AUM per client for Multi-team firms serving clients in Maryland

AUM per client measures the total assets a firm manages divided by its client count, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms focused on wealthier clients with more complex financial needs, while lower numbers suggest firms serving a broader audience with more standardized services.

In Maryland, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—show a median AUM per client of about $630,000, matching the national median for this category. The distribution ranges from roughly $168,000 at the lower end to over $3.1 million at the higher end, reflecting a diverse mix of client types. This spread suggests that some firms in Maryland cater to clients with more modest portfolios, possibly offering broader access and standardized planning, while others focus on high-net-worth clients requiring more personalized, complex services. The median level indicates a balance between these approaches, with firms likely operating multiple service tiers to meet varied client needs.

For you, this means AUM per client is a helpful signal to understand a firm’s typical client profile but not a definitive measure of quality. Higher AUM per client often means higher minimum investments and more tailored advice, while lower figures suggest greater accessibility and more standardized offerings. Use this metric alongside others to find a firm that aligns with your financial situation and service preferences. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Multi-team firms active in Maryland 202 firms

Very Low $170K-$320K

Low $320K-$460K

Typical $460K-$830K

High $830K-$1.5M

Very High $1.5M-$3.1M

5th 20th 40th 60th 80th 95th

Median: $630K

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Firm	AUM/client	AUM	Clients	HNW client %
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Sequent Planning, Llc	Very Low $98K	$590M	6,015	1%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Gradient Advisors, Llc	Very Low $130K	$290M	2,149	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
ThePartners Wealth Management	Very Low $180K	$1.1B	5,925	7%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Strategic Financial Concepts, LLC	Very Low $200K	$760M	3,698	5%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SB Advisory, LLC	Very Low $240K	$640M	2,634	4%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
United Brokerage Services Inc	Very Low $250K	$350M	1,368	4%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
BOK Financial Advisors	Very Low $310K	$1B	3,263	11%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Signature Equity Partners, LLC	Very Low $310K	$330M	1,056	4%
WORLD EQUITY GROUP, Inc.	Very Low $320K	$1B	3,151	4%
On Investment Management CO	Low $320K	$3B	9,317	9%
A.G.P / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Novem Group	Low $390K	$1.4B	3,513	7%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Corecap Advisors	Low $410K	$4B	9,671	10%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Lanark Financial, Inc.	Low $450K	$1.6B	3,508	8%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
OneSeven	Typical $460K	$7.3B	15,787	12%
Vicus Capital, Inc.	Typical $470K	$2.9B	6,170	36%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Facet	Typical $520K	$7.6B	14,741	20%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Accelerate Retirement	Typical $540K	$260M	482	10%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
LexAurum Advisors	Typical $570K	$1.2B	2,189	15%
Invst, LLC	Typical $570K	$1.3B	2,193	15%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Tsa Management Inc	Typical $580K	$1.5B	2,566	15%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Financial Security Advisory Inc	Typical $590K	$1.8B	3,099	15%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
Core Planning	Typical $610K	$530M	867	14%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Stephens	Typical $670K	$14B	21,168	15%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Spire Wealth Management, LLC	Typical $700K	$4.3B	6,151	2%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Provenance Wealth advisors	Typical $740K	$2.1B	2,864	18%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Van Clemens Wealth Management, LLC	Typical $770K	$460M	599	32%
Northern trust Securities, Inc	Typical $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Ashton Thomas Securities, LLC	Typical $810K	$1.9B	2,281	13%
Advisory Services Network	Typical $830K	$10B	12,426	9%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Cetera Planning Partners	High $850K	$4B	4,748	31%
Harbor Investment Advisory, LLC	High $860K	$2.9B	3,357	61%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Riverfront Investment Group, LLC	High $890K	$1.1B	1,185	0%
Advisornet Wealth Partners	High $900K	$3.1B	3,499	26%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
RBC Securities, Inc	High $920K	$1.2B	1,292	26%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
Ethos Financial Group, LLC	High $970K	$1.7B	1,709	22%
Girard Advisory Services, LLC	High $1M	$2.4B	2,350	31%
Certified Advisory Corp	High $1M	$2.5B	2,476	40%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Procyon	High $1.2M	$3.4B	2,775	25%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
APELLA Wealth	High $1.3M	$10B	8,139	44%
XYPN Sapphire	High $1.3M	$940M	721	25%
Summit Financial, LLC	High $1.3M	$23B	17,809	13%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	High $1.3M	$4.5B	3,344	39%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
First National Advisers, LLC	Very High $1.5M	$1.7B	1,112	28%
Arax Advisory Partners	Very High $1.6M	$24B	15,155	33%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
SteelPeak Wealth, LLC	Very High $1.6M	$3.7B	2,278	38%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Elevation Point Wealth Partners, LLC	Very High $1.7M	$8.1B	4,879	33%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Keel Point, LlC	Very High $2.1M	$3.2B	1,560	54%
Prosperity - An EisnerAmper Company	Very High $2.1M	$5B	2,369	42%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
Cassaday & Company, Inc.	Very High $2.2M	$7B	3,142	64%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
Sage Financial Group Inc.	Very High $3.8M	$4.1B	1,101	65%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
D.F. Dent and Company, Inc.	Very High $4.5M	$4.5B	1,011	89%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
Heritage Investors Management Corp	Very High $5.9M	$4B	682	86%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%

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