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

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 catering to wealthier clients with more complex financial needs, while lower figures suggest broader access and more standardized services. For multi-team firms, which typically have 30 to 300 advisors and manage over $3 billion in assets, this metric reflects a blend of different client segments and service tiers within the organization.

In Missouri, among 191 multi-team firms, the median AUM per client is approximately $550,000, which is somewhat below the national median of about $650,000. The distribution shows a wide range, from as low as a few thousand dollars to over $3 million per client. This suggests that Missouri’s multi-team firms vary significantly in their client focus, with some serving clients with modest asset levels and others targeting higher-net-worth individuals. The lower median may reflect a larger presence of firms aiming for broader accessibility or those in earlier growth stages, while firms at the higher end likely specialize in more complex, high-net-worth planning.

For you, this means that AUM per client is a helpful indicator of the kind of service and client base a firm is designed for, but it’s not a measure of quality. A higher AUM per client typically means more personalized, complex planning with higher minimums, while a lower number suggests more standardized services and broader access. Consider this metric alongside others to find a firm that matches your investment size, financial complexity, and desired level of attention. 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 Missouri 191 firms

Very Low $4.7K-$290K

Low $290K-$420K

Typical $420K-$640K

High $640K-$1.3M

Very High $1.3M-$3.3M

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

Median: $550K

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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%
Blackridge Asset Management, LLC	Very Low $89K	$220M	2,433	1%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Copper Financial	Very Low $99K	$410M	4,165	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
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%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Midwestern Securities Trading Co., LLC	Very Low $160K	$1.9B	11,709	2%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
St. Bernard Financial Services, Inc.	Very Low $170K	$140M	798	2%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Transce3nd LLC	Very Low $260K	$400M	1,581	13%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	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%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
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%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Silver Oak Securities, Inc.	Very Low $280K	$2.4B	8,631	5%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
RFG Advisory, LLC	Low $300K	$5.1B	17,207	7%
INTELLICENTS INVESTMENT SOLUTIONS INC	Low $300K	$2.3B	7,776	10%
Secure Asset Management, L.L.C.	Low $300K	$870M	2,877	8%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
BOK Financial Securities, Inc.	Low $310K	$1B	3,263	11%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
World Equity Group, Inc.	Low $320K	$1B	3,151	4%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
ON Investment Management CO	Low $320K	$3B	9,317	9%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Convergence Financial	Low $330K	$880M	2,665	24%
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%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Wealth Management	Low $360K	$1.7B	4,731	22%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
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%
Corecap Advisors	Low $410K	$4B	9,671	10%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
Sunbelt Securities	Typical $420K	$2.6B	6,198	15%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Kovack Advisors, Inc.	Typical $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Arvest Wealth management	Typical $440K	$2.9B	6,689	9%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Victory Financial	Typical $450K	$1.3B	2,937	12%
Lanark Financial, Inc.	Typical $450K	$1.6B	3,508	8%
Northland Asset Management	Typical $460K	$400M	875	55%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Vicus Capital, Inc.	Typical $470K	$2.9B	6,170	36%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Octavia Wealth Advisors LLC	Typical $490K	$1.8B	3,672	13%
Advisory Solutions Group	Typical $510K	$410M	807	13%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
IFG Advisory, LLC	Typical $510K	$4.6B	9,038	39%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Smith Moore & Co.	Typical $530K	$2.2B	4,095	31%
Facet	Typical $540K	$8.7B	16,053	18%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Nwf Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Lexaurum Advisors	Typical $570K	$1.2B	2,189	15%
American Century Investments Private Client Group, Inc.	Typical $570K	$2.3B	4,098	0%
Core Planning	Typical $610K	$530M	867	14%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Kestra Private Wealth Services, LLC	High $650K	$13B	19,977	27%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Stephens	High $670K	$14B	21,168	15%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Sowell Management	High $680K	$4.3B	6,280	6%
Prospera Financial Services, inc.	High $680K	$12B	17,878	44%
ACR Alpine Capital Research, LLC	High $690K	$4.8B	6,960	14%
M HOLDINGS SECURITIES, Inc.	High $690K	$3B	4,368	2%
Alera Investment Advisors, LLC	High $700K	$1.4B	2,034	17%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
MCF Advisors, LLC	High $750K	$2.6B	3,440	19%
Perennial Financial Services	High $760K	$2.3B	3,069	30%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Visionary Wealth Advisors, LLC	High $820K	$3.4B	4,186	21%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Advisory Services Network	High $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%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Prevail Innovative Wealth Advisors, LLC	High $840K	$660M	788	21%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Mutual Advisors, LLC	High $920K	$8.9B	9,734	23%
Savvy	High $1.1M	$4.8B	4,552	25%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Forum Financial Management, Lp	Very High $1.3M	$7.1B	5,622	31%
XYPN Sapphire	Very High $1.3M	$940M	721	25%
Summit Financial, LLC	Very High $1.3M	$23B	17,809	13%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	Very High $1.3M	$4.5B	3,344	39%
Krilogy	Very High $1.4M	$4.4B	3,061	37%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
First National Advisers, LLC	Very High $1.5M	$1.7B	1,112	28%
One Capital Management, LLC	Very High $1.5M	$5.3B	3,468	34%
Arax Advisory Partners	Very High $1.6M	$24B	15,155	33%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Dana Investment Advisors Inc	Very High $1.7M	$2.3B	1,330	53%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Keel Point, LLC	Very High $2.1M	$3.2B	1,560	54%
Prosperity - An EisnerAmper Company	Very High $2.1M	$5B	2,369	42%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Acropolis Investment Management	Very High $2.4M	$2.5B	1,037	61%
FAS Wealth Partners, Inc.	Very High $2.4M	$3.7B	1,524	40%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
Argent Capital Management LLC	Very High $3.2M	$3.4B	1,071	18%
RubinBrown Advisors LLC	Very High $3.3M	$3.8B	1,151	75%
Plancorp, LLC	Very High $4.2M	$9.4B	2,251	57%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Prairie Capital Management Group, LLC	Very High $6.8M	$2.9B	431	100%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%

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