AUM per client for Multi-team firms serving clients in New Hampshire

AUM per client measures the total assets a firm manages divided by its number of clients, offering insight into the type of clients a firm serves. Higher AUM per client often indicates a focus on high-net-worth individuals with more complex financial needs, while lower AUM per client suggests broader access and more standardized services.

In New Hampshire, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—have a median AUM per client of about $655,000. This is slightly above the national median for similar firms, reflecting a mix of client types served across the state. The distribution shows some firms managing as little as around $145,000 per client, while others serve clients with assets exceeding $3.2 million each. This range suggests that some firms in New Hampshire may be early-stage or intentionally focused on broader access, while others cater to wealthier clients requiring more tailored services. The firm-wide average blends these different approaches, so the team you work with may have its own distinct profile.

For you, understanding AUM per client helps clarify whether a firm’s client base aligns with your financial situation and service expectations. There’s no single “right” number—higher AUM per client often means more personalized, complex planning but usually higher minimums, while lower numbers indicate more accessible, standardized offerings. Use this metric alongside others to find a firm that matches your needs and preferences. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.