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

Assets under management (AUM) per client measures the average amount of assets a firm manages for each client. This metric helps indicate the type of clients a firm serves—higher AUM per client often points to firms focused 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 $677,000. This is slightly above the national median for similar firms, which is around $654,000. The distribution in New Hampshire ranges from roughly $146,000 to nearly $3.6 million per client, indicating a wide variety of client segments served. This spread suggests that some firms in the state cater to clients with more modest portfolios or simpler needs, while others focus on wealthier individuals requiring tailored advice. The variation can reflect either firms in early growth stages or those intentionally maintaining smaller, more personalized client bases.

For you, understanding AUM per client can help clarify what kind of service and minimum investment levels to expect. There is no single “right” number—it’s about fit. Higher AUM per client typically means more bespoke, hands-on planning but may require larger minimum investments. Lower AUM per client often means more accessible services but potentially less customization. Use this metric alongside others to find an advisor whose approach matches your financial situation and goals.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.