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

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 that work with wealthier clients requiring complex, personalized planning, while lower figures suggest firms with broader access and more standardized services.

In New Jersey, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—show a median AUM per client of about $665,000, slightly above the national median of $630,000. The distribution ranges from roughly $200,000 to nearly $2.9 million per client, reflecting a diverse mix of client segments within these firms. This spread suggests that some firms in New Jersey focus on serving mass-affluent clients with more accessible minimums, while others cater to high-net-worth individuals with more specialized, complex offerings. The variation also indicates that multi-team firms often operate multiple service tiers, blending different client profiles into their overall averages.

For you, understanding AUM per client helps clarify whether a firm’s client base aligns with your financial situation and service expectations. There isn’t a single “right” number—higher AUM per client may mean more tailored attention but higher minimums, while lower numbers might offer easier access but more standardized service. Use this metric alongside others to find an advisor whose approach matches your needs and goals. 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 New Jersey 243 firms

Very Low $200K-$320K

Low $320K-$540K

Typical $540K-$740K

High $740K-$1.5M

Very High $1.5M-$2.9M

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

Median: $670K

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Firm	AUM/client	AUM	Clients	HNW client %
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Sequent Planning, Llc	Very Low $98K	$590M	6,015	1%
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%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
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%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
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%
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%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Blackridge Asset Management, LLC	Very Low $240K	$360M	1,502	35%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SB Advisory, LLC	Very Low $240K	$640M	2,634	4%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
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%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Garden State Investment Advisory Services, LLC	Very Low $260K	$650M	2,492	6%
Santander Securities LLC	Very Low $260K	$2.9B	10,832	0%
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%
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.	Very Low $290K	$1.9B	6,350	5%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
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%
WORLD EQUITY GROUP, Inc.	Very Low $320K	$1B	3,151	4%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
A.G.P / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
Trustmont Advisory Group, Inc.	Low $320K	$1.4B	4,322	6%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
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%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
NPA Asset Management, LLC	Low $360K	$840M	2,293	38%
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%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Novem Group	Low $390K	$1.4B	3,513	7%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
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%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
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.	Low $460K	$460M	1,002	11%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Focus Financial	Low $490K	$6.7B	13,560	13%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Advisory Solutions Group	Low $510K	$410M	807	13%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
intrua Financial	Low $510K	$1.7B	3,347	12%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Kintra Wealth, LLC	Low $520K	$1.5B	2,914	45%
Facet	Low $520K	$7.6B	14,741	20%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
Wedbush Securities Inc.	Low $540K	$5.4B	9,927	27%
Lombard Advisers Incorporated	Low $540K	$510M	941	8%
Maxim Financial Advisors LLC	Typical $540K	$410M	758	6%
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%
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%
Hoxton Wealth	Typical $580K	$800M	1,378	31%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Core Planning	Typical $610K	$530M	867	14%
Maridea Wealth Management	Typical $610K	$930M	1,530	47%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Hennion & Walsh Asset Management, Inc.	Typical $670K	$720M	1,087	14%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Range Advisory, LLC	Typical $690K	$650M	950	56%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Alera Investment Advisors, LLC	Typical $700K	$1.4B	2,034	17%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
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	High $740K	$2.1B	2,864	18%
Bolton Global Asset Management	High $760K	$4.2B	5,566	31%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
Moneco Advisors	High $800K	$2.2B	2,781	27%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Ashton Thomas Securities, LLC	High $810K	$1.9B	2,281	13%
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%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
The Ascent Group, LLC	High $850K	$3.5B	4,177	21%
Cetera Planning Partners	High $850K	$4B	4,748	31%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
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%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Dynamic	High $960K	$5.3B	5,509	33%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
NorthCoast Asset Management LLC	High $1M	$4.6B	4,412	27%
Savvy	High $1.1M	$4.8B	4,552	25%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
Pine Valley Investments	High $1.1M	$2.3B	2,070	29%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Carret Asset Management, LLC	High $1.2M	$1.4B	1,221	30%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
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%
Forum Financial Management, Lp	High $1.3M	$7.1B	5,622	31%
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%
Zacks Investment Management, Inc.	High $1.3M	$4.5B	3,344	39%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Cumberland Advisors	Very High $1.6M	$1.7B	1,091	19%
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%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
J. Safra Asset management Corporation	Very High $1.7M	$5.7B	3,374	91%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
JFS Wealth Advisors, LLC	Very High $1.7M	$3.8B	2,216	40%
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%
Leo Wealth, LLC	Very High $1.9M	$3.2B	1,714	26%
Roffman Miller Associates Inc	Very High $1.9M	$3.1B	1,598	71%
SpiderRock Advisors, LLC	Very High $2M	$8.4B	4,300	46%
Quotient Wealth Partners, LLC	Very High $2M	$4.6B	2,250	51%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
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%
Pinnacle Associates, Ltd.	Very High $2.2M	$3.9B	1,808	24%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
SEIA	Very High $2.3M	$22B	9,520	52%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
OpenArc Corporate Advisory, LLC	Very High $2.6M	$10B	3,841	61%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
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%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Pallas Capital Advisors, LLC	Very High $3.5M	$4.3B	1,221	39%
Wescott Financial Advisory Group LLC	Very High $3.9M	$3B	769	76%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Calydon Capital, LLC	Very High $8.5M	$2.4B	282	100%
Franklin Street Advisors INC.	Very High $9.6M	$3.7B	379	84%
Legacy Advisors, LLC	Very High $16M	$4.9B	306	92%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
Colter Lewis Investment Partners, LLC	Very High $26M	$3.4B	130	100%
Circle Wealth Management, LLC	Very High $37M	$13B	349	100%
BC Advisors, LLC	Very High $46M	$4.6B	100	100%

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