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

Multi-team firms active in New York 289 firms

Very Low $220K-$330K

Low $330K-$520K

Typical $520K-$830K

High $830K-$1.8M

Very High $1.8M-$7.1M

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

Median: $640K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
Gentrust	Very High $19M	$5B	264	90%
Waldron Private Wealth	Very High $11M	$5.5B	517	68%
XYPN Invest	High $1M	$650M	621	25%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Core Planning	Typical $610K	$530M	867	14%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Sepio Capital, LP	Very High $15M	$4.1B	276	100%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Accelerate Retirement	Typical $540K	$260M	482	10%
Jordan Park Group LLC	Very High $95M	$15B	163	100%
Brownson, Rehmus & Foxworth, Inc.	Very High $17M	$4.5B	263	100%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
LNW	Very High $9.9M	$11B	1,079	79%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Valley Wealth Managers, Inc.	Very High $2.4M	$2.1B	854	52%
Maxim Financial Advisors LLC	Typical $540K	$410M	758	6%
Latitude Advisors, LLC	Very Low $320K	$490M	1,525	8%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Northland Asset Management	Low $460K	$400M	875	55%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
Bailard, Inc.	Very High $4.6M	$4.6B	1,008	76%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Andersen	Very High $6.8M	$3.8B	550	84%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Beacon Global Advisor Network, LLC	Typical $540K	$750M	1,388	13%
Miller Investment Management, LP	Very High $41M	$6.3B	155	82%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Allen Investment Management, LLC	Very High $120M	$17B	142	100%
Range Advisory, LLC	Typical $690K	$650M	950	56%
Prosperity - An EisnerAmper Company	High $1.7M	$3.1B	1,850	41%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Sapient Capital LLC	Very High $12M	$12B	980	71%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Colter Lewis Investment Partners, LLC	Very High $26M	$3.4B	130	100%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Circle Wealth Management, LLC	Very High $37M	$13B	349	100%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Mission Wealth Management, LP	Very High $2.9M	$14B	4,679	76%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
AleSco Advisors, LLC, an ESL Company	Very High $5.1M	$2.6B	503	72%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Permcap Investment Office	Very High $74M	$2.9B	39	100%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
McAdam LLC	Low $480K	$2.7B	5,538	11%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
Nfsg Corporation	Low $340K	$1B	3,036	25%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
U.S. Capital Wealth Advisors, LLC	Very High $1.9M	$8.2B	4,395	43%
Alden investment Group	Very Low $240K	$350M	1,457	7%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Greenwich Wealth Management, LLC	Very High $3.8M	$2.2B	589	83%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
Farther	High $970K	$14B	14,593	24%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Evensky & Katz/Foldes Wealth Management	Very High $2.6M	$3B	1,165	65%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Forum Financial Management, LP	High $1.3M	$7.1B	5,622	31%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
ICG Advisors, LLC	Very High $100M	$5.7B	55	100%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Buck Wealth Strategies, LLC	Very Low $320K	$890M	2,734	6%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Leo Wealth, LLC	Very High $1.9M	$3.2B	1,714	26%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
American Century Investments Private Client Group, Inc.	Typical $570K	$2.3B	4,098	0%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
MONECO Advisors	Typical $800K	$2.2B	2,781	27%
Perennial Financial Services	Typical $760K	$2.3B	3,069	30%
Dakota Wealth, LLC	High $1.8M	$6.6B	3,728	35%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
Cyndeo Wealth Partners	Very High $2.5M	$3.1B	1,219	47%
Douglas C. Lane & Associates	Very High $7.1M	$7.7B	1,084	81%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Dynamic	High $960K	$5.3B	5,509	33%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
RedHawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Arax Advisory Partners	High $1.4M	$9.9B	6,949	26%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
SEIA	Very High $2.3M	$22B	9,520	52%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Strategic blueprint, LLC	Typical $750K	$2.5B	3,338	27%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
RWA Wealth Partners	Very High $3.1M	$18B	5,951	60%
Tsa Management Inc	Typical $580K	$1.5B	2,566	15%
John W. Bristol & Co., Inc.	Very High $48M	$4B	83	100%
Corecap Advisors	Low $410K	$4B	9,671	10%
RFG Advisory, LLC	Very Low $320K	$4.6B	14,368	10%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Spire Wealth Management, LLC	Typical $700K	$4.3B	6,151	2%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Stephens	Typical $670K	$14B	21,168	15%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Winthrop Wealth	High $1.2M	$2.9B	2,405	31%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Elm Wealth	Very High $3.3M	$2.1B	644	83%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
Williams Jones Wealth Management, LLC	Very High $7.3M	$11B	1,517	88%
APELLA Wealth	High $1.2M	$9.2B	7,683	43%
The Retirement Planning Group, LLC	High $850K	$4B	4,748	31%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
CS Planning Corp	Low $470K	$1.9B	4,190	13%
Joel Isaacson & Co., LLC	Very High $7.4M	$9.3B	1,267	89%
Brave Warrior Advisors, LLC	Very High $40M	$3.9B	98	84%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
WealthSpire Advisors	Very High $5.4M	$4.3B	791	60%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
Elevation Point Wealth Partners, LLC	High $1.7M	$8.1B	4,879	33%
Greenhaven Associates Inc	Very High $84M	$8.4B	100	100%
Klingman and Associates, LLC	Very High $6.3M	$4.4B	704	65%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Copper Financial	Very Low $99K	$410M	4,165	1%
Novem Group	Low $390K	$1.4B	3,513	7%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Focus Financial	Low $490K	$6.7B	13,560	13%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
Calamos Wealth Management LLC	High $1.2M	$4.8B	4,072	77%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Carret Asset Management, LLC	High $1.2M	$1.6B	1,336	30%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
OneSeven	Low $460K	$7.3B	15,787	12%
Douglass Winthrop Advisors LLC	Very High $4.7M	$5.8B	1,249	71%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Cannell & Spears LLC	Very High $2.6M	$6.3B	2,394	81%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Gilder Gagnon Howe & Co. LLC	High $1.8M	$9.6B	5,404	49%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Courier Capital, LLC	High $1.2M	$2.4B	2,094	17%
Sage, Rutty & Co., Inc.	Low $400K	$3.3B	8,184	16%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Facet	Low $450K	$6B	13,331	17%
Karpus Investment Management	High $1.7M	$2.8B	1,653	42%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Klingenstein Fields Advisors	Very High $3.2M	$4B	1,237	79%
Cardinal Point Wealth Management	Very High $1.9M	$4.2B	2,175	52%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
SpiderRock Advisors, LLC	Very High $2M	$8.4B	4,300	46%
Asset Preservation Advisors, LLC	Very High $3.3M	$9.2B	2,747	62%
J. Safra Asset management Corporation	High $1.7M	$5.7B	3,374	91%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Hamlin Capital Management, LLC	Very High $2.5M	$3.9B	1,594	85%
Howard Capital Management, Inc.	Low $410K	$4.4B	10,546	8%
Beck, Mack & Oliver LLC	Very High $3.4M	$5.1B	1,512	47%
Concentric	Very High $2.4M	$12B	5,142	85%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%

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Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support