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

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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