AUM per client for Multi-team firms serving clients in Ohio

AUM per client represents 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 a focus on high-net-worth individuals with more complex financial needs, while lower figures suggest broader access and more standardized services. This metric helps you understand a firm’s overall client profile and service approach.

In Ohio, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—have a median AUM per client of about $554,000, slightly below the broader national median of $637,000. The distribution shows a range from around $175,000 up to nearly $4 million per client, reflecting a diverse mix of client segments within these firms. This spread suggests that some Ohio firms cater to clients with more modest asset levels, possibly offering more accessible entry points, while others focus on wealthier clients requiring tailored, sophisticated planning. The variation also indicates that some firms might be in earlier growth stages or intentionally maintain lower minimums to serve a wider audience.

For you, this means AUM per client is a useful signal of how a firm structures its services and client base, but it’s not a measure of quality. Higher AUM per client often correlates with more personalized, complex planning, while lower numbers usually mean broader access and more standardized offerings. Consider this metric alongside others to find a financial advisor whose approach aligns with your investment size, complexity, and desired level of attention. 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 Ohio 257 firms

Very Low $180K-$320K

Low $320K-$500K

Typical $500K-$690K

High $690K-$1.6M

Very High $1.6M-$3.9M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Mutual Of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Blackridge Asset Management, LLC	Very Low $89K	$220M	2,433	1%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	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%
Midwestern Securities Trading Co., LLC	Very Low $160K	$1.9B	11,709	2%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
St. Bernard Financial Services, Inc.	Very Low $170K	$140M	798	2%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Strategic Financial Concepts, LLC	Very Low $200K	$760M	3,698	5%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
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%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
The Strategic Financial Alliance	Very Low $260K	$380M	1,457	9%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
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%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
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%
RFG Advisory, LLC	Very Low $300K	$5.1B	17,207	7%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
First Citizens Asset Management, Inc	Very Low $310K	$380M	1,246	5%
BOK Financial Securities, Inc.	Very Low $310K	$1B	3,263	11%
Harbour Investments, Inc.	Very Low $310K	$9.2B	29,827	5%
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%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
ON Investment Management CO	Low $320K	$3B	9,317	9%
Trustmont Advisory Group, Inc.	Low $320K	$1.4B	4,322	6%
Buck Wealth Strategies, LLC	Low $320K	$890M	2,734	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%
Gradient Investments, LLC	Low $330K	$8.8B	26,803	7%
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%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Novem Group	Low $390K	$1.4B	3,513	7%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Foguth Wealth Management, LLC.	Low $400K	$1.1B	2,690	9%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Raymond James (USA) Ltd	Low $400K	$1.9B	4,850	7%
Signature Equity Partners, LLC	Low $400K	$690M	1,716	6%
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%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
PFG Advisors	Low $420K	$3.2B	7,527	10%
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%
Redhawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Lanark Financial, Inc.	Low $450K	$1.6B	3,508	8%
Northland Asset Management	Low $460K	$400M	875	55%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
OneSeven	Low $460K	$7.3B	15,787	12%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Founders Financial Alliance, LLC	Low $480K	$1.1B	2,354	30%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Quartz Partners Investment Management	Low $490K	$360M	744	12%
Octavia Wealth Advisors LLC	Low $490K	$1.8B	3,672	13%
Stonex Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Kintra Wealth, LLC	Typical $520K	$1.5B	2,914	45%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Capital Analysts	Typical $540K	$8.4B	15,611	19%
Facet	Typical $540K	$8.7B	16,053	18%
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%
Lexaurum Advisors	Typical $570K	$1.2B	2,189	15%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Wedbush Securities Inc.	Typical $610K	$6.4B	10,653	29%
Core Planning	Typical $610K	$530M	867	14%
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%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Stephens	Typical $670K	$14B	21,168	15%
Advance Capital Management Inc	Typical $670K	$4.9B	7,287	21%
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%
Prospera Financial Services, inc.	Typical $680K	$12B	17,878	44%
M HOLDINGS SECURITIES, Inc.	High $690K	$3B	4,368	2%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
Provenance Wealth advisors	High $740K	$2.1B	2,864	18%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
MCF Advisors, LLC	High $750K	$2.6B	3,440	19%
Moors & Cabot, Inc	High $750K	$3.7B	4,921	38%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
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%
Ancora Private Wealth Advisors, LLC	High $840K	$3.7B	4,414	100%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
Maridea Wealth Management	High $860K	$1.8B	2,100	16%
Merit Financial Advisors	High $900K	$18B	20,040	22%
BlueSpring Wealth Management, LLC	High $910K	$7.3B	8,020	24%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
Mutual Advisors, LLC	High $920K	$8.9B	9,734	23%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
Dynamic	High $960K	$5.3B	5,509	33%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
Everhart Advisors	High $1M	$2.4B	2,268	26%
Savvy	High $1.1M	$4.8B	4,552	25%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
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%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	High $1.3M	$4.5B	3,344	39%
Hamilton Capital	High $1.4M	$3.9B	2,744	49%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
First National Advisers, LLC	High $1.5M	$1.7B	1,112	28%
Rehmann Wealth	High $1.6M	$3.4B	2,186	51%
Venture Visionary Partners LLC	High $1.6M	$4.3B	2,660	31%
Arax Advisory Partners	High $1.6M	$24B	15,155	33%
Ingalls Investment Management, LLC	High $1.6M	$6.8B	4,245	26%
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%
JFS Wealth Advisors, LLC	Very High $1.7M	$3.8B	2,216	40%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Manning & Napier Advisors, LLC	Very High $1.9M	$5.9B	3,024	51%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
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%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
SEIA	Very High $2.3M	$22B	9,520	52%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
OpenArc Corporate Advisory, LLC	Very High $2.6M	$10B	3,841	61%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Schneider Downs Wealth Management Advisors, LP	Very High $2.8M	$1.9B	663	14%
Johnson Investment Counsel, Inc.	Very High $2.9M	$15B	5,251	57%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Bartlett & Co. Wealth Management LLC	Very High $4.1M	$8.8B	2,133	63%
Valeo Financial Advisors, LLC	Very High $4.2M	$13B	3,021	75%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Plante Moran financial advisors	Very High $6.7M	$27B	3,988	86%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
CM Wealth Advisors LLC	Very High $8.8M	$1.8B	204	64%
Constellation Wealth Advisors	Very High $10M	$4.2B	403	88%
Oxford Financial Group, Ltd	Very High $24M	$14B	589	94%
Wellspring Family Office	Very High $36M	$5B	139	85%

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