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 %
Wellspring Family Office	Very High $36M	$5B	139	85%
Oxford Financial Group, Ltd	Very High $24M	$14B	589	94%
Constellation Wealth Advisors	Very High $10M	$4.2B	403	88%
CM Wealth Advisors LLC	Very High $8.8M	$1.8B	204	64%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
Plante Moran financial advisors	Very High $6.7M	$27B	3,988	86%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Valeo Financial Advisors, LLC	Very High $4.2M	$13B	3,021	75%
Bartlett & Co. Wealth Management LLC	Very High $4.1M	$8.8B	2,133	63%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Johnson Investment Counsel, Inc.	Very High $2.9M	$15B	5,251	57%
Schneider Downs Wealth Management Advisors, LP	Very High $2.8M	$1.9B	663	14%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
OpenArc Corporate Advisory, LLC	Very High $2.6M	$10B	3,841	61%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
SEIA	Very High $2.3M	$22B	9,520	52%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Prosperity - An EisnerAmper Company	Very High $2.1M	$5B	2,369	42%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
Manning & Napier Advisors, LLC	Very High $1.9M	$5.9B	3,024	51%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
JFS Wealth Advisors, LLC	Very High $1.7M	$3.8B	2,216	40%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Ingalls Investment Management, LLC	High $1.6M	$6.8B	4,245	26%
Arax Advisory Partners	High $1.6M	$24B	15,155	33%
Venture Visionary Partners LLC	High $1.6M	$4.3B	2,660	31%
Rehmann Wealth	High $1.6M	$3.4B	2,186	51%
First National Advisers, LLC	High $1.5M	$1.7B	1,112	28%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Hamilton Capital	High $1.4M	$3.9B	2,744	49%
Zacks Investment Management, Inc.	High $1.3M	$4.5B	3,344	39%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Summit Financial, LLC	High $1.3M	$23B	17,809	13%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Savvy	High $1.1M	$4.8B	4,552	25%
Everhart Advisors	High $1M	$2.4B	2,268	26%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
Dynamic	High $960K	$5.3B	5,509	33%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Mutual Advisors, LLC	High $920K	$8.9B	9,734	23%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
BlueSpring Wealth Management, LLC	High $910K	$7.3B	8,020	24%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Maridea Wealth Management	High $860K	$1.8B	2,100	16%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
Ancora Private Wealth Advisors, LLC	High $840K	$3.7B	4,414	100%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Advisory Services Network	High $830K	$10B	12,426	9%
Ashton Thomas Securities, LLC	High $810K	$1.9B	2,281	13%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Moors & Cabot, Inc	High $750K	$3.7B	4,921	38%
MCF Advisors, LLC	High $750K	$2.6B	3,440	19%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Provenance Wealth advisors	High $740K	$2.1B	2,864	18%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
M HOLDINGS SECURITIES, Inc.	High $690K	$3B	4,368	2%
Prospera Financial Services, inc.	Typical $680K	$12B	17,878	44%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Advance Capital Management Inc	Typical $670K	$4.9B	7,287	21%
Stephens	Typical $670K	$14B	21,168	15%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Core Planning	Typical $610K	$530M	867	14%
Wedbush Securities Inc.	Typical $610K	$6.4B	10,653	29%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Lexaurum Advisors	Typical $570K	$1.2B	2,189	15%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Facet	Typical $540K	$8.7B	16,053	18%
Capital Analysts	Typical $540K	$8.4B	15,611	19%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Kintra Wealth, LLC	Typical $520K	$1.5B	2,914	45%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Stonex Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Octavia Wealth Advisors LLC	Low $490K	$1.8B	3,672	13%
Quartz Partners Investment Management	Low $490K	$360M	744	12%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Founders Financial Alliance, LLC	Low $480K	$1.1B	2,354	30%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
OneSeven	Low $460K	$7.3B	15,787	12%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Northland Asset Management	Low $460K	$400M	875	55%
Lanark Financial, Inc.	Low $450K	$1.6B	3,508	8%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Redhawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Kovack Advisors, Inc.	Low $430K	$5.6B	12,906	12%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Corecap Advisors	Low $410K	$4B	9,671	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Signature Equity Partners, LLC	Low $400K	$690M	1,716	6%
Raymond James (USA) Ltd	Low $400K	$1.9B	4,850	7%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Foguth Wealth Management, LLC.	Low $400K	$1.1B	2,690	9%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Novem Group	Low $390K	$1.4B	3,513	7%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
Gradient Investments, LLC	Low $330K	$8.8B	26,803	7%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
Buck Wealth Strategies, LLC	Low $320K	$890M	2,734	6%
Trustmont Advisory Group, Inc.	Low $320K	$1.4B	4,322	6%
ON Investment Management CO	Low $320K	$3B	9,317	9%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
World Equity Group, Inc.	Very Low $320K	$1B	3,151	4%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Harbour Investments, Inc.	Very Low $310K	$9.2B	29,827	5%
BOK Financial Securities, Inc.	Very Low $310K	$1B	3,263	11%
First Citizens Asset Management, Inc	Very Low $310K	$380M	1,246	5%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
RFG Advisory, LLC	Very Low $300K	$5.1B	17,207	7%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Silver Oak Securities, Inc.	Very Low $280K	$2.4B	8,631	5%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
The Strategic Financial Alliance	Very Low $260K	$380M	1,457	9%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Strategic Financial Concepts, LLC	Very Low $200K	$760M	3,698	5%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
St. Bernard Financial Services, Inc.	Very Low $170K	$140M	798	2%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
Midwestern Securities Trading Co., LLC	Very Low $160K	$1.9B	11,709	2%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
MissionSquare Retirement	Very Low $140K	$5.7B	40,526	1%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Gradient Wealth Management	Very Low $130K	$600M	4,546	4%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Blackridge Asset Management, LLC	Very Low $89K	$220M	2,433	1%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Mutual Of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%

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