AUM per client for Multi-team firms serving clients in South Carolina

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 focus on wealthier clients with more complex financial needs, while lower AUM per client suggests broader access and more standardized services. This metric helps you understand a firm’s general client profile and service approach.

In South Carolina, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—show a median AUM per client of about $506,000, which is somewhat below the national median of $637,000 for similar firms. The distribution indicates that many firms in the state serve a mix of clients, from those with more modest portfolios to those with higher net worth. This spread suggests two common scenarios: some firms may be in earlier growth stages with lower minimums to attract a broader client base, while others intentionally maintain lower AUM per client to provide more accessible, standardized services. The range of AUM per client values reflects the diversity of client needs and firm strategies within South Carolina’s multi-team firms.

For you, this means there’s no single “right” AUM per client number—it’s about fit. Higher AUM per client often means more personalized, complex planning but usually requires higher minimum investments. Lower AUM per client can offer easier access but may come with more standardized service. Use this metric alongside others to find a firm that matches your financial situation and service preferences. 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 South Carolina 226 firms

Very Low $130K-$280K

Low $280K-$380K

Typical $380K-$610K

High $610K-$830K

Very High $830K-$1.7M

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

Median: $510K

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Firm	AUM/client	AUM	Clients	HNW client %
Southeast Asset Advisors, LLC	Very High $9.3M	$2.6B	281	66%
Plante Moran financial advisors	Very High $6.7M	$27B	3,988	86%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
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%
Keel Point, LLC	Very High $2.1M	$3.2B	1,560	54%
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%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
Donaldson Capital Management LLC	Very High $1.7M	$2.9B	1,736	41%
Advocacy Wealth Management, LLC	Very High $1.7M	$2.7B	1,658	39%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
Arax Advisory Partners	Very High $1.6M	$24B	15,155	33%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Confluence Financial Partners	Very High $1.4M	$7.4B	5,148	37%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
Summit Financial, LLC	Very High $1.3M	$23B	17,809	13%
XYPN Sapphire	Very High $1.3M	$940M	721	25%
Apella Wealth	Very High $1.3M	$10B	8,139	44%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Titleist Asset Management, LLC	Very High $1.2M	$2.6B	2,103	55%
Thurston Springer Advisors	Very High $1.2M	$5.4B	4,429	26%
Eversource Wealth Advisors, LLC	Very High $1.2M	$3.8B	3,255	47%
Avior Wealth Management, LLC	Very High $1.2M	$5.6B	4,775	48%
Palisade Capital Management, LP	Very High $1.2M	$1.8B	1,577	32%
Annex Wealth Management, LLC	Very High $1.1M	$7.5B	6,710	43%
Larson Financial Group, LLC	Very High $1.1M	$5.4B	4,937	35%
Cantor Fitzgerald Investment Advisors	Very High $1.1M	$1.3B	1,217	51%
Savvy	Very High $1.1M	$4.8B	4,552	25%
Cornerstone Wealth	Very High $1M	$2.4B	2,373	13%
SeaCrest Wealth Management, LLC	Very High $1M	$1.5B	1,475	25%
Jaffe Tilchin Investment Partners, LLC	Very High $1M	$1.7B	1,704	23%
Dynamic	Very High $960K	$5.3B	5,509	33%
HBKS Wealth Advisors	Very High $940K	$6.9B	7,344	22%
CX Institutional, LLC	Very High $940K	$4.3B	4,553	34%
Ethos Financial Group, LLC	Very High $920K	$1.8B	1,996	21%
Merit Financial Advisors	Very High $900K	$18B	20,040	22%
The Ascent Group, LLC	Very High $850K	$3.5B	4,177	21%
Aptus Capital Advisors, LLC	Very High $840K	$11B	12,693	19%
Diversify Advisory Services, LLC	Very High $840K	$4.4B	5,200	15%
Modern Wealth Management, LLC	Very High $830K	$9.6B	11,524	22%
United Capital Financial Advisors	Very High $830K	$21B	24,837	8%
Advisory Services Network	High $830K	$10B	12,426	9%
Jacobi Capital Management, LLC	High $820K	$2.4B	2,900	37%
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%
Strategic Blueprint, LLC	High $750K	$2.5B	3,338	27%
GLOBALT Investments	High $740K	$2.3B	3,062	24%
Summit Wealth Group	High $740K	$2.3B	3,117	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.	High $680K	$12B	17,878	44%
Sowell Management	High $680K	$4.3B	6,280	6%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Gladstone Wealth Partners	High $680K	$5.6B	8,302	27%
Stephens	High $670K	$14B	21,168	15%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Wealthcare Capital Management LLC	High $660K	$3.7B	5,638	23%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
Kestra Private Wealth Services, LLC	High $650K	$13B	19,977	27%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
Core Planning	High $610K	$530M	867	14%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
Blueprint Financial Advisors	Typical $600K	$1.4B	2,290	2%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
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%
Beacon Global Advisor Network, LLC	Typical $540K	$750M	1,388	13%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Centennial Securities Company Inc	Typical $510K	$1.3B	2,468	17%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
IFG Advisory, LLC	Typical $510K	$4.6B	9,038	39%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Advisory Solutions Group	Typical $510K	$410M	807	13%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Stonex Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Quartz Partners Investment Management	Typical $490K	$360M	744	12%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Founders Financial Alliance, LLC	Typical $480K	$1.1B	2,354	30%
Vicus Capital, Inc.	Typical $470K	$2.9B	6,170	36%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Flagship Harbor Advisors, LLC	Typical $460K	$3.4B	7,280	35%
OneSeven	Typical $460K	$7.3B	15,787	12%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
Lanark Financial, Inc.	Typical $450K	$1.6B	3,508	8%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Capitol Securities Management, Inc.	Typical $440K	$1.4B	3,177	41%
Csenge Advisory Group, LLC	Typical $430K	$3.1B	7,147	12%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Kovack Advisors, Inc.	Typical $430K	$5.6B	12,906	12%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Forefront	Typical $420K	$240M	572	18%
Sunbelt Securities	Typical $420K	$2.6B	6,198	15%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
The Pinnacle Financial Group	Typical $410K	$1.3B	3,150	40%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
B. Riley Wealth Advisors, Inc.	Typical $400K	$4B	10,096	8%
Compass Financial Management LLC	Typical $390K	$850M	2,152	9%
Novem Group	Typical $390K	$1.4B	3,513	7%
Alexander Capital Wealth Management LLC	Typical $390K	$240M	614	12%
Founders Financial Securities, LLC	Typical $390K	$3.7B	9,590	15%
A.G.P / Alliance Global Partners	Typical $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%
William Joseph Capital Management, Inc.	Low $370K	$690M	1,879	9%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Wealth Management	Low $360K	$1.7B	4,731	22%
Independent Solutions Wealth Management, LLC	Low $350K	$1.5B	4,265	6%
49 Financial	Low $340K	$1.3B	3,771	6%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Nfsg Corporation	Low $340K	$1B	3,036	25%
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%
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	Low $320K	$4.8B	14,964	34%
World Equity Group, Inc.	Low $320K	$1B	3,151	4%
Tandem Investment Advisors Inc	Low $320K	$3.2B	10,230	0%
First Citizens Asset Management, Inc	Low $310K	$380M	1,246	5%
Kinetic Investment Management, Inc.	Low $310K	$450M	1,453	5%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
Secure Asset Management, L.L.C.	Low $300K	$870M	2,877	8%
Bison Wealth, LLC	Low $300K	$2.5B	8,569	69%
RFG Advisory, LLC	Low $300K	$5.1B	17,207	7%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
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%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
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%
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%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
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%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Elevate Financial Planning and Wealth Management	Very Low $230K	$110M	457	3%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
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%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
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%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
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%
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%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%

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