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

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 cater to wealthier individuals with more complex financial needs, while lower numbers suggest broader access and more standardized services.

In Tennessee, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—have a median AUM per client of about $573,000, slightly below the national median of $630,000. The distribution shows a range from around $168,000 up to over $2.5 million, indicating a diverse market. This spread suggests that some firms in Tennessee focus on serving a broader client base with more accessible minimums, while others target higher-net-worth clients with more specialized services. The variation reflects the two common interpretations: some firms are in earlier growth stages with lower AUM per client, while others intentionally maintain smaller, high-net-worth client segments.

For you, understanding AUM per client helps clarify the kind of service and minimum investment levels you might expect from a firm. There’s no single “right” number—it’s about fit. Higher AUM per client often means more personalized, complex planning but may require higher minimums, whereas lower AUM per client can offer greater accessibility with more standardized service. Use this metric alongside others to find an advisor whose approach matches your financial situation and goals.

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 Tennessee 171 firms

Very Low $170K-$280K

Low $280K-$430K

Typical $430K-$700K

High $700K-$1.1M

Very High $1.1M-$2.5M

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

Median: $570K

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Firm	AUM/client	AUM	Clients	HNW client %
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Sequent Planning, Llc	Very Low $98K	$590M	6,015	1%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
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%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Blackridge Asset Management, LLC	Very Low $240K	$360M	1,502	35%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
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%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
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.	Low $280K	$2.4B	8,631	5%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
RFG Advisory, LLC	Low $300K	$5.1B	17,207	7%
Bison Wealth, LLC	Low $300K	$2.5B	8,569	69%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Realta Investment Advisors, Inc	Low $310K	$380M	1,213	31%
Level Four Advisory Services	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%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
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%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Corecap Advisors	Low $410K	$4B	9,671	10%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Csenge Advisory Group, LLC	Typical $430K	$3.1B	7,147	12%
Arvest Wealth management	Typical $440K	$2.9B	6,689	9%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
OneSeven	Typical $460K	$7.3B	15,787	12%
Flagship Harbor Advisors, LLC	Typical $460K	$3.4B	7,280	35%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Vicus Capital, Inc.	Typical $470K	$2.9B	6,170	36%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
HighPoint Planning Partners	Typical $510K	$4.7B	9,160	36%
Facet	Typical $520K	$7.6B	14,741	20%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Nwf Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
The Patriot Financial Group, LLC	Typical $600K	$1.4B	2,361	16%
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%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Stephens	Typical $670K	$14B	21,168	15%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Assuredpartners Investment Advisors	Typical $690K	$1.3B	1,818	21%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Sagespring Wealth Partners	High $730K	$8.4B	11,558	18%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Summit Wealth Group	High $740K	$2.3B	3,117	19%
Cooper Mcmanus	High $790K	$2.7B	3,379	16%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Advisory Services Network	High $830K	$10B	12,426	9%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
Cetera Planning Partners	High $850K	$4B	4,748	31%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Dynamic	High $960K	$5.3B	5,509	33%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Savvy	High $1.1M	$4.8B	4,552	25%
Thoroughbred Financial Services, LLC	Very High $1.1M	$2.7B	2,520	27%
Stratos Wealth Advisors LLC	Very High $1.1M	$5.4B	4,928	28%
Larson Financial Group, LLC	Very High $1.1M	$5.4B	4,937	35%
Eversource Wealth Advisors, LLC	Very High $1.2M	$3.8B	3,255	47%
Concurrent Investment Advisors, LLC	Very High $1.2M	$16B	13,268	23%
Winthrop Wealth	Very High $1.2M	$2.9B	2,405	31%
Procyon	Very High $1.2M	$3.4B	2,775	25%
APELLA Wealth	Very High $1.3M	$10B	8,139	44%
Summit Financial, LLC	Very High $1.3M	$23B	17,809	13%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	Very High $1.3M	$4.5B	3,344	39%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Arax Advisory Partners	Very High $1.6M	$24B	15,155	33%
The Burney Company	Very High $1.6M	$3B	1,880	48%
Donaldson Capital Management LLC	Very High $1.7M	$2.9B	1,736	41%
BIP Wealth, LLC	Very High $1.7M	$5.2B	3,108	50%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
Manning & Napier Advisors, LLC	Very High $1.9M	$5.9B	3,024	51%
Keel Point, LlC	Very High $2.1M	$3.2B	1,560	54%
SYM Financial Advisors	Very High $2.1M	$3.8B	1,801	47%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
SEIA	Very High $2.3M	$22B	9,520	52%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Cyndeo Wealth Partners	Very High $2.5M	$3.1B	1,219	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Linscomb Wealth, Inc.	Very High $3.1M	$5B	1,640	65%
Red Door Wealth Management, LLC	Very High $3.1M	$2.9B	929	46%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Plancorp, LLC	Very High $4.2M	$9.4B	2,251	57%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Calydon Capital, LLC	Very High $8.5M	$2.4B	282	100%
Constellation Wealth Advisors	Very High $10M	$4.2B	403	88%

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