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

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 focused on wealthier clients with more complex financial needs, while lower figures suggest broader access with more standardized services.

In Utah, multi-team firms—those with 30 to 300 advisors or managing over $3 billion—show a median AUM per client of about $597,000, slightly below the national median of $630,000. The distribution ranges from roughly $135,000 to $3.4 million, indicating a wide variety of client types served across these firms. This spread suggests that some firms in Utah cater to clients with more modest asset levels, possibly emphasizing accessibility and standardized planning, while others focus on higher-net-worth individuals with more tailored services. The variation may also reflect firms at different stages of growth or with distinct strategic focuses within the multi-team model.

For you, this means AUM per client is a useful signal of the kind of service and client base a firm targets, but it’s not a measure of quality. A higher number often means more personalized, complex planning with higher minimums, while a lower number points to broader access and potentially more standardized offerings. Consider this metric alongside others to find a financial advisor whose approach matches your investment size, financial 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 Utah 156 firms

Very Low $130K-$260K

Low $260K-$430K

Typical $430K-$800K

High $800K-$1.3M

Very High $1.3M-$3.4M

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

Median: $600K

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Firm	AUM/client	AUM	Clients	HNW client %
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
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%
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%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
St. Bernard Financial Services, Inc.	Very Low $170K	$140M	798	2%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
ThePartners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
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%
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%
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%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	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	Low $260K	$5.8B	22,064	8%
Berthel Fisher & Company Financial Services, Inc.	Low $270K	$880M	3,323	1%
Portfolio Medics, LLC	Low $270K	$780M	2,929	1%
B.O.S.S. Retirement Advisors, LLC	Low $270K	$1.4B	4,956	3%
TCFG Investment Advisors, LLC	Low $270K	$640M	2,334	3%
Packerland Brokerage Services, Inc.	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%
Symmetry Partners	Low $290K	$2.5B	8,476	8%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
RFG Advisory, LLC	Low $300K	$5.1B	17,207	7%
Kinetic Investment Management, Inc.	Low $310K	$450M	1,453	5%
BOK Financial Advisors	Low $310K	$1B	3,263	11%
Realta Investment Advisors, Inc	Low $310K	$380M	1,213	31%
WORLD EQUITY GROUP, Inc.	Low $320K	$1B	3,151	4%
On Investment Management CO	Low $320K	$3B	9,317	9%
A.G.P / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
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%
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%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
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%
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.	Typical $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Lanark Financial, Inc.	Typical $450K	$1.6B	3,508	8%
Maia Wealth	Typical $460K	$970M	2,127	11%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
OneSeven	Typical $460K	$7.3B	15,787	12%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Facet	Typical $520K	$7.6B	14,741	20%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
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%
Nwf Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Blueprint Financial Advisors	Typical $600K	$1.4B	2,290	2%
Core Planning	Typical $610K	$530M	867	14%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Retirement Planners of America	Typical $630K	$3.6B	5,625	20%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Ascentis Independent Advisors, LLC	Typical $740K	$2B	2,690	23%
Provenance Wealth advisors	Typical $740K	$2.1B	2,864	18%
Strategic blueprint, LLC	Typical $750K	$2.5B	3,338	27%
Capita Financial Network, LLC	High $800K	$2.3B	2,888	21%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
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%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Dynamic	High $960K	$5.3B	5,509	33%
Savvy	High $1.1M	$4.8B	4,552	25%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Winthrop Wealth	High $1.2M	$2.9B	2,405	31%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Cain, Watters & Associates, LLC	Very High $1.3M	$2.9B	2,274	35%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Soltis Investment Advisors, LLC	Very High $1.3M	$6.9B	5,113	63%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Pure Financial Advisors, LLC	Very High $1.5M	$11B	7,503	48%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
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%
Stoker Ostler, a Part of BMO Financial Group	Very High $2.3M	$3.7B	1,579	60%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Crewe Advisors	Very High $3.4M	$1.7B	514	59%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Plancorp, LLC	Very High $4.2M	$9.4B	2,251	57%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Williams Jones Wealth Management, LLC	Very High $7.3M	$11B	1,517	88%
Sepio Capital, LP	Very High $15M	$4.1B	276	100%

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