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

Assets under management (AUM) per client measures the average amount of assets a firm manages for each client, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms that focus on high-net-worth individuals with more complex financial needs, while lower figures suggest broader access with more standardized services.

In Virginia, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—show a median AUM per client of about $637,000, slightly below the national median of $653,677. With 241 such firms and nearly 2,000 advisors statewide, the distribution ranges widely from around $142,000 up to over $5.3 million per client. This spread suggests a diverse market where some firms cater to affluent clients with higher minimums and tailored planning, while others serve a broader client base with more accessible entry points. The variation can reflect either firms in early growth stages building their client base or intentionally maintaining a smaller, more exclusive clientele.

For you, understanding AUM per client helps clarify what kind of service and minimum investment level a firm might require, but it’s not a measure of quality. Higher AUM per client often means more personalized, complex planning, whereas lower numbers may indicate more standardized offerings and wider accessibility. Use this metric alongside others to find a financial advisor whose approach and client focus align with 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 Virginia 241 firms

Very Low $140K-$320K

Low $320K-$550K

Typical $550K-$780K

High $780K-$1.6M

Very High $1.6M-$5.4M

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

Median: $640K

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Firm	AUM/client	AUM	Clients	HNW client %
Brown Advisory	Very High $32M	$5.6B	172	84%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
Everett Harris & Co	Very High $16M	$11B	718	0%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Heritage Wealth Advisors	Very High $6.9M	$2.7B	384	66%
Andersen	Very High $6.8M	$3.8B	550	84%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Evanson Financial, LLC dba Evanson Asset Management	Very High $6M	$5.8B	972	87%
Badgley Phelps Wealth Managers	Very High $5.4M	$7B	1,282	80%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Brockenbrough	Very High $4.8M	$2.3B	482	76%
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%
Valeo Financial Advisors, LLC	Very High $4.2M	$13B	3,021	75%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Chilton Investment Services, LLC	Very High $3M	$5.1B	1,678	30%
Salem Investment Counselors Inc	Very High $2.9M	$3.8B	1,294	46%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
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%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
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%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
SEIA	Very High $2.3M	$22B	9,520	52%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Cassaday & Company, Inc.	Very High $2.2M	$7B	3,142	64%
Bogart Wealth, LLC	Very High $2.2M	$3.2B	1,442	50%
Pinnacle Associates, Ltd.	Very High $2.2M	$3.9B	1,808	24%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
Prosperity - An EisnerAmper Company	Very High $2.1M	$5B	2,369	42%
Keel Point, LLC	Very High $2.1M	$3.2B	1,560	54%
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%
JFS Wealth Advisors, LLC	Very High $1.7M	$3.8B	2,216	40%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
Elevation Point Wealth Partners, LLC	Very High $1.7M	$8.1B	4,879	33%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
The Burney Company	Very High $1.6M	$3B	1,880	48%
Arax Advisory Partners	High $1.6M	$24B	15,155	33%
Beaumont Financial Partners	High $1.5M	$2.8B	1,898	18%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
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%
XYPN Sapphire	High $1.3M	$940M	721	25%
Apella Wealth	High $1.3M	$10B	8,139	44%
Forum Financial Management, Lp	High $1.3M	$7.1B	5,622	31%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Procyon	High $1.2M	$3.4B	2,775	25%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
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%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
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%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
Mutual Advisors, LLC	High $920K	$8.9B	9,734	23%
Merit Financial Advisors	High $900K	$18B	20,040	22%
RiverFront Investment Group, LLC	High $890K	$1.1B	1,185	0%
Davidson Investment Advisors, Inc.	High $880K	$3.6B	4,091	24%
The Ascent Group, LLC	High $850K	$3.5B	4,177	21%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Advisory Services Network	High $830K	$10B	12,426	9%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
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%
Range Advisory, LLC	High $780K	$1.4B	1,773	45%
Waterloo Capital	Typical $780K	$2B	2,609	35%
FourStar Wealth Advisors, LLC	Typical $780K	$1.4B	1,753	16%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
The London Company of Virginia	Typical $760K	$4.2B	5,562	13%
Moors & Cabot, Inc.	Typical $750K	$3.7B	4,921	38%
Strategic Blueprint, LLC	Typical $750K	$2.5B	3,338	27%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Provenance Wealth advisors	Typical $740K	$2.1B	2,864	18%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Alera Investment Advisors, LLC	Typical $700K	$1.4B	2,034	17%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
M HOLDINGS SECURITIES, Inc.	Typical $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%
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%
Madison Partners	Typical $620K	$1.3B	2,042	18%
Core Planning	Typical $610K	$530M	867	14%
Wedbush Securities Inc.	Typical $610K	$6.4B	10,653	29%
Blueprint Financial Advisors	Typical $600K	$1.4B	2,290	2%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Financial Security Advisory Inc	Typical $590K	$1.8B	3,099	15%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
Lombard Advisers Incorporated	Low $540K	$510M	941	8%
Continuum Advisory, LLC	Low $540K	$1.8B	3,344	27%
Facet	Low $540K	$8.7B	16,053	18%
Trek Financial	Low $540K	$2.4B	4,539	15%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
intrua Financial	Low $510K	$1.7B	3,347	12%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Stonex Advisors Inc.	Low $500K	$4.9B	9,741	10%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
McAdam LLC	Low $480K	$2.7B	5,538	11%
The Wealth Consulting Group	Low $470K	$5.9B	12,646	33%
OneSeven	Low $460K	$7.3B	15,787	12%
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%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
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%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Corecap Advisors	Low $410K	$4B	9,671	10%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Foguth Wealth Management, LLC.	Low $400K	$1.1B	2,690	9%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Novem Group	Low $390K	$1.4B	3,513	7%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
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%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
NPA Asset Management, LLC	Low $360K	$840M	2,293	38%
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%
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%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
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.	Very Low $320K	$1B	3,151	4%
Tandem Investment Advisors Inc	Very Low $320K	$3.2B	10,230	0%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
BOK Financial Advisors	Very Low $310K	$1B	3,263	11%
First Citizens Asset Management, Inc	Very Low $310K	$380M	1,246	5%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
RFG Advisory, LLC	Very Low $300K	$5.1B	17,207	7%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
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%
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%
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%
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%
SB Advisory, LLC	Very Low $240K	$640M	2,634	4%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
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%
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%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
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%
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%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	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%
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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