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

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 and more standardized services.

In Wisconsin, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—have a median AUM per client of about $455,475, which is below the national median of roughly $630,000. With 185 such firms and 1,757 advisors statewide, this distribution suggests many Wisconsin firms serve a diverse client base that may include both mass-affluent and high-net-worth individuals. The range of AUM per client here reflects a mix of firms that might be intentionally maintaining lower minimums to reach more clients, alongside others that focus on wealthier households with more tailored services. This blend is typical of multi-team firms, where different teams within the same organization cater to distinct client segments.

For you, this means AUM per client is a helpful indicator of how a firm structures its services and client minimums, but it’s not a measure of quality. Higher AUM per client usually means more personalized, complex planning, while lower numbers often signal greater accessibility and standardized offerings. 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 Wisconsin 185 firms

Very Low $110K-$280K

Low $280K-$320K

Typical $320K-$660K

High $660K-$1.3M

Very High $1.3M-$2.6M

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

Median: $460K

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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%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Sequent Planning, Llc	Very Low $98K	$590M	6,015	1%
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%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Midwestern Securities Trading Co., LLC	Very Low $160K	$1.9B	11,709	2%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	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%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
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%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	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%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
Silver Oak Securities, Inc.	Low $280K	$2.4B	8,631	5%
IHT Wealth Management LLC	Low $280K	$7.1B	25,096	28%
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%
Intellicents Investment Solutions Inc	Low $300K	$2.3B	7,776	10%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
WORLD EQUITY GROUP, Inc.	Low $320K	$1B	3,151	4%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
On Investment Management CO	Typical $320K	$3B	9,317	9%
A.G.P / Alliance Global Partners	Typical $320K	$2.1B	6,635	6%
Trustmont Advisory Group, Inc.	Typical $320K	$1.4B	4,322	6%
Latitude Advisors, LLC	Typical $320K	$490M	1,525	8%
BFC PLANNING, Inc.	Typical $330K	$3.7B	11,327	5%
Kingswood Wealth Advisors, LLC	Typical $330K	$3.7B	11,259	20%
Regal Investment Advisors LLC	Typical $330K	$2.7B	8,220	7%
CL Wealth Management LLC	Typical $340K	$730M	2,165	29%
Independent Wealth Network, Inc.	Typical $340K	$490M	1,445	18%
Nfsg Corporation	Typical $340K	$1B	3,036	25%
Foundations Investment Advisors LLC	Typical $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Typical $340K	$590M	1,716	9%
Signal Advisors Wealth, LLC	Typical $350K	$1.7B	4,816	10%
Strategic Wealth Investment Group, LLC	Typical $350K	$1.4B	3,900	7%
Brookwood Investment Group	Typical $360K	$1.3B	3,500	6%
Wealth Management	Typical $360K	$1.7B	4,731	22%
BCG Securities, inc.	Typical $370K	$750M	2,060	8%
Inspire Advisors, LLC	Typical $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Typical $380K	$5.2B	13,711	7%
Founders Financial Securities, LLC	Typical $390K	$3.7B	9,590	15%
Cornerstone Wealth Management, LLC	Typical $390K	$4.8B	12,454	28%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
Lifemark Securities Corp.	Typical $400K	$420M	1,053	6%
Verus Capital Partners, LLC	Typical $410K	$2.1B	5,086	8%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
Sunbelt Securities	Typical $420K	$2.6B	6,198	15%
International Assets Investment Management, LLC	Typical $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%
Capitol Securities Management, Inc.	Typical $440K	$1.4B	3,177	41%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Lanark Financial, Inc.	Typical $450K	$1.6B	3,508	8%
Northland Asset Management	Typical $460K	$400M	875	55%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Focus Financial	Typical $490K	$6.7B	13,560	13%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Advisory Solutions Group	Typical $510K	$410M	807	13%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Centennial Securities Company Inc	Typical $510K	$1.3B	2,468	17%
Facet	Typical $520K	$7.6B	14,741	20%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Trek Financial	Typical $540K	$2.4B	4,539	15%
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%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Blueprint Financial Advisors	Typical $600K	$1.4B	2,290	2%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Core Planning	Typical $610K	$530M	867	14%
Madison Partners	Typical $620K	$1.3B	2,042	18%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
Stephens	High $670K	$14B	21,168	15%
Gladstone Wealth Partners	High $680K	$5.6B	8,302	27%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Sowell Management	High $680K	$4.3B	6,280	6%
Assuredpartners Investment Advisors	High $690K	$1.3B	1,818	21%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
Alera Investment Advisors, LLC	High $700K	$1.4B	2,034	17%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Provenance Wealth advisors	High $740K	$2.1B	2,864	18%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Nicolet Wealth Management	High $740K	$2.8B	3,791	16%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Ashton Thomas Securities, LLC	High $810K	$1.9B	2,281	13%
Advisory Services Network	High $830K	$10B	12,426	9%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Riverfront Investment Group, LLC	High $890K	$1.1B	1,185	0%
Advisornet Wealth Partners	High $900K	$3.1B	3,499	26%
Merit Financial Advisors	High $900K	$18B	20,040	22%
North Star Asset Management Inc	High $900K	$3.1B	3,442	24%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Savvy	High $1.1M	$4.8B	4,552	25%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Calamos Wealth Management LLC	High $1.2M	$4.8B	4,072	77%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Forum Financial Management, Lp	Very High $1.3M	$7.1B	5,622	31%
Summit Financial, LLC	Very High $1.3M	$23B	17,809	13%
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%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Dana Investment Advisors Inc	Very High $1.7M	$2.3B	1,330	53%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Johnson Wealth Inc.	Very High $1.8M	$3.9B	2,238	92%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Orgel Wealth Management, LLC	Very High $1.9M	$7.1B	3,786	39%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
JMG Financial Group LTD	Very High $4.2M	$7.5B	1,776	79%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
Crescent Grove Advisors	Very High $16M	$5.1B	325	89%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%

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