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 %
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
Crescent Grove Advisors	Very High $16M	$5.1B	325	89%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
JMG Financial Group LTD	Very High $4.2M	$7.5B	1,776	79%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
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%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
Orgel Wealth Management, LLC	Very High $1.9M	$7.1B	3,786	39%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Johnson Wealth Inc.	Very High $1.8M	$3.9B	2,238	92%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Dana Investment Advisors Inc	Very High $1.7M	$2.3B	1,330	53%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Zacks Investment Management, Inc.	Very High $1.3M	$4.5B	3,344	39%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Summit Financial, LLC	Very High $1.3M	$23B	17,809	13%
Forum Financial Management, Lp	Very High $1.3M	$7.1B	5,622	31%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Calamos Wealth Management LLC	High $1.2M	$4.8B	4,072	77%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
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%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Savvy	High $1.1M	$4.8B	4,552	25%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
North Star Asset Management Inc	High $900K	$3.1B	3,442	24%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Advisornet Wealth Partners	High $900K	$3.1B	3,499	26%
Riverfront Investment Group, LLC	High $890K	$1.1B	1,185	0%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
Advisory Services Network	High $830K	$10B	12,426	9%
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%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
Nicolet Wealth Management	High $740K	$2.8B	3,791	16%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Provenance Wealth advisors	High $740K	$2.1B	2,864	18%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Alera Investment Advisors, LLC	High $700K	$1.4B	2,034	17%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
Assuredpartners Investment Advisors	High $690K	$1.3B	1,818	21%
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	Typical $660K	$3.7B	5,638	23%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	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%
Balefire, LLC	Typical $600K	$1B	1,757	13%
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%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Facet	Typical $520K	$7.6B	14,741	20%
Centennial Securities Company Inc	Typical $510K	$1.3B	2,468	17%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
intrua Financial	Typical $510K	$1.7B	3,347	12%
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%
Focus Financial	Typical $490K	$6.7B	13,560	13%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
Northland Asset Management	Typical $460K	$400M	875	55%
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%
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%
Sunbelt Securities	Typical $420K	$2.6B	6,198	15%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Verus Capital Partners, LLC	Typical $410K	$2.1B	5,086	8%
Lifemark Securities Corp.	Typical $400K	$420M	1,053	6%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
Cornerstone Wealth Management, LLC	Typical $390K	$4.8B	12,454	28%
Founders Financial Securities, LLC	Typical $390K	$3.7B	9,590	15%
LaSalle St. Investment Advisors, L.L.C.	Typical $380K	$5.2B	13,711	7%
Inspire Advisors, LLC	Typical $370K	$1.3B	3,523	9%
BCG Securities, inc.	Typical $370K	$750M	2,060	8%
Wealth Management	Typical $360K	$1.7B	4,731	22%
Brookwood Investment Group	Typical $360K	$1.3B	3,500	6%
Strategic Wealth Investment Group, LLC	Typical $350K	$1.4B	3,900	7%
Signal Advisors Wealth, LLC	Typical $350K	$1.7B	4,816	10%
Financial Gravity Family Office Services, LLC	Typical $340K	$590M	1,716	9%
Foundations Investment Advisors LLC	Typical $340K	$10B	29,615	20%
Nfsg Corporation	Typical $340K	$1B	3,036	25%
Independent Wealth Network, Inc.	Typical $340K	$490M	1,445	18%
CL Wealth Management LLC	Typical $340K	$730M	2,165	29%
Regal Investment Advisors LLC	Typical $330K	$2.7B	8,220	7%
Kingswood Wealth Advisors, LLC	Typical $330K	$3.7B	11,259	20%
BFC PLANNING, Inc.	Typical $330K	$3.7B	11,327	5%
Latitude Advisors, LLC	Typical $320K	$490M	1,525	8%
Trustmont Advisory Group, Inc.	Typical $320K	$1.4B	4,322	6%
A.G.P / Alliance Global Partners	Typical $320K	$2.1B	6,635	6%
On Investment Management CO	Typical $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%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
Intellicents Investment Solutions Inc	Low $300K	$2.3B	7,776	10%
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%
IHT Wealth Management LLC	Low $280K	$7.1B	25,096	28%
Silver Oak Securities, Inc.	Low $280K	$2.4B	8,631	5%
Packerland Brokerage Services, Inc.	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%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
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%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
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%
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%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
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%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Midwestern Securities Trading Co., LLC	Very Low $160K	$1.9B	11,709	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%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Sequent Planning, Llc	Very Low $98K	$590M	6,015	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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