AUM per client for Supported firms serving clients in Georgia

Assets under management (AUM) per client measures the average amount of assets a financial advisory firm manages for each client. This metric helps indicate the type of clients a firm serves: higher AUM per client usually points to firms focused on high-net-worth individuals with more complex financial needs, while lower AUM per client often reflects firms serving a broader, more affluent audience with standardized services.

In Georgia, among supported firms—those with 1 to 4 advisors plus staff or managing over $200 million—the median AUM per client is about $689,000, slightly below the national median of $784,000. With 379 firms and nearly 700 advisors, the distribution shows a range from around $53,000 up to nearly $2.75 million per client. This spread suggests a diverse market where some firms focus on scalable, accessible services for affluent clients, while others cater to higher-net-worth individuals requiring more personalized, complex planning. The variation reflects two common approaches: firms intentionally designed for broader client bases with lower minimums, and boutique practices built around deep, bespoke financial strategies.

For you, understanding AUM per client can clarify what kind of advisory experience to expect. There’s no single “right” number—lower AUM per client may mean more standardized service and accessibility, while higher figures often indicate tailored, high-touch planning with higher minimum investments. 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.