AUM per client for Team firms serving clients in Connecticut

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 with higher minimum investment requirements and more complex, customized planning, while lower figures suggest broader access with more standardized services.

In Connecticut, team firms—those with 5 to 30 advisors or managing over $500 million—show a median AUM per client of about $1.4 million, which is notably higher than the national median for similar firms. This suggests that many Connecticut teams focus on wealthier clients, providing more tailored and comprehensive financial planning. The distribution ranges widely, from around $150,000 to over $5 million per client, indicating a mix of firms serving both affluent households at scale and high-net-worth clients with more specialized needs. This variation can reflect either firms in earlier growth stages or those intentionally maintaining smaller, more exclusive client bases.

For you, understanding AUM per client helps clarify the kind of service model a firm might offer. There’s no single “right” number—higher AUM per client often means more personalized attention but higher entry points, while lower numbers may offer easier access with more standardized advice. Use this metric alongside others to find a firm that aligns with your financial situation and preferences.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.