AUM per client for Team firms serving clients in Delaware

AUM per client measures the total assets a firm manages divided by its number of clients, providing insight into the type of clients a firm serves. Higher AUM per client often indicates firms that work with high-net-worth individuals and offer more personalized, complex planning, while lower numbers suggest firms serving a broader client base with more standardized services.

In Delaware, among team firms—which typically have 5 to 30 advisors or manage over $500 million—the median AUM per client is about $1,074,811. This figure is slightly above the national median for similar firms, suggesting that Delaware’s team firms generally focus on affluent clients with moderately complex financial needs. The distribution shows a range from around $285,648 to over $4.5 million per client, indicating a mix of firms: some may be early-stage or intentionally smaller, serving clients with lower asset levels, while others cater to high-net-worth families with more bespoke services. This spread reflects the diversity of client focus and service models within the state’s advisory teams.

For you, this means that AUM per client is a useful signal to understand what kind of service and client profile a firm targets, but it’s not a measure of quality. Higher AUM per client usually means higher minimums and more personalized attention, while lower numbers suggest broader access and more 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.