AUM per client for Team firms serving clients in Georgia

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 that work with wealthier clients requiring more complex, personalized planning, while lower AUM per client suggests broader access with more standardized services.

In Georgia, among team firms—those with 5 to 30 advisors or managing over $500 million—the median AUM per client is about $930,000. This figure is slightly below the broader national median for similar firms, which sits just over $1 million. The distribution in Georgia ranges from around $159,000 at the lower end to nearly $4 million at the higher end, showing a wide spectrum of client focus. This suggests that some Georgia-based teams serve affluent clients with streamlined, repeatable planning, while others cater to high-net-worth individuals with more bespoke services. The variation reflects different business models: some firms prioritize accessibility and scale, while others emphasize specialized, high-touch advice.

For you, understanding AUM per client helps clarify what kind of relationship and service level to expect. There’s no single “right” number—it depends on your financial situation and preferences. Higher AUM per client often means more tailored attention but higher minimums, while lower numbers may offer easier entry and more standardized planning. Use this metric alongside others to find a firm that aligns with your needs and goals. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.