AUM per client for Team firms serving clients in New Hampshire

Assets under management (AUM) per client measures the average amount of assets a firm manages for each client, offering insight into the type of clients the firm serves. Higher AUM per client often indicates firms with higher minimum investment requirements and more complex, personalized financial planning. Lower AUM per client suggests firms that provide broader access and more standardized services to a wider client base.

In New Hampshire, team firms—those with 5 to 30 advisors or managing over $500 million in assets—have a median AUM per client of about $1.12 million, slightly above the national median of roughly $1.02 million. The distribution shows a range from around $150,000 at the lower end to nearly $4.9 million at the higher end. This spread suggests that New Hampshire’s team firms serve a diverse client base, from affluent individuals seeking scalable, standardized advice to high-net-worth clients requiring more tailored and comprehensive planning. The variation can reflect either firms in earlier growth stages building their client base or intentionally smaller teams focusing on high-touch service for wealthier clients.

For you, understanding AUM per client helps clarify what kind of advisory experience to expect. A higher figure often means more personalized, complex planning but usually comes with higher minimums, while a lower figure may indicate easier access but more standardized offerings. There’s no single “right” number—it depends on your financial situation and service preferences. Use this metric alongside others to find an advisor whose approach aligns with your needs. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.