HNW client percentage for Multi-team firms serving clients in Georgia

High-net-worth (HNW) client percentage measures the share of a firm’s clients who meet the SEC’s high-net-worth threshold—roughly $1.1 million in managed assets or $2.2 million in net worth. This metric helps indicate the type of clients a firm is designed to serve: higher percentages suggest a focus on wealthier clients with more complex financial needs, while lower percentages imply broader accessibility to a wider range of investors.

In Georgia, among multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—the median HNW client percentage is 16.2%, somewhat below the national median of 20.42%. The distribution ranges widely, with some firms serving almost exclusively HNW clients and others catering to a more mass-affluent clientele. This spread suggests that Georgia’s multi-team firms vary in their client focus: some may be early-stage or intentionally designed to serve a broader market, while others concentrate more heavily on high-net-worth households. The presence of multiple service tiers within these firms means that the overall percentage blends diverse client segments, so the firm-wide figure offers a general sense but not the full picture of any individual team’s focus.

For you, understanding a firm’s HNW client percentage can clarify whether its services align with your financial profile and needs. There’s no single “right” percentage—higher values often mean more personalized, complex planning but higher minimums, while lower values indicate broader access and potentially more standardized offerings. Use this metric alongside others to gauge how a firm fits your situation and goals. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.