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AUM per Client (Total Assets ÷ Client Accounts) shows the typical portfolio size an advisor manages. The goal: find an advisor whose average client looks like you. Too small and you may get less attention; too large and they may lack experience with your complexity level.

Portfolio Size Ranges

Under $250K: Emerging investors, lower minimums, more standardized/automated services, often newer advisors building practices.

$250K–$500K: Middle-market sweet spot—comprehensive planning, personalized attention, balanced fees, experienced advisors.

$500K–$1M: Sophisticated planning, customized strategies, tax/estate expertise, established advisors with comprehensive services.

$1M–$5M: High-net-worth focus—white-glove service, direct advisor access, advanced tax optimization, potential family office features.

$5M+: Ultra-high-net-worth—dedicated teams, alternative investments, multi-generational planning, institutional access.

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Ideal match: Look for advisors where your portfolio is close to their average—you'll get appropriate attention from someone experienced with your level of complexity.

Data source: Calculated from Form ADV filings (total AUM ÷ client accounts).

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$500K

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Showing advisors with average clients between $250K – $1M

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Portfolio Size Ranges

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Portfolio Size Ranges

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