10.08.25

Growth-Minded Advisors Look Beyond AUM To Divvy Up Clients

by: Sam Del Rowe

Financial advisors are increasingly moving beyond asset-based client segmentation, incorporating factors like complexity, profession, stage of life and growth potential to tailor service levels. A study from LPL Financial found that 30% to 60% of growth comes from the top 10% of clients by assets under management (AUM), while 35% comes from clients with at least $500,000. Firms such as Amplius Wealth Advisors, Procyon, Balefire Wealth and Mirus Planning adjust tiers based on these additional factors. Segmentation guides how often advisors meet with clients and the resources allocated to them. By considering both assets and client-specific needs, advisors aim to enhance service, identify growth opportunities and maintain sustainable, high-quality relationships.

Read the full article on Financial Advisor IQ