Potential AUM per Advisor by State

States are ranked by the average potential AUM available based on comparing net worth and household data to the number of active registered investment advisors in that state.

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Data for active investment advisors comes from the SEC's form ADV for June 2025. Household number and net worth data comes from the U.S. Census Bureau for 2023.

Source: SmartAsset 2025 StudyEmbed