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Assets Under Management (AUM) per Wealth Management Branch

Metric Details & Benchmarking Report Download

KPI Benchmarks : Assets Under Management (AUM) per Wealth Management Branch

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  • Benchmark Average
  • Benchmark Sample Size (n)

* Is High or Low Best:

Assets Under Management (AUM) per Wealth Management Branch

KPI Details

AUM per Wealth Management Branch measures the average dollar amount of client assets managed per wealth management branch or office. A relatively low value for this KPI may suggest that the company has poor performance related to new business development or that the wealth management branches are not in strategic or optimal locations. While a higher value for this KPI is generally preferred, extremely high values could have a negative impact on employee performance or customer service/experience.

KPI Definition

The total dollar amount of assets under management (AUM) divided by the total number of wealth management branches/offices managed by the company at the same point in time.

KPI Calculation Instructions Assets Under Management (AUM) per Wealth Management Branch?

KPI Formula :

Related Products

KPI's & Data 

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Clients per Advisor

The total number of wealth management clients managed by the company divided by the number of financial advisors working for the company at the same point in time.

KPI Type : Organizational

KPI's & Data 

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Revenue per Client

The total wealth management revenue earned by the company over the course of a year divided by the number of wealth management clients managed by the company over the same period of time.

KPI Type : Revenue

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