AUM is the total market value of assets managed by a financial advisor, portfolio manager or investment firm. Clients can use AUM to evaluate investment performance or their advisor’s success managing ...

An advisor’s AUM could be based on many clients with small investments or a few clients with big investments — or both. Many, or all, of the products featured on this page are from our advertising ...

AUM is a key metric in investing and advisory services—here’s how it works, why it matters and what it tells you about firms and advisors. Written By Written by Staff Personal Finance Editor, Buy Side ...