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Private Wealth Daily

FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%

The Lean 100 · 2026 edition

^No.24

Able Wealth Management

Toms River, NJ · Firm website

137%AUM growth, 2024 to 2026

$580MAUM in the 2026 filing

43%client growth

7people at the firm

AUM by filing

$189M2023

$244M2024

$322M2025

$580M2026

Clients by filing

6482023

7192024

7602025

1,0302026

Key people

Joel KaplowitzCo-Founder and Managing PartnerOwner · 8 years at the firm
in
Seth HodesCo-Founder & Financial AdvisorOwner · 8 years at the firm
in

Against the list

MeasureThis firmList median
AUM growth137%104%
Client growth43%43%
People77
AUM per person$82.8M$49.7M

Rank by measure

Official rankNo. 24137%
Client growthNo. 5043%
AUM added per personNo. 19$47.9M
AUM per personNo. 22$82.8M

← No. 23 Empower Wealth Management No. 25 Thrive Retirement Specialists →

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Able Wealth Management: No. 24 on The Lean 100 (2026) — Private Wealth Daily