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Private Wealth Daily
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The Lean 100 · 2026 edition
No.28
ARQ Wealth Advisors logo

ARQ Wealth Advisors

Scottsdale, AZ · Firm website

133%AUM growth, 2024 to 2026
$1.21BAUM in the 2026 filing
54%client growth
18people at the firm

AUM by filing

$420M2023
$520M2024
$702M2025
$1.21B2026

Clients by filing

3802023
3942024
4732025
6052026

Key people

  • Rich SiegelWealth Advisor, DirectorOwner · 2 years at the firm
    in
  • Jay RobinsonPartnerOwner · 12 years at the firm
  • Carl MarinerDirector of Strategic PlanningOwner · 2 years at the firm
    in
  • Matthew DunnPrincipal ConsultantOwner
    in

Against the list

  • MeasureThis firmList median
  • AUM growth133%104%
  • Client growth54%43%
  • People187
  • AUM per person$67.4M$49.7M

Rank by measure

  • Official rankNo. 28133%
  • Client growthNo. 4454%
  • AUM added per personNo. 30$38.5M
  • AUM per personNo. 33$67.4M
← No. 27 Diversifi CapitalNo. 29 Oath Planning →
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ARQ Wealth Advisors: No. 28 on The Lean 100 (2026) — Private Wealth Daily