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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.71
Austin Wealth Management logo

Austin Wealth Management

Austin, TX · Firm website

91%AUM growth, 2024 to 2026
$1.08BAUM in the 2026 filing
12%client growth
18people at the firm

AUM by filing

$433M2023
$568M2024
$766M2025
$1.08B2026

Clients by filing

6282023
5612024
7232025
6292026

Key people

  • Kevin Smith
    Kevin SmithManaging PartnerOwner · 12 years at the firm
    in
  • Derek Ripp
    Derek RippPartnerOwner · 11 years at the firm
    in
  • Danny DavilaFounder1 year at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth91%104%
  • Client growth12%43%
  • People187
  • AUM per person$60.2M$49.7M

Rank by measure

  • Official rankNo. 7191%
  • Client growthNo. 9512%
  • AUM added per personNo. 47$28.6M
  • AUM per personNo. 38$60.2M
← No. 70 Bulman Wealth GroupNo. 72 Level Wealth Management →
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Austin Wealth Management: No. 71 on The Lean 100 (2026) — Private Wealth Daily