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Private Wealth Daily
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The Lean 100 · 2026 edition
No.60
Bernard Wealth Management Corp. logo

Bernard Wealth Management Corp.

Royal Oak, MI · Firm website

98%AUM growth, 2024 to 2026
$314MAUM in the 2026 filing
42%client growth
4people at the firm

AUM by filing

$144M2023
$159M2024
$278M2025
$314M2026

Clients by filing

2292023
2382024
3212025
3372026

Key people

  • Ken BernardPresidentOwner · 15 years at the firm
    in
  • Andy NiedermeierPartnerOwner · 7 years at the firm
    in
  • Deanna HarlessDirector of Financial PlanningOwner · 3 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth98%104%
  • Client growth42%43%
  • People47
  • AUM per person$78.6M$49.7M

Rank by measure

  • Official rankNo. 6098%
  • Client growthNo. 5342%
  • AUM added per personNo. 29$38.8M
  • AUM per personNo. 25$78.6M

AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.

← No. 59 Meredith Wealth PlanningNo. 61 Retiremitten Financial →
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Bernard Wealth Management Corp.: No. 60 on The Lean 100 (2026) — Private Wealth Daily