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Private Wealth Daily
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The Lean 100 · 2026 edition
No.10
Burkholder Wealth Management logo

Burkholder Wealth Management

Tulsa, OK · Firm website

164%AUM growth, 2024 to 2026
$380MAUM in the 2026 filing
62%client growth
8people at the firm

AUM by filing

$114M2023
$144M2024
$255M2025
$380M2026

Clients by filing

1412023
1652024
2392025
2682026

Key people

  • Eric BurkholderFounder & CEOOwner · 7 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth164%104%
  • Client growth62%43%
  • People87
  • AUM per person$47.5M$49.7M

Rank by measure

  • Official rankNo. 10164%
  • Client growthNo. 3662%
  • AUM added per personNo. 43$29.5M
  • AUM per personNo. 53$47.5M
← No. 9 Stevens Capital PartnersNo. 11 Seven Hills Financial →
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Burkholder Wealth Management: No. 10 on The Lean 100 (2026) — Private Wealth Daily