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Private Wealth Daily
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The Lean 100 · 2026 edition
No.74

Cardinal Wealth Advisory

Memphis, TN

88%AUM growth, 2024 to 2026
$273MAUM in the 2026 filing
13%client growth
3people at the firm

AUM by filing

$125M2023
$145M2024
$208M2025
$273M2026

Clients by filing

752023
912024
932025
1032026

Key people

  • Wilson BartonChief Compliance OfficerOwner · 6 years at the firm
    in
  • Daniel Keel, IiiInvestment AdvisorOwner · 14 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth88%104%
  • Client growth13%43%
  • People37
  • AUM per person$91.1M$49.7M

Rank by measure

  • Official rankNo. 7488%
  • Client growthNo. 9213%
  • AUM added per personNo. 22$42.6M
  • AUM per personNo. 19$91.1M
← No. 73 Financial Designs Wealth ManagementNo. 75 Heisten Wrenn Private Wealth →
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Cardinal Wealth Advisory: No. 74 on The Lean 100 (2026) — Private Wealth Daily