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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.66
CFG Retirement logo

CFG Retirement

Edina, MN · Firm website

95%AUM growth, 2024 to 2026
$241MAUM in the 2026 filing
101%client growth
7people at the firm

AUM by filing

$90M2023
$123M2024
$182M2025
$241M2026

Clients by filing

2332023
2692024
3672025
5412026

Key people

  • Vincent OldrePresidentOwner · 11 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth95%104%
  • Client growth101%43%
  • People77
  • AUM per person$34.4M$49.7M

Rank by measure

  • Official rankNo. 6695%
  • Client growthNo. 15101%
  • AUM added per personNo. 80$16.8M
  • AUM per personNo. 79$34.4M
← No. 65 Kingsman Wealth ManagementNo. 67 Riverstone Advisors →
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CFG Retirement: No. 66 on The Lean 100 (2026) — Private Wealth Daily