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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.6
Clark Asset Management logo

Clark Asset Management

Portsmouth, NH · Firm website

190%AUM growth, 2024 to 2026
$1.32BAUM in the 2026 filing
133%client growth
14people at the firm

AUM by filing

$282M2023
$457M2024
$778M2025
$1.32B2026

Clients by filing

852023
1182024
2202025
2752026

Key people

  • Bradley Clark
    Bradley ClarkCEO & FounderOwner · 10 years at the firm
    in
  • Jessica Harmon
    Jessica HarmonPrincipal & Owner
    in
  • Micheal LevyDirector of Financial Planning Services3 years at the firm
    in
  • Erin Mcclain
    Erin McclainLead Financial Planner
    in

Against the list

  • MeasureThis firmList median
  • AUM growth190%104%
  • Client growth133%43%
  • People147
  • AUM per person$94.6M$49.7M

Rank by measure

  • Official rankNo. 6190%
  • Client growthNo. 8133%
  • AUM added per personNo. 11$61.9M
  • AUM per personNo. 17$94.6M
← No. 5 Alpha Solutions Investment AdvisorsNo. 7 Hudson Capital Advisory →
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Clark Asset Management: No. 6 on The Lean 100 (2026) — Private Wealth Daily