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Private Wealth Daily
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The Lean 100 · 2026 edition
No.48
Colton Groome Financial Advisors logo

Colton Groome Financial Advisors

Asheville, NC · Firm website

107%AUM growth, 2024 to 2026
$725MAUM in the 2026 filing
26%client growth
16people at the firm

AUM by filing

$282M2023
$351M2024
$444M2025
$725M2026

Clients by filing

2552023
2872024
3252025
3622026

Key people

  • Matt GroomeCo-ceoOwner · 17 years at the firm
    in
  • George GroomeSIE, Series 6, Series 63Co-CEO & Director of Insurance StrategiesOwner · 10 years at the firm
    in
  • Taylor Poteat
    Taylor PoteatChief Operating Officer & Chief Compliance OfficerOwner · 7 years at the firm
    in
  • Jay Reese
    Jay ReeseDirector of Investment Strategies6 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth107%104%
  • Client growth26%43%
  • People167
  • AUM per person$45.3M$49.7M

Rank by measure

  • Official rankNo. 48107%
  • Client growthNo. 7126%
  • AUM added per personNo. 60$23.4M
  • AUM per personNo. 60$45.3M
← No. 47 The Dala GroupNo. 49 Polaris Financial Partners →
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Colton Groome Financial Advisors: No. 48 on The Lean 100 (2026) — Private Wealth Daily