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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.56
Cordis Financial logo

Cordis Financial

Minneapolis, MN · Firm website

99%AUM growth, 2024 to 2026
$361MAUM in the 2026 filing
62%client growth
7people at the firm

AUM by filing

$152M2023
$181M2024
$318M2025
$361M2026

Clients by filing

1602023
1692024
2852025
2732026

Key people

  • Ingrid Strauss
    Ingrid StraussPartner, Financial PlannerOwner · 8 years at the firm
    in
  • Jeanna Fifer
    Jeanna FiferFinancial Planner & PartnerOwner · 8 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth99%104%
  • Client growth62%43%
  • People77
  • AUM per person$51.5M$49.7M

Rank by measure

  • Official rankNo. 5699%
  • Client growthNo. 3962%
  • AUM added per personNo. 52$25.6M
  • AUM per personNo. 47$51.5M

AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.

← No. 55 Scratch CapitalNo. 57 Kokua Capital Management →
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Cordis Financial: No. 56 on The Lean 100 (2026) — Private Wealth Daily