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Private Wealth Daily
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The Lean 100 · 2026 edition
No.35
Daviman Financial logo

Daviman Financial

Indianapolis, IN · Firm website

126%AUM growth, 2024 to 2026
$234MAUM in the 2026 filing
24%client growth
6people at the firm

AUM by filing

$69M2023
$104M2024
$153M2025
$234M2026

Clients by filing

1912023
2062024
2352025
2562026

Key people

  • Rone Davis
    Rone DavisPrincipal and Chief Investment OfficerOwner · 10 years at the firm
    in
  • Brendan Crews
    Brendan CrewsPortfolio Manager10 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth126%104%
  • Client growth24%43%
  • People67
  • AUM per person$39.0M$49.7M

Rank by measure

  • Official rankNo. 35126%
  • Client growthNo. 7624%
  • AUM added per personNo. 64$21.7M
  • AUM per personNo. 71$39.0M
← No. 34 Arch Global AdvisorsNo. 36 Cross Border Wealth →
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Daviman Financial: No. 35 on The Lean 100 (2026) — Private Wealth Daily