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Wednesday, November 4, 2026 · Today’s edition, 6:30 a.m. ETWed, Nov 4 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
84%AUM growth, 2024 to 2026
$751MAUM in the 2026 filing
30%client growth
14people at the firm

AUM by filing

$277M2023
$408M2024
$664M2025
$751M2026

Clients by filing

3032023
3052024
3782025
3972026

Key people

  • Matthew BlockiCEO and FounderOwner · 6 years at the firm
    in
  • James RuttenbergMemberOwner · 1 year at the firm
    in
  • Nicklaus StonesiferPortfolio Manager and PartnerOwner · 6 years at the firm
    in
  • Tyler BidwellDirector Of TaxOwner · 2 years at the firm

Against the list

  • MeasureThis firmList median
  • AUM growth84%104%
  • Client growth30%43%
  • People147
  • AUM per person$53.6M$49.7M

Rank by measure

  • Official rankNo. 8284%
  • Client growthNo. 6530%
  • AUM added per personNo. 56$24.5M
  • AUM per personNo. 44$53.6M

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

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Ewa: No. 82 on The Lean 100 (2026) — Private Wealth Daily