Skip to content
Wednesday, November 4, 2026 · Today’s edition, 6:30 a.m. ETWed, Nov 4 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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.77
Halter Ferguson Financial logo

Halter Ferguson Financial

Carmel, IN · Firm website

86%AUM growth, 2024 to 2026
$705MAUM in the 2026 filing
11%client growth
15people at the firm

AUM by filing

$267M2023
$378M2024
$488M2025
$705M2026

Clients by filing

2672023
2642024
2742025
2922026

Key people

  • Brad FergusonPresidentOwner · 21 years at the firm
    in
  • Matt SmithVice PresidentOwner · 3 years at the firm
    in
  • Tiffany WhiteVice President, Financial Planning12 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth86%104%
  • Client growth11%43%
  • People157
  • AUM per person$47.0M$49.7M

Rank by measure

  • Official rankNo. 7786%
  • Client growthNo. 10011%
  • AUM added per personNo. 63$21.8M
  • AUM per personNo. 55$47.0M
← No. 76 Family Wealth PartnersNo. 78 Seek First →
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.

Halter Ferguson Financial: No. 77 on The Lean 100 (2026) — Private Wealth Daily