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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.7
Hudson Capital Advisory logo

Hudson Capital Advisory

Buffalo, NY · Firm website

175%AUM growth, 2024 to 2026
$328MAUM in the 2026 filing
67%client growth
5people at the firm

AUM by filing

$76M2023
$119M2024
$133M2025
$328M2026

Clients by filing

1352023
1462024
1652025
2442026

Key people

  • Evan CoppolaPrincipalOwner · 5 years at the firm
    in
  • William HudsonInvestment Adviser RepresentativeOwner · 5 years at the firm
    in
  • Jeremy HudsonInvestment Adviser RepresentativeOwner · 5 years at the firm
    in
  • David BurrowsPresident1 year at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth175%104%
  • Client growth67%43%
  • People57
  • AUM per person$65.5M$49.7M

Rank by measure

  • Official rankNo. 7175%
  • Client growthNo. 3067%
  • AUM added per personNo. 24$41.7M
  • AUM per personNo. 34$65.5M
← No. 6 Clark Asset ManagementNo. 8 Lexington Hill Partners →
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Hudson Capital Advisory: No. 7 on The Lean 100 (2026) — Private Wealth Daily