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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.2
Integrity Investment Advisors logo

Integrity Investment Advisors

Fort Collins, CO · Firm website

277%AUM growth, 2024 to 2026
$394MAUM in the 2026 filing
92%client growth
4people at the firm

AUM by filing

$125M2023
$104M2024
$168M2025
$394M2026

Clients by filing

592023
612024
882025
1172026

Key people

  • Todd MoermanManaging PartnerOwner · 16 years at the firm
    in
  • Elizabeth MoermanMemberOwner · 15 years at the firm
    in
  • Sam HamiltonLead Planner5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth277%104%
  • Client growth92%43%
  • People47
  • AUM per person$98.6M$49.7M

Rank by measure

  • Official rankNo. 2277%
  • Client growthNo. 1892%
  • AUM added per personNo. 6$72.4M
  • AUM per personNo. 16$98.6M
← No. 1 Davidson Kahn Capital ManagementNo. 3 Atlatl Advisers →
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Integrity Investment Advisors: No. 2 on The Lean 100 (2026) — Private Wealth Daily