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Private Wealth Daily
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The Lean 100 · 2026 edition
No.83
James River Asset Management logo

James River Asset Management

Midlothian, VA · Firm website

84%AUM growth, 2024 to 2026
$274MAUM in the 2026 filing
22%client growth
9people at the firm

AUM by filing

$163M2023
$149M2024
$236M2025
$274M2026

Clients by filing

3282023
3442024
4082025
4202026

Key people

  • Luke SwygardOwner, Senior Financial AdvisorOwner · 3 years at the firm
    in
  • Sally OrrPortfolio ManagerOwner · 3 years at the firm
    in
  • Alvin MillerChief Investment Officer30 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth84%104%
  • Client growth22%43%
  • People97
  • AUM per person$30.4M$49.7M

Rank by measure

  • Official rankNo. 8384%
  • Client growthNo. 8322%
  • AUM added per personNo. 90$13.9M
  • AUM per personNo. 87$30.4M
← No. 82 EwaNo. 84 Covenant Wealth Advisors →
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James River Asset Management: No. 83 on The Lean 100 (2026) — Private Wealth Daily