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.18
JIM Saulnier & Associates logo

JIM Saulnier & Associates

Fort Collins, CO · Firm website

146%AUM growth, 2024 to 2026
$286MAUM in the 2026 filing
18%client growth
7people at the firm

AUM by filing

$106M2023
$116M2024
$180M2025
$286M2026

Clients by filing

1562023
1562024
1822025
1842026

Key people

  • Jim SaulnierFounder and Financial PlannerOwner · 12 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth146%104%
  • Client growth18%43%
  • People77
  • AUM per person$40.9M$49.7M

Rank by measure

  • Official rankNo. 18146%
  • Client growthNo. 8618%
  • AUM added per personNo. 57$24.3M
  • AUM per personNo. 68$40.9M
← No. 17 Altura Wealth AdvisorsNo. 19 Magnolia Private Wealth →
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.

JIM Saulnier & Associates: No. 18 on The Lean 100 (2026) — Private Wealth Daily