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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.19
Magnolia Private Wealth logo

Magnolia Private Wealth

Philadelphia, PA · Firm website

146%AUM growth, 2024 to 2026
$272MAUM in the 2026 filing
87%client growth
4people at the firm

AUM by filing

$102M2023
$111M2024
$226M2025
$272M2026

Clients by filing

902023
942024
1592025
1762026

Key people

  • Larry Peery
    Larry PeeryManaging PartnerOwner · 3 years at the firm
    in
  • Noah Schwartz
    Noah SchwartzManaging PartnerOwner · 3 years at the firm
  • Chris Roe
    Chris RoeManaging Director2 years at the firm
    in
  • John Fischer
    John FischerManaging Director3 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth146%104%
  • Client growth87%43%
  • People47
  • AUM per person$68.0M$49.7M

Rank by measure

  • Official rankNo. 19146%
  • Client growthNo. 2187%
  • AUM added per personNo. 26$40.3M
  • AUM per personNo. 32$68.0M
← No. 18 JIM Saulnier & AssociatesNo. 20 Oaktree Advisors →
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Magnolia Private Wealth: No. 19 on The Lean 100 (2026) — Private Wealth Daily