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Private Wealth Daily
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The Lean 100 · 2026 edition
No.50
Martin Wealth Solutions logo

Martin Wealth Solutions

Christiansburg, VA · Firm website

105%AUM growth, 2024 to 2026
$377MAUM in the 2026 filing
66%client growth
10people at the firm

AUM by filing

$132M2023
$184M2024
$277M2025
$377M2026

Clients by filing

4582023
5412024
6262025
8962026

Key people

  • Jimmy MartinFounder & Financial PlannerOwner · 10 years at the firm
  • Casey BibbSenior Relationship Manager2 years at the firm

Against the list

  • MeasureThis firmList median
  • AUM growth105%104%
  • Client growth66%43%
  • People107
  • AUM per person$37.7M$49.7M

Rank by measure

  • Official rankNo. 50105%
  • Client growthNo. 3366%
  • AUM added per personNo. 73$19.3M
  • AUM per personNo. 74$37.7M
← No. 49 Polaris Financial PartnersNo. 51 Vantage Point Financial →
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Martin Wealth Solutions: No. 50 on The Lean 100 (2026) — Private Wealth Daily