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Private Wealth Daily
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The Lean 100 · 2026 edition
No.59
Meredith Wealth Planning logo

Meredith Wealth Planning

Maryville, IL · Firm website

98%AUM growth, 2024 to 2026
$479MAUM in the 2026 filing
16%client growth
2people at the firm

AUM by filing

$173M2023
$242M2024
$334M2025
$479M2026

Clients by filing

1732023
1902024
2002025
2212026

Key people

  • Mark MeredithFounder & OwnerOwner · 8 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth98%104%
  • Client growth16%43%
  • People27
  • AUM per person$239.4M$49.7M

Rank by measure

  • Official rankNo. 5998%
  • Client growthNo. 9016%
  • AUM added per personNo. 1$118.4M
  • AUM per personNo. 1$239.4M
← No. 58 Mayport Wealth ManagementNo. 60 Bernard Wealth Management Corp. →
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Meredith Wealth Planning: No. 59 on The Lean 100 (2026) — Private Wealth Daily