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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.93
O'Keefe Stevens Advisory logo

O'Keefe Stevens Advisory

Rochester, NY · Firm website

81%AUM growth, 2024 to 2026
$586MAUM in the 2026 filing
22%client growth
9people at the firm

AUM by filing

$216M2023
$323M2024
$425M2025
$586M2026

Clients by filing

2752023
2932024
3182025
3572026

Key people

  • Peter O'keefeChief Investment OfficerOwner · 9 years at the firm
    in
  • Carly FlaniganChief Compliance OfficerOwner · 9 years at the firm
    in
  • Justin StevensPresidentOwner · 7 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth81%104%
  • Client growth22%43%
  • People97
  • AUM per person$65.1M$49.7M

Rank by measure

  • Official rankNo. 9381%
  • Client growthNo. 8422%
  • AUM added per personNo. 45$29.2M
  • AUM per personNo. 35$65.1M
← No. 92 Values Added FinancialNo. 94 Lightsquare Wealth Management →
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O'Keefe Stevens Advisory: No. 93 on The Lean 100 (2026) — Private Wealth Daily