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Private Wealth Daily
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The Lean 100 · 2026 edition
No.20
Oaktree Advisors logo

Oaktree Advisors

Coopersburg, PA · Firm website

143%AUM growth, 2024 to 2026
$283MAUM in the 2026 filing
39%client growth
6people at the firm

AUM by filing

$95M2023
$116M2024
$179M2025
$283M2026

Clients by filing

2492023
2772024
3102025
3862026

Key people

  • Paul EichmanPrincipal & Financial AdvisorOwner · 13 years at the firm
    in
  • Laura EichmanOffice ManagerOwner · 2 years at the firm

Against the list

  • MeasureThis firmList median
  • AUM growth143%104%
  • Client growth39%43%
  • People67
  • AUM per person$47.1M$49.7M

Rank by measure

  • Official rankNo. 20143%
  • Client growthNo. 5539%
  • AUM added per personNo. 48$27.8M
  • AUM per personNo. 54$47.1M
← No. 19 Magnolia Private WealthNo. 21 Tenon Financial →
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Oaktree Advisors: No. 20 on The Lean 100 (2026) — Private Wealth Daily