Skip to content
Wednesday, November 4, 2026 · Today’s edition, 6:30 a.m. ETWed, Nov 4 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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.79
Pioneer Wealth Management Group logo

Pioneer Wealth Management Group

Austin, TX · Firm website

86%AUM growth, 2024 to 2026
$399MAUM in the 2026 filing
13%client growth
11people at the firm

AUM by filing

$161M2023
$215M2024
$274M2025
$399M2026

Clients by filing

3222023
4422024
4422025
4992026

Key people

  • Milad Taghehchian
    Milad TaghehchianWealth Management AdvisorOwner · 18 years at the firm
    in
  • Christopher Cyndecki
    Christopher CyndeckiPartnerOwner · 13 years at the firm
    in
  • Ian Tennant
    Ian TennantPartnerOwner · 13 years at the firm
    in
  • Daphne Jordan
    Daphne JordanPartnerOwner · 9 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth86%104%
  • Client growth13%43%
  • People117
  • AUM per person$36.3M$49.7M

Rank by measure

  • Official rankNo. 7986%
  • Client growthNo. 9313%
  • AUM added per personNo. 81$16.8M
  • AUM per personNo. 75$36.3M
← No. 78 Seek FirstNo. 80 Vantage Wealth Management →
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.

Pioneer Wealth Management Group: No. 79 on The Lean 100 (2026) — Private Wealth Daily