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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.12
Revere Asset logo

Revere Asset

Allen, TX · Firm website

161%AUM growth, 2024 to 2026
$408MAUM in the 2026 filing
54%client growth
7people at the firm

AUM by filing

$119M2023
$157M2024
$217M2025
$408M2026

Clients by filing

2322023
3252024
3672025
5012026

Key people

  • Dan Stewart
    Dan StewartChief Compliance OfficerOwner · 17 years at the firm
    in
  • Don VandenbordSenior Portfolio ManagerOwner · 11 years at the firm
    in
  • Todd ThomasPortfolio Manager2 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth161%104%
  • Client growth54%43%
  • People77
  • AUM per person$58.3M$49.7M

Rank by measure

  • Official rankNo. 12161%
  • Client growthNo. 4354%
  • AUM added per personNo. 34$35.9M
  • AUM per personNo. 39$58.3M
← No. 11 Seven Hills FinancialNo. 13 Spectrum Financial Alliance, Ltd., L.L.C. →
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Revere Asset: No. 12 on The Lean 100 (2026) — Private Wealth Daily