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.52
RFG Wealth Advisory logo

RFG Wealth Advisory

Lantana, TX · Firm website

103%AUM growth, 2024 to 2026
$554MAUM in the 2026 filing
27%client growth
11people at the firm

AUM by filing

$229M2023
$273M2024
$371M2025
$554M2026

Clients by filing

3062023
3542024
3922025
4512026

Key people

  • Ryan SchroerPresidentOwner
  • Michael LemichFinancial PlannerOwner · 8 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth103%104%
  • Client growth27%43%
  • People117
  • AUM per person$50.3M$49.7M

Rank by measure

  • Official rankNo. 52103%
  • Client growthNo. 6927%
  • AUM added per personNo. 53$25.5M
  • AUM per personNo. 49$50.3M
← No. 51 Vantage Point FinancialNo. 53 Vima →
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.

RFG Wealth Advisory: No. 52 on The Lean 100 (2026) — Private Wealth Daily