AUM by filing
$281M2023
$329M2024
$390M2025
$641M2026
Clients by filing
1332023
1482024
1532025
1672026
Key people
- JH
John HansonPrincipal, Co-Chief Investment OfficerOwner · 11 years at the firm
in - LL
Leslie LammersPresident & PrincipalOwner · 23 years at the firm
in - MW
Matthew WilliamsDirector of Financial Planning3 years at the firm
in
Against the list
- MeasureThis firmList median
- AUM growth95%104%
- Client growth13%43%
- People57
- AUM per person$128.2M$49.7M
Rank by measure
- Official rankNo. 6795%
- Client growthNo. 9413%
- AUM added per personNo. 10$62.4M
- AUM per personNo. 8$128.2M
AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.