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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.78
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Seek First

Campbell, CA · Firm website

86%AUM growth, 2024 to 2026
$251MAUM in the 2026 filing
28%client growth
6people at the firm

AUM by filing

$111M2023
$135M2024
$203M2025
$251M2026

Clients by filing

502023
672024
942025
862026

Key people

  • Scott PearringFounderOwner · 6 years at the firm
    in
  • Trystan CleaverHead of Operations3 years at the firm
    in
  • Aaron BeesonDirector of Client Experience5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth86%104%
  • Client growth28%43%
  • People67
  • AUM per person$41.8M$49.7M

Rank by measure

  • Official rankNo. 7886%
  • Client growthNo. 6728%
  • AUM added per personNo. 74$19.3M
  • AUM per personNo. 67$41.8M
← No. 77 Halter Ferguson FinancialNo. 79 Pioneer Wealth Management Group →
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Seek First: No. 78 on The Lean 100 (2026) — Private Wealth Daily