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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.11
Seven Hills Financial logo

Seven Hills Financial

Tallahassee, FL · Firm website

163%AUM growth, 2024 to 2026
$281MAUM in the 2026 filing
58%client growth
5people at the firm

AUM by filing

$96M2023
$107M2024
$149M2025
$281M2026

Clients by filing

2502023
2422024
2762025
3822026

Key people

  • Jeff JohnsonFounder & Financial PlannerOwner · 19 years at the firm
    in
  • Hanna MoltaPartner, Financial PlannerOwner · 7 years at the firm
    in
  • Donald ButcherPrivate Wealth AdvisorOwner · 8 years at the firm
    in
  • Alison MewborneSenior Financial Planner3 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth163%104%
  • Client growth58%43%
  • People57
  • AUM per person$56.2M$49.7M

Rank by measure

  • Official rankNo. 11163%
  • Client growthNo. 4158%
  • AUM added per personNo. 38$34.8M
  • AUM per personNo. 43$56.2M
← No. 10 Burkholder Wealth ManagementNo. 12 Revere Asset →
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Seven Hills Financial: No. 11 on The Lean 100 (2026) — Private Wealth Daily