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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.46
Tableaux Wealth logo

Tableaux Wealth

Great Barrington, MA · Firm website

110%AUM growth, 2024 to 2026
$230MAUM in the 2026 filing
67%client growth
7people at the firm

AUM by filing

$70M2023
$109M2024
$154M2025
$230M2026

Clients by filing

922023
1252024
1572025
2092026

Key people

  • Matt ChesterManaging Director, Financial AdvisorOwner · 4 years at the firm
    in
  • Luke DelormeDirector of Financial PlanningOwner · 2 years at the firm
    in
  • Gary MartinelliSenior Portfolio Manager2 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth110%104%
  • Client growth67%43%
  • People77
  • AUM per person$32.8M$49.7M

Rank by measure

  • Official rankNo. 46110%
  • Client growthNo. 2967%
  • AUM added per personNo. 79$17.2M
  • AUM per personNo. 82$32.8M
← No. 45 Tandem FinancialNo. 47 The Dala Group →
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Tableaux Wealth: No. 46 on The Lean 100 (2026) — Private Wealth Daily