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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.45
Tandem Financial logo

Tandem Financial

Greenwood Village, CO · Firm website

112%AUM growth, 2024 to 2026
$542MAUM in the 2026 filing
56%client growth
6people at the firm

AUM by filing

$219M2023
$255M2024
$291M2025
$542M2026

Clients by filing

2912023
2932024
3122025
4572026

Key people

  • Michael Franklin
    Michael FranklinCo-FounderOwner · 9 years at the firm
    in
  • Ryan EricksonCo-FounderOwner · 9 years at the firm
    in
  • Chris Meyer
    Chris MeyerPrincipal
    in

Against the list

  • MeasureThis firmList median
  • AUM growth112%104%
  • Client growth56%43%
  • People67
  • AUM per person$90.3M$49.7M

Rank by measure

  • Official rankNo. 45112%
  • Client growthNo. 4256%
  • AUM added per personNo. 20$47.8M
  • AUM per personNo. 20$90.3M
← No. 44 Scott Marsh FinancialNo. 46 Tableaux Wealth →
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Tandem Financial: No. 45 on The Lean 100 (2026) — Private Wealth Daily