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Private Wealth Daily
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The Lean 100 · 2026 edition
No.21
Tenon Financial logo

Tenon Financial

Metuchen, NJ · Firm website

141%AUM growth, 2024 to 2026
$316MAUM in the 2026 filing
67%client growth
3people at the firm

AUM by filing

$101M2023
$131M2024
$208M2025
$316M2026

Clients by filing

502023
602024
772025
1002026

Key people

  • Andy Panko
    Andy PankoOwner and Financial PlannerOwner · 7 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth141%104%
  • Client growth67%43%
  • People37
  • AUM per person$105.3M$49.7M

Rank by measure

  • Official rankNo. 21141%
  • Client growthNo. 3167%
  • AUM added per personNo. 12$61.7M
  • AUM per personNo. 13$105.3M
← No. 20 Oaktree AdvisorsNo. 22 Grant Private Wealth Management →
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Tenon Financial: No. 21 on The Lean 100 (2026) — Private Wealth Daily