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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.47

The Dala Group

Hoffman Estates, IL · Firm website

107%AUM growth, 2024 to 2026

$265MAUM in the 2026 filing

25%client growth

11people at the firm

AUM by filing

$105M2023

$128M2024

$194M2025

$265M2026

Clients by filing

1952023

2092024

2392025

2622026

Key people

Mike HeatwoleFounder and CEOOwner · 9 years at the firm
in

Against the list

MeasureThis firmList median
AUM growth107%104%
Client growth25%43%
People117
AUM per person$24.1M$49.7M

Rank by measure

Official rankNo. 47107%
Client growthNo. 7325%
AUM added per personNo. 92$12.5M
AUM per personNo. 93$24.1M

← No. 46 Tableaux Wealth No. 48 Colton Groome Financial Advisors →

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The Dala Group: No. 47 on The Lean 100 (2026) — Private Wealth Daily