The Sum

Key people

• JH
  Joel HergenreterChief Compliance OfficerOwner · 2 years at the firm
  in
• 
  Michael RahnFounder, Lead AdvisorOwner · 5 years at the firm
  in
• 
  Mike BardDirector of Financial PlanningOwner · 5 years at the firm
  in
• CM
  Chris MelberWealth ManagerOwner · 4 years at the firm
  in

Against the list

• MeasureThis firmList median
• AUM growth80%104%
• Client growth70%43%
• People127
• AUM per person$45.9M$49.7M

Rank by measure

• Official rankNo. 9780%
• Client growthNo. 2870%
• AUM added per personNo. 71$20.5M
• AUM per personNo. 59$45.9M

AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.