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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.92
Values Added Financial logo

Values Added Financial

Washington, DC · Firm website

82%AUM growth, 2024 to 2026
$314MAUM in the 2026 filing
46%client growth
9people at the firm

AUM by filing

$125M2023
$173M2024
$234M2025
$314M2026

Clients by filing

672023
792024
952025
1152026

Key people

  • Zach TeutschManaging PartnerOwner · 9 years at the firm
    in
  • Ari WeisbardManaging PartnerOwner · 9 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth82%104%
  • Client growth46%43%
  • People97
  • AUM per person$34.9M$49.7M

Rank by measure

  • Official rankNo. 9282%
  • Client growthNo. 4846%
  • AUM added per personNo. 84$15.7M
  • AUM per personNo. 77$34.9M
← No. 91 One Advisory PartnersNo. 93 O'Keefe Stevens Advisory →
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Values Added Financial: No. 92 on The Lean 100 (2026) — Private Wealth Daily