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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.80
Vantage Wealth Management logo

Vantage Wealth Management

San Mateo, CA · Firm website

85%AUM growth, 2024 to 2026
$1.12BAUM in the 2026 filing
16%client growth
9people at the firm

AUM by filing

$546M2023
$607M2024
$897M2025
$1.12B2026

Clients by filing

7112023
5502024
6202025
6392026

Key people

  • Brandy NavarroManaging PartnerOwner · 17 years at the firm
    in
  • Val FerneliusManaging Partner, Financial AdvisorOwner · 17 years at the firm
    in
  • John LeeManaging Partner, Financial AdvisorOwner · 12 years at the firm
    in
  • Tom O'brienManaging Partner, Financial AdvisorOwner · 6 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth85%104%
  • Client growth16%43%
  • People97
  • AUM per person$124.8M$49.7M

Rank by measure

  • Official rankNo. 8085%
  • Client growthNo. 9116%
  • AUM added per personNo. 14$57.4M
  • AUM per personNo. 10$124.8M
← No. 79 Pioneer Wealth Management GroupNo. 81 Everest Private Wealth →
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Vantage Wealth Management: No. 80 on The Lean 100 (2026) — Private Wealth Daily