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Private Wealth Daily
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The Lean 100 · 2026 edition
No.100
White Lighthouse Investment Management logo

White Lighthouse Investment Management

Bedford, MA · Firm website

80%AUM growth, 2024 to 2026
$919MAUM in the 2026 filing
25%client growth
9people at the firm

AUM by filing

$421M2023
$511M2024
$689M2025
$919M2026

Clients by filing

2942023
3262024
3572025
4062026

Key people

  • Jonathan Lachowitz
    Jonathan LachowitzFinancial Planner & Investment ManagerOwner · 16 years at the firm
    in
  • Kathleen Quintero
    Kathleen QuinteroOperations ManagerOwner · 6 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth80%104%
  • Client growth25%43%
  • People97
  • AUM per person$102.1M$49.7M

Rank by measure

  • Official rankNo. 10080%
  • Client growthNo. 7525%
  • AUM added per personNo. 21$45.3M
  • AUM per personNo. 15$102.1M
← No. 99 Insight Investment Counsel
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White Lighthouse Investment Management: No. 100 on The Lean 100 (2026) — Private Wealth Daily