Skip to content
Wednesday, November 4, 2026 · Today’s edition, 6:30 a.m. ETWed, Nov 4 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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.61
Retiremitten Financial logo

Retiremitten Financial

Clarkston, MI · Firm website

97%AUM growth, 2024 to 2026
$214MAUM in the 2026 filing
71%client growth
5people at the firm

AUM by filing

$49M2023
$109M2024
$131M2025
$214M2026

Clients by filing

652023
1272024
1502025
2172026

Key people

  • Bryan HaggardFounder and CEOOwner · 8 years at the firm
    in
  • Michael BraszaDirector4 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth97%104%
  • Client growth71%43%
  • People57
  • AUM per person$42.8M$49.7M

Rank by measure

  • Official rankNo. 6197%
  • Client growthNo. 2771%
  • AUM added per personNo. 66$21.0M
  • AUM per personNo. 65$42.8M

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

← No. 60 Bernard Wealth Management Corp.No. 62 Luminvest Wealth Management →
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.

Retiremitten Financial: No. 61 on The Lean 100 (2026) — Private Wealth Daily