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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.25

Thrive Retirement Specialists

Royal Oak, MI · Firm website

137%AUM growth, 2024 to 2026

$304MAUM in the 2026 filing

100%client growth

2people at the firm

AUM by filing

$100M2023

$128M2024

$210M2025

$304M2026

Clients by filing

312023

352024

572025

702026

Key people

Anthony WatsonPresident and Chief Compliance OfficerOwner · 6 years at the firm
in
Michael NemickCo-Founder & Partner4 years at the firm
in

Against the list

MeasureThis firmList median
AUM growth137%104%
Client growth100%43%
People27
AUM per person$151.9M$49.7M

Rank by measure

Official rankNo. 25137%
Client growthNo. 16100%
AUM added per personNo. 3$87.8M
AUM per personNo. 3$151.9M

← No. 24 Able Wealth Management No. 26 Members Wealth →

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Thrive Retirement Specialists: No. 25 on The Lean 100 (2026) — Private Wealth Daily