Top 3 financial advisor firms in Clarkston

3 SEC-registered financial advisor firms are headquartered in Clarkston, MI, with $1.2B in combined regulatory assets under management. The largest by assets are Verde Capital Management ($846M), RetireMitten Financial ($214M) and Daniel Krug & Associates ($145M).

3
Financial advisor firms: $1.2B
Their combined AUM: $214M
Median firm AUM: 1,233
Clients of the top 3

The 3 largest by assets

1
Verde Capital Management
RIA
$846M
0.80% to 1.50% a year
2
RetireMitten Financial
RIA
$214M
Regulatory AUM
3
Daniel Krug & Associates
RIA
$145M
0.65% to 1.40% a year

Profiles of the top 3

No. 1 · RIA

Verde Capital Management

Verde Capital Management is an investment adviser based in Clarkston, MI, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $846 million, as filed on 14 August 2026.

Verde Capital Management charges 0.80%–1.50% a year for its Wrap Fee Program.

Regulatory AUM: $846M
Clients: 824
Advisory staff: 12
Founded: 2008
Fee schedule: 0.80% to 1.50% a year
Custodians: Charles Schwab, Trade-PMR
Headquarters: 8031 Ortonville Road, Suite 210, Clarkston, MI 48348
Phone: 248-528-1870
Website: verdecm.com

No. 2 · RIA

RetireMitten Financial

RetireMitten Financial is an investment adviser based in Clarkston, MI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $214 million, as filed on 16 September 2026.

Regulatory AUM: $214M
Clients: 217
Advisory staff: 4
Founded: 2019
Custodians: Charles Schwab
Headquarters: 6548 Town Center Drive, Ste A, Clarkston, MI 48346
Phone: 248-935-0470
Website: retiremitten.com

No. 3 · RIA

Daniel Krug & Associates

Daniel Krug & Associates is an investment adviser based in Clarkston, MI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $145 million, as filed on 25 March 2026.

Daniel Krug & Associates charges 0.65%–1.40% a year for its Investment Management Services.

Regulatory AUM: $145M
Clients: 192
Advisory staff: 2
Fee schedule: 0.65% to 1.40% a year
Custodians: Fidelity
Headquarters: 8040 Ortonville RD, Suite D, Clarkston, MI 48348
Phone: 248-625-2788

Questions about financial advisors in Clarkston

How many financial advisor firms are headquartered in Clarkston?

3 SEC-registered financial advisor firms report their principal office in Clarkston, MI, managing $1.2B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Clarkston?

Verde Capital Management, with $846M in regulatory assets under management on its latest Form ADV. The next largest are RetireMitten Financial ($214M) and Daniel Krug & Associates ($145M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Clarkston?

The median firm manages $214M in regulatory assets. That is the midpoint of the 3 firms headquartered in Clarkston.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Clarkston?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Clarkston has 3 financial advisor firms; see every adviser in the city →