AdvisorGrade

Financial advisers in Ada, MI

5 registered investment adviser firms in Ada managing $3.6B in assets, based on public SEC Form ADV filings.

USA Financial Exchange

Ada, MI · Est. 2016

Local
Fee-based
AUM
$1.6B
Per adviser
Advisers

No reported disclosures

Cambient Family Office, LLC

Ada, MI · Est. 2025

Local
Fee-based
AUM
$858M
Per adviser
$286M
Advisers
3

No reported disclosures

USA Financial Formulas Corporation

Ada, MI · Est. 2007

Local
Fee-only
AUM
$534M
Per adviser
$134M
Advisers
4

No reported disclosures

Calder Financial Group

Ada, MI · Est. 2007

Local
Fee-based
AUM
$297M
Per adviser
$74M
Advisers
4

No reported disclosures

USA Financial Securities LLC

Ada, MI · Est. 2007

National
Fee-based
AUM
$297M
Per adviser
$2M
Advisers
134