City
Independent RIAs in Ada, Michigan
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Ada, Michigan reported $1.8 billion in regulatory assets under management; the largest by assets was Cambient Family Office, LLC, with $857.9 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $201.7 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cambient Family Office, LLC | SEC | $857.9 million | 260 |
| 2 | USA Financial Formulas Corporation | SEC | $534.4 million | 7,489 |
| 3 | Calder Financial Group | SEC | $297.0 million | 1,831 |
| 4 | Valor Wealth Group, LLC | State | $42.4 million | 107 |
| 5 | Advosion | State | $32.5 million | 75 |
| 6 | Measured Strategies LLC | State | $26.0 million | 13 |
| 7 | Upbeat Financial | State | $20.2 million | 123 |
| 8 | Golden Goose Wealth Planning | State | $4.9 million | 34 |
| 9 | IM Wealth | State | $0 | 0 |
Independent RIAs in Michigan, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.