City
Wealth management firms in Ada, Michigan
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Ada, Michigan reported $2.1 billion in regulatory assets under management; the largest by assets was Cambient Family Office, LLC, with $857.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $211.2 million
- SEC-registered, of those listed
- 4 of 10 (40.0%)
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 | USA Financial Securities LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $296.5 million | 1,529 |
| 5 | Valor Wealth Group, LLC | State | $42.4 million | 107 |
| 6 | Advosion | State | $32.5 million | 75 |
| 7 | Measured Strategies LLC | State | $26.0 million | 13 |
| 8 | Upbeat Financial | State | $20.2 million | 123 |
| 9 | Golden Goose Wealth Planning | State | $4.9 million | 34 |
| 10 | IM Wealth | State | $0 | 0 |
Wealth management firms 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.