Michigan · 7 advisers
Financial Advisors in Ada, Michigan
Looking for a financial advisor in Ada, Michigan? Falists indexes 7 SEC-registered and state-registered investment advisers in Ada — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $1.64B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
7
With website
7
Largest AUM
$1.64B
Financial planning
5
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Ada
Ranked by AUM · Fees, team & specialties at a glance
USA FINANCIAL EXCHANGE
Ada, MI
AUM
$1.64B
Team
38 employees
Clients
0
Fees
PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM
888-444-0125
CAMBIENT FAMILY OFFICE, LLC
Ada, MI
AUM
$857.9M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(616) 330-2270
AUM
$534.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(888)407-8198
CALDER FINANCIAL GROUP
Ada, MI
AUM
$297.0M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-235-2442
USA FINANCIAL SECURITIES LLC
Ada, MI
AUM
$296.5M
Team
134 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-407-8198
VALOR WEALTH GROUP, LLC
Ada, MI
AUM
$42.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-314-5928
IM WEALTH
Ada, MI
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(616) 727-8828
More cities in Michigan
Common questions
- How many financial advisors are in Ada, Michigan?
- 7 registered investment advisers are listed in our Ada directory, sourced from public SEC filings.
- What types of advisors are in Ada?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Ada?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.