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Top 3 financial advisor firms in Ada

3 SEC-registered financial advisor firms are headquartered in Ada, MI, with $1.69B in combined regulatory assets under management. The largest by assets are Cambient Family Office ($858M), USA Financial Formulas ($534M) and Calder Investment Advisors ($297M).

3
Financial advisor firms
$1.69B
Their combined AUM
$534M
Median firm AUM
8,231
Clients of the top 3

The 3 largest by assets

  1. 1
    Cambient Family Office

    RIA

    $858M

  2. 2
    USA Financial Formulas

    RIA

    $534M

  3. 3
    Calder Investment Advisors

    RIA

    $297M

Profiles of the top 3

No. 1 · RIA

Cambient Family Office

Cambient Family Office is an investment adviser based in Ada, MI, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $858 million, as filed on 16 July 2026.

Cambient Family Office charges 0.50%–1.50% a year for its Wealth Management Wrap Fee.

Regulatory AUM
$858M
Clients
198
Advisory staff
3
Fee schedule
0.50% to 1.50% a year
Custodians
Fidelity
Headquarters
4690 E. Fulton Street, Suite 203, Ada, MI 49301
Phone
616-330-2270
Website
cambient.com

No. 2 · RIA

USA Financial Formulas

USA Financial Formulas is an investment adviser based in Ada, MI, registered with the SEC since 2007. It provides investment management. Its clients include individuals. Its regulatory assets under management total $534 million, as filed on 27 March 2026.

Regulatory AUM
$534M
Clients
7,489
Advisory staff
4
Custodians
TD Ameritrade
Headquarters
6020 East Fulton Street, Ada, MI 49301
Phone
888-407-8198
Website
usafinancial.com

No. 3 · RIA

Calder Investment Advisors

Calder Investment Advisors is an investment adviser based in Ada, MI, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $297 million, as filed on 11 March 2026.

Calder Investment Advisors charges 0.40%–1.00% a year for its Investment supervisory services.

Regulatory AUM
$297M
Clients
544
Advisory staff
4
Fee schedule
0.40% to 1.00% a year
Custodians
National Financial
Headquarters
7504 Thornapple River DR. Se, Ada, MI 49301
Phone
616-235-2442
Website
wearecalder.com

Questions about financial advisors in Ada

How many financial advisor firms are headquartered in Ada?

3 SEC-registered financial advisor firms report their principal office in Ada, MI, managing $1.69B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Ada?

Cambient Family Office, with $858M in regulatory assets under management on its latest Form ADV. The next largest are USA Financial Formulas ($534M) and Calder Investment Advisors ($297M).

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

How large is a typical financial advisor firm in Ada?

The median firm manages $534M in regulatory assets. That is the midpoint of the 3 firms headquartered in Ada.

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

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

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

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