Best Financial Advisors in ADA, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$534M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in ADA
#1
100
USA FINANCIAL FORMULAS CORPORATION
ADA, MI · Since 2007
$534M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100
USA FINANCIAL EXCHANGE
ADA, MI · Since 2016
$1.6B AUM0 clientsFee: 0%
FiduciaryFee-Only
#3
95
USA FINANCIAL SECURITIES LLC
ADA, MI · Since 2007
$297M AUM134 clientsFee: 0%
Broker-Dealer
#4
95
CALDER FINANCIAL GROUP
ADA, MI · Since 2007
$297M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
95
CAMBIENT FAMILY OFFICE, LLC
ADA, MI · Since 2025
$858M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ADA?
The median advisory fee in ADA, MI is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.