Financial Services of America Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 8, 2026, reports $573M in regulatory assets under management, 31 employees, 4 offices, and 4,406 accounts.
Assets Under Management
$573M
Employees
31
Offices
4 offices
Total Clients
4,406
Primary office
TROY, MI
50 W BIG BEAVER RD SUITE 500, TROY, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.1% of total clients.
Top client categories% of clientsClients
1
Individuals
99.1%
4,368
2
HNWI
0.9%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$573Mas of March 8, 2026
Discretionary99.5%
$571M
100% of total RAUM99.5%
Non-discretionary0.5%
$3M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$573M
Total Accounts4,406
10Y AUM Change+$436M (+318.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee142:1
10Y Employee Change+14 (+82.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.