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VALMARK ADVISERS, INC.
VALMARK ADVISERS INC
CRD 108050 · SEC 801-55564
130 SPRINGSIDE DRIVE, SUITE 300, AKRON, OH, 44333, United States
Phone
800-765-5201
Fax
330-576-1250
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.17B
Discretionary AUM
$10.00B
Team
280 total employees; 280 advisory reps; 380 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12995 | $4.16B |
| High net worth individuals | 1629 | $3.95B |
| Investment companies | 1 | $1.49B |
| Pension/profit sharing plans | 190 | $165.5M |
| Charitable organizations | 19 | $15.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD