Data / Investment advisers / Ohio / Valmark Advisers, Inc.
Valmark Advisers, Inc., Akron, OH: $10.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Valmark Advisers, Inc. is an SEC registered investment adviser with its main office in Akron, Ohio and reports $10.2 billion in regulatory assets under management in its Form ADV filed June 1, 2026. Its clients include individuals, high net worth individuals and investment companies. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Valmark Advisers, Inc. (CRD number 108050): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108050
- SEC file number
- 801-55564
- SEC status
- Approved, effective May 29, 1998
- Legal name
- Valmark Advisers Inc
- Main office
- 130 Springside Drive Suite 300, Akron, OH 44333
- Phone
- (800) 765-5201
- Regulatory AUM
- $10,166,311,019 in the Form ADV filed June 1, 2026
- Discretionary AUM
- $9,995,377,825
- Non discretionary AUM
- $170,933,194
- Accounts
- 20,881
- Employees
- 280, of which 280 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 156
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, civil court actions
- Latest Form ADV filing
- June 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 12,995 | $4.16 billion |
| High net worth individuals | 1,629 | $3.95 billion |
| Investment companies | 1 | $1.49 billion |
| Pension and profit sharing plans | 190 | $165.5 million |
| Charitable organizations | 19 | $15.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $10.17 billion | February 24, 2026 |
| December 1, 2025 | $8.38 billion | June 16, 2025 |
Other advisers in Akron
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sequoia Financial Group, L.L.C. | Akron | $32.24 billion | 17 | adviserinfo.sec.gov |
| Revisor Wealth Management LLC | Akron | $2.53 billion | Not listed | adviserinfo.sec.gov |
| Oak Associates LTD | Akron | $1.78 billion | Not listed | adviserinfo.sec.gov |
| Kohmann Bosshard Financial Services, LLC. | Akron | $1.12 billion | Not listed | adviserinfo.sec.gov |
| True Wealth Design, LLC | Akron | $494 million | Not listed | adviserinfo.sec.gov |
| Symphony Financial Services, Inc. | Akron | $428.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Akron, OH
- Investment advisers in Ohio
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Valmark Advisers, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.