Valmark Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Akron, OH. Its latest Form ADV filing, dated February 24, 2026, reports $10.2B in regulatory assets under management, 280 employees, 156 offices, and 20,881 accounts.
Assets Under Management
$10.2B
Employees
280
Offices
156 offices
Total Clients
14,890
Primary office
AKRON, OH
130 SPRINGSIDE DRIVE, SUITE 300, AKRON, OH, United States
Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
12,995
2
HNWI
10.9%
1,629
3
Pension Plans
1.3%
190
4
LLC, FOUNDATION
0.4%
56
5
Charitable
0.1%
19
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.2Bas of February 24, 2026
Discretionary98.3%
$10.0B
98% of total RAUM98.3%
Non-discretionary1.7%
$171M
2% of total RAUM1.7%
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.
Latest AUM$10.2B
Total Accounts20,881
10Y AUM Change+$5.0B (+95.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees280
Clients per Employee53:1
10Y Employee Change+20 (+7.7%)
* 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.