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Firm profile

Valmark Advisers, Inc..

AKRON, OHCRD 108050Latest ADV February 24, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOLawrence J. Rybka
CCODouglas F. Wilburn
COOCaleb J. Callahan

Advisory services offered

7 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.