WEST CHESTER, OHCRD 125046Latest ADV April 1, 2026
Meyer Gates Financial Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in West Chester, OH. Its latest Form ADV filing, dated April 1, 2026, reports $169M in regulatory assets under management, 6 employees, 4 offices, and 448 accounts.
Assets Under Management
$169M
Employees
6
Offices
4 offices
Total Clients
177
Primary office
WEST CHESTER, OH
9078 UNION CENTRE BLVD., SUITE 350, WEST CHESTER, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.4% of total clients.
Top client categories% of clientsClients
1
Individuals
77.4%
137
2
HNWI
22.6%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of April 1, 2026
Discretionary100.0%
$169M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$169M
Total Accounts448
10Y AUM Change+$27M (+18.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* 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.