Wealth Manager
    SEC Registered
    Manages Private Funds

    Valmark Advisers, Inc.

    Registered investment advisor · Akron, Ohio · CRD #108050

    Assets Under Management
    $10.2B
    Client Accounts
    20,881
    Employees
    280
    CRD Number
    108050
    Registration
    SEC Registered
    Custodian
    Charles Schwab, Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Valmark Advisers, Inc.

    Valmark Advisers, Inc. is a SEC-registered investment advisory firm headquartered in Akron, Ohio, managing approximately $10.2B in regulatory assets across 20,881 client accounts. The firm's full regulatory record is filed with the SEC under CRD #108050.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Valmark Advisers, Inc.'s AUM?

    Valmark Advisers, Inc. reports approximately $10.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Valmark Advisers, Inc. headquartered?

    Valmark Advisers, Inc. is headquartered in Akron, Ohio.

    What is Valmark Advisers, Inc.'s CRD number?

    Valmark Advisers, Inc.'s CRD number is 108050. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Valmark Advisers, Inc. manage?

    Valmark Advisers, Inc. manages approximately 20,881 client accounts according to its latest SEC filing.

    Is Valmark Advisers, Inc. SEC registered?

    Yes, Valmark Advisers, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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