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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WHITAKER-MYERS WEALTH MANAGERS, LTD.

CRD 286093

MANSFIELD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2b7dd24-357f-0bd1-5131-9439b34e3d49

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 19
On other graphs: 0
Observed: Mar 10, 2020 to Jun 2, 2026
88 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $851MItem 5.F on the latest filing (2026-06-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $794M
Private client RAUM: $789MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $50.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 30
Advisory employees: 10
Offices: 19Schedule D 1.F, beyond the principal office
Accounts: 8,347
Individual clients: 3,255
High net worth clients: 167
SEC number: 801-118404
CRD: 286093
Filings on the tape: 88
First filed: Mar 10, 2020
Latest filed: Jun 2, 2026
Organised: Limited Liability Company, OH
Website: whitaker-myers.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW GERALD HARRIS	n/a	MANSFIELD, OH	9	27	3	yes
JOHN-MARK COLLIER YOUNG	Certified Financial Planner\|Chartered Financial Consultant	Wooster, OH \| Mansfield, OH	9	18	2	no
Andrew T Young	n/a	MANSFIELD, OH \| WESTERVILLE, OH	6	9	n/a	no
JACOB SCOTT BUCKWALTER	n/a	MANSFIELD, OH \| Wooster, OH	5	12	2	no
Logan Michael Doup	Certified Financial Planner	MANSFIELD, OH \| Mansfield, OH	4	11	n/a	no
Drew Thomas Hodgson	Certified Financial Planner	MANSFIELD, OH	3	15	n/a	no
NICHOLAS S ALLEN	n/a	MANSFIELD, OH \| Wooster, OH	3	13	n/a	no
David A Gearhart	n/a	Bluffton, SC \| MANSFIELD, OH	2	12	n/a	no
Joseph I Mains	n/a	MANSFIELD, OH	2	19	n/a	no
Benjamin Michael Allen	n/a	Dublin, OH \| MANSFIELD, OH	2	10	n/a	no
Kage D Rush	n/a	MANSFIELD, OH	1	12	n/a	no
Mica Dauch	n/a	MANSFIELD, OH	1	12	n/a	no
Ethan Ronald Barry	n/a	MANSFIELD, OH	1	20	n/a	no
Joseph Wade Browning	n/a	MANSFIELD, OH \| Wooster, OH	1	10	n/a	no
TIMOTHY P HILTERMAN	Certified Financial Planner	MANSFIELD, OH	1	12	2	no
Clay P Reynolds	n/a	MANSFIELD, OH	1	12	n/a	no
Jonah D Kearns	n/a	MANSFIELD, OH	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUCKWALTER, SETH, WILLIAM	Member	A	yes	01/2022	Jan 3, 2022	Dec 19, 2024
TAYLOR, KELLY, FRANCES	CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	Jan 3, 2022	Dec 19, 2024
VANDERZYDEN, CHRIS, G	Member	C	yes	03/2014	Mar 10, 2020	Dec 19, 2024
YOUNG, JOHN-MARK, COLLIER	PRESIDENT/CHIEF INVESTMENT OFFICER	C	yes	08/2021	Mar 10, 2020	Dec 19, 2024
Emmons, Ryan, J.	Member	A	no	03/2014	Mar 10, 2020	Dec 19, 2024
HARRIS, MATTHEW, GERALD	Member	A	no	03/2014	Mar 10, 2020	Dec 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WHITAKER-MYERS BENEFIT PLANS, LLC	n/a	n/a	n/a	N	yes	n/a
WHITAKER-MYERS INSURANCE AGENCY INC.	n/a	n/a	n/a	N	yes	n/a
WHITAKER-MYERS TAX ADVISORS	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Wooster	Oh	United States	3	no
Westerville	Oh	United States	2	no
Davenport	Ia	United States	1	no
OVERLAND PARK,	Ks	United States	1	no
Ashland	Oh	United States	1	no
Cincinnati	Oh	United States	1	no
DEER PARK	Oh	United States	1	no
Okatie	Sc	United States	1	no
Naples	FL	United States	0	no
PONTE VEDRA BEACH	FL	United States	0	no
Tallahassee	FL	United States	0	no
Savannah	Ga	United States	0	no
Akron	Oh	United States	0	no
Beavercreek	Oh	United States	0	no
Independence	Oh	United States	0	no
Louisville	Oh	United States	0	no
Mansfield	Oh	United States	0	no
Maumee	Oh	United States	0	no
Pittsburgh	Pa	United States	0	no
MT. PLEASANT	Sc	United States	0	no
Knoxville	Tn	United States	0	no
Austin	TX	United States	0	no
Dallas	TX	United States	0	no
SAN ANTONIO	TX	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$851M	$794M	29	9	19	n/a	n/a
2024	Apr 30, 2025	$713M	$618M	30	14	27	n/a	n/a
2023	Feb 16, 2024	$513M	$432M	24	11	22	n/a	n/a
2022	Mar 15, 2023	$313M	$195M	17	10	18	n/a	n/a
2021	Feb 14, 2022	$287M	$145M	22	10	11	n/a	n/a
2020	Mar 10, 2021	$174M	$51.0M	9	7	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	23.5%	0	0	0	2	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$851M	$713M	19.3%	$313M	39.5%	30	30	19	27

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	2	Mar 8, 2017	Mar 10, 2017	ASHLAND, OH	Team lift out	Other	0.1%

Relationships

Registered with (25)

← Jonah D KearnsAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← Clay P ReynoldsAdvisorregistration: current employment
Aug 5, 2025 to presentfactForm ADV
← TIMOTHY P HILTERMANAdvisorregistration: current employment
Dec 16, 2024 to presentfactForm ADV
← Joseph Wade BrowningAdvisorregistration: current employment
Oct 16, 2024 to presentfactForm ADV
← Ethan Ronald BarryAdvisorregistration: current employment
Oct 15, 2024 to presentfactForm ADV
← Mica DauchAdvisorregistration: current employment
Oct 10, 2024 to presentfactForm ADV
← Kage D RushAdvisorregistration: current employment
Sep 26, 2024 to presentfactForm ADV
← Benjamin Michael AllenAdvisorregistration: current employment
Sep 9, 2024 to presentfactForm ADV
← Joseph I MainsAdvisorregistration: current employment
Sep 4, 2024 to presentfactForm ADV
← David A GearhartAdvisorregistration: current employment
Apr 2, 2024 to presentfactForm ADV
← NICHOLAS S ALLENAdvisorregistration: current employment
Oct 28, 2022 to presentfactForm ADV
← Drew Thomas HodgsonAdvisorregistration: current employment
Oct 10, 2022 to presentfactForm ADV
← Logan Michael DoupAdvisorregistration: current employment
Jan 14, 2022 to presentfactForm ADV
← JACOB SCOTT BUCKWALTERAdvisorregistration: current employment
Dec 17, 2020 to presentfactForm ADV
← Andrew T YoungAdvisorregistration: current employment
Jan 9, 2020 to presentfactForm ADV
← JOHN-MARK COLLIER YOUNGAdvisorregistration: current employment
Mar 10, 2017 to presentfactForm ADV
← MATTHEW GERALD HARRISAdvisorregistration: current employment
Mar 3, 2017 to presentfactForm ADV
← Jacob R ShoemakerAdvisorregistration: previous registration
Jun 18, 2025 to Dec 11, 2025factForm ADV
← Stephen Richard ArmstrongAdvisorregistration: previous registration
Oct 2, 2019 to Nov 7, 2025factForm ADV
← JOSHUA D PALETTAAdvisorregistration: previous registration
Apr 3, 2023 to Oct 7, 2025factForm ADV
← Kelly C KranstuberAdvisorregistration: previous registration
Feb 16, 2021 to Oct 6, 2025factForm ADV
← GRANT JENNINGSAdvisorregistration: previous registration
Oct 17, 2024 to Apr 7, 2025factForm ADV
← Amanda A SharrattAdvisorregistration: previous registration
Aug 5, 2019 to Apr 17, 2024factForm ADV
← Dustin Edward BurkhartAdvisorregistration: previous registration
Apr 30, 2021 to Oct 24, 2022factForm ADV
← GRIFFIN JAMES LUSKAdvisorregistration: previous registration
Sep 13, 2020 to Oct 14, 2022factForm ADV

Moved with (2)

→ LEXAURUM ADVISORSRegistered adviser2 advisors, team lift out
Oct 6, 2025 to Oct 15, 2025factForm ADV
← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser2 advisors, team lift out, same day
Mar 8, 2017 to Mar 10, 2017factForm ADV

Owns (2)

← HARRIS, MATTHEW, GERALDOwnerMEMBER, ownership code A, individual
Mar 10, 2020 to Dec 19, 2024factForm ADV
← Emmons, Ryan, J.OwnerMEMBER, ownership code A, individual
Mar 10, 2020 to Dec 19, 2024factForm ADV

Controls (4)

← YOUNG, JOHN-MARK, COLLIEROwnerPRESIDENT/CHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 10, 2020 to Dec 19, 2024factForm ADV
← VANDERZYDEN, CHRIS, GOwnerMEMBER, ownership code C, individual
Mar 10, 2020 to Dec 19, 2024factForm ADV
← TAYLOR, KELLY, FRANCESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 3, 2022 to Dec 19, 2024factForm ADV
← BUCKWALTER, SETH, WILLIAMOwnerMEMBER, ownership code A, individual
Jan 3, 2022 to Dec 19, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 11, 2025
Advisor changed firm
Jacob R Shoemaker left Whitaker-Myers Wealth Managers, Ltd. for Lido (registered 2026-01-30)
Form ADVobserved 6 days ago
Occurred
Nov 7, 2025
Advisor changed firm
Stephen Richard Armstrong left Whitaker-Myers Wealth Managers, Ltd. for Lexaurum Advisors (registered 2025-10-09)
Form ADVobserved 6 days ago
Occurred
Oct 7, 2025
Advisor changed firm
Joshua D Paletta left Whitaker-Myers Wealth Managers, Ltd. for Lexaurum Advisors (registered 2025-09-10)
Form ADVobserved 6 days ago
Occurred
Oct 6, 2025
Advisor changed firm
Kelly C Kranstuber left Whitaker-Myers Wealth Managers, Ltd. for Lexaurum Advisors (registered 2025-10-15)
Form ADVobserved 6 days ago
Occurred
Apr 30, 2025
Regulatory AUM changed
Whitaker-Myers Wealth Managers, Ltd. reported RAUM $713.1M, up 39% from $513.0M (2025-02-26 to 2025-04-30)
Form ADVobserved 6 days ago
$200M
Occurred
Apr 7, 2025
Advisor changed firm
Grant Jennings left Whitaker-Myers Wealth Managers, Ltd. for Strategic Advisers Llc (registered 2025-09-29)
Form ADVobserved 6 days ago
Occurred
May 27, 2024
Control person left
A Amanda Sharratt (Chief Operations Officer) no longer on Schedule A of Whitaker-Myers Wealth Managers, Ltd. (listed 2024-04-07, absent 2024-05-27)
Form ADVobserved 6 days ago
Occurred
Apr 17, 2024
Advisor changed firm
Amanda A Sharratt left Whitaker-Myers Wealth Managers, Ltd. for Your Wealth Financial Solutions, Llc (registered 2024-06-20)
Form ADVobserved 6 days ago
Occurred
Feb 16, 2024
Regulatory AUM changed
Whitaker-Myers Wealth Managers, Ltd. reported RAUM $513.0M, up 64% from $313.3M (2024-01-19 to 2024-02-16)
Form ADVobserved 6 days ago
$200M
Occurred
Oct 24, 2022
Advisor changed firm
Dustin Edward Burkhart left Whitaker-Myers Wealth Managers, Ltd. for Summit Wealth And Retirement Partners (registered 2022-11-01)
Form ADVobserved 6 days ago
Occurred
Oct 14, 2022
Advisor changed firm
Griffin James Lusk left Whitaker-Myers Wealth Managers, Ltd. for Valic Financial Advisors, Inc. (registered 2023-06-16)
Form ADVobserved 6 days ago
Occurred
Jul 15, 2022
Control person joined
A Amanda Sharratt (Chief Operations Officer) appeared on Schedule A of Whitaker-Myers Wealth Managers, Ltd.
Form ADVobserved 6 days ago
Occurred
Feb 14, 2022
Regulatory AUM changed
Whitaker-Myers Wealth Managers, Ltd. reported RAUM $286.8M, up 65% from $173.7M (2022-02-02 to 2022-02-14)
Form ADVobserved 6 days ago
$113M
Occurred
Jan 3, 2022
Control person left
K Scott Young (Chief Compliance Officer) no longer on Schedule A of Whitaker-Myers Wealth Managers, Ltd. (listed 2021-12-02, absent 2022-01-03)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2022
Control person left
D Scott Allen (Member) no longer on Schedule A of Whitaker-Myers Wealth Managers, Ltd. (listed 2021-12-02, absent 2022-01-03)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2022
Control person joined
Francis Kelly Taylor (Chief Compliance Officer) appeared on Schedule A of Whitaker-Myers Wealth Managers, Ltd.
Form ADVobserved 6 days ago
Occurred
Jan 3, 2022
Control person joined
William Seth Buckwalter (Member) appeared on Schedule A of Whitaker-Myers Wealth Managers, Ltd.
Form ADVobserved 6 days ago
Occurred
Mar 10, 2020
First Form ADV filing
Whitaker-Myers Wealth Managers, Ltd. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Mar 15, 2023
Whitaker-Myers Wealth Managers, Ltd. reported 18 offices beyond its principal office, up from 12 (2022-12-12 to 2023-03-15)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2b7dd24-357f-0bd1-5131-9439b34e3d49
First observed: Mar 10, 2020
Last observed: Jun 2, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WHITAKER-MYERS WEALTH MANAGERS, LTD.

CRD 286093

MANSFIELD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2b7dd24-357f-0bd1-5131-9439b34e3d49

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW GERALD HARRIS

n/a

MANSFIELD, OH

yes

JOHN-MARK COLLIER YOUNG

Certified Financial Planner|Chartered Financial Consultant

Wooster, OH | Mansfield, OH

Andrew T Young

n/a

MANSFIELD, OH | WESTERVILLE, OH

n/a

JACOB SCOTT BUCKWALTER

n/a

MANSFIELD, OH | Wooster, OH

Logan Michael Doup

Certified Financial Planner

MANSFIELD, OH | Mansfield, OH

n/a

Drew Thomas Hodgson

Certified Financial Planner

MANSFIELD, OH

n/a

NICHOLAS S ALLEN

n/a

MANSFIELD, OH | Wooster, OH

n/a

David A Gearhart

n/a

Bluffton, SC | MANSFIELD, OH

n/a

Joseph I Mains

n/a

MANSFIELD, OH

n/a

Benjamin Michael Allen

n/a

Dublin, OH | MANSFIELD, OH

n/a

Kage D Rush

n/a

MANSFIELD, OH

n/a

Mica Dauch

n/a

MANSFIELD, OH

n/a

Ethan Ronald Barry

n/a

MANSFIELD, OH

n/a

Joseph Wade Browning

n/a

MANSFIELD, OH | Wooster, OH

n/a

TIMOTHY P HILTERMAN

Certified Financial Planner

MANSFIELD, OH

Clay P Reynolds

n/a

MANSFIELD, OH

n/a

Jonah D Kearns

n/a

MANSFIELD, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUCKWALTER, SETH, WILLIAM

Member

yes

01/2022

Jan 3, 2022

Dec 19, 2024

TAYLOR, KELLY, FRANCES

CHIEF COMPLIANCE OFFICER

yes

01/2022

Jan 3, 2022

Dec 19, 2024

VANDERZYDEN, CHRIS, G

Member

yes

03/2014

Mar 10, 2020

Dec 19, 2024

YOUNG, JOHN-MARK, COLLIER

PRESIDENT/CHIEF INVESTMENT OFFICER

yes

08/2021

Mar 10, 2020

Dec 19, 2024

Emmons, Ryan, J.

Member

03/2014

Mar 10, 2020

Dec 19, 2024

HARRIS, MATTHEW, GERALD

Member

03/2014

Mar 10, 2020

Dec 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WHITAKER-MYERS BENEFIT PLANS, LLC

n/a

yes

n/a

WHITAKER-MYERS INSURANCE AGENCY INC.

n/a

yes

n/a

WHITAKER-MYERS TAX ADVISORS

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Wooster

United States

Westerville

United States

Davenport

United States

OVERLAND PARK,

United States

Ashland

United States

Cincinnati

United States

DEER PARK

United States

Okatie

United States

Naples

United States

PONTE VEDRA BEACH

United States

Tallahassee

United States

Savannah

United States

Akron

United States

Beavercreek

United States

Independence

United States

Louisville

United States

Mansfield

United States

Maumee

United States

Pittsburgh

United States

MT. PLEASANT

United States

Knoxville

United States

Austin

United States

Dallas

United States

SAN ANTONIO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$851M

$794M

n/a

2024

Apr 30, 2025

$713M

$618M

n/a

2023

Feb 16, 2024

$513M

$432M

n/a

2022

Mar 15, 2023

$313M

$195M

n/a

2021

Feb 14, 2022

$287M

$145M

n/a

2020

Mar 10, 2021

$174M

$51.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

23.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$851M

$713M

19.3%

$313M

39.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 8, 2017

Mar 10, 2017

ASHLAND, OH

Team lift out

Other

0.1%