DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Meeder Advisory Services, Inc.

Independent wealth managerDublin, OhioCRD 106814SEC 801-40023websiteIAPD
Legal name Meeder Advisory Services, Inc
Latest filing Apr 10, 2026
First filing on the tape Mar 30, 2012 · 35 filings
SEC status approved since Oct 23, 1991
RAUM
$2.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$2.7B individuals and HNW
Advisors
19
registered through the firm on IAPD
RAUM per advisor
$151M
derived; firm RAUM over IAPD count
Employees
73
54 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$2.9B as of Apr 10, 2026
Mar 30, 2012$751M then
HNW client RAUM$1.8B as of Apr 10, 2026
Mar 17, 2026$1.8B then
State-registered IARs (5.B.3)16 as of Apr 10, 2026
Mar 28, 20131 then
Employees (5.A)73 as of Apr 10, 2026
Mar 28, 201344 then
Private funds: no history
RAUM +37% over the last fiscal year+35% a year over threeIARs 19 to 16
Practice profile
derived from the filing of Apr 10, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$151MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
189derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.5MderivedHNW RAUM over HNW clients
Average account
$786,479derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
3.8derivedItem 5.A over advisors
Advisors per office
19.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+37%derivedbetween the last two annual amendments
Advisor growth, one year
-16%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Wrap fee program
participatesreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$1.8B62%
  • Individuals$945M33%
  • Corporations and businesses$84.0M2.9%
  • Charitable organizations$26.5M0.9%
  • Insurance companies$24.6M0.9%
  • Pension and profit-sharing plans$1.9M0.1%
Individual clients
2,877reported
HNW clients
717reported
Pension plan clients
n/areported
Charitable clients
9reported
Accounts
3,640reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $2.8B managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.95 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=true bd_reps=24.0 bank_owner=falsederived
Advisors registered through the firm
19 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Joseph Thomas TocyloskiDublin, OhFeb 27, 201722 y0
Ted Thomas ClarkDublin, OhMay 4, 201823 y2
Angelo ManzoCertified Financial Planner, Chartered Financial AnalystDublin, OhMay 5, 202118 y5
Chris Joseph EngelDublin, OhMay 7, 202117 y3
James Andrew MortonDublin, OhAug 1, 202311 y0
Joshua Paul HunterDublin, OhJan 2, 202421 y0
David LienDublin, OhJun 17, 202421 y2
Kevin Thomas KruseDublin, OhAug 10, 202411 y0
Byul S JheongDublin, OhOct 23, 202411 y1
Ross EmrickDublin, OhOct 25, 202410 y3
Mikel M ZeidensteinChartered Financial AnalystDublin, OhMar 19, 202510 y1
Neil PatelDublin, OhSep 9, 202511 y0
Daniel Sylvester LissChartered Financial AnalystDublin, OhSep 16, 202513 y3
David Joseph PagliaroDublin, OhJan 26, 202624 y1
Troy OehlerDublin, OhFeb 17, 202616 y0
Robert Francis BehanChartered Financial AnalystDublin, OhApr 10, 202632 y2
Kendall I TheilDublin, OhMay 3, 20269 y0
Kyle Mclaren WestlandDublin, OhMay 7, 202618 y0
David John BoldgerDublin, OhAug 19, 202611 y4
Advisor movement
3 left, 4 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 16% of current headcount8 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Francis Robert Behan · President And Head Of Distribution For Advisor Consultingcontrol
      since 03/2026 · owns less than 5%
    • Christian Matthew Bowersox · Chief Financial Officercontrol
      since 11/2024 · owns less than 5%
    • Peter Timothy Brand · Senior Vice Presidentcontrol
      since 09/2024 · owns less than 5%
    • Jason John Click · Senior Vice Presidentcontrol
      since 10/2011 · owns less than 5%
    • Sherman (Jr) Robert Meeder · Presidentcontrol
      since 10/1991 · owns less than 5%
    • Scott Adam Ness · Chief Operating Officercontrol
      since 10/2017 · owns less than 5%
    • Raymond Brandon Kipp · Chief Compliance Officer
      since 01/2024 · owns less than 5%
    • Neil Timothy Mccabe · Chief Legal Officer
      since 09/2015 · owns less than 5%
    Entity owners
    • Meeder Investment Management, Inc. · Parent Corporation
      direct · owns 75% or more
    • Robert S. Meeder, Jr., As Trustee Of The Robert S. Meeder, Jr. Restated Trust, U/T/A Dated May 22, 2018, As Amended · President
      indirect · owns 50% to 75% of Meeder Investment Management, Inc.
    • Robert S. Meeder, Sr., As Trustee Of The The Robert S. Meeder, Sr. 2019 Irrevocable Trus · Shareholder
      indirect · owns 25% to 50% of Meeder Investment Management, Inc.
    Related persons
    Schedule D 7.A
    Advisers that list Meeder Advisory Services, Inc. as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Dublin, Oh · principal1963
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    ADV anomalies
    3 against comparable advisers; where to look, not conclusions
    • control person changedChange between filings · filing Apr 10, 2026
      BEHAN, ROBERT, FRANCIS (PRESIDENT AND HEAD OF DISTRIBUTION FOR ADVISOR CONSULTING) appeared on Schedule A between the filings of 2024-12-17 and 2026-04-10
      peers: independent wealth managers, $1B to $5B (1,360)
    • control person changedChange between filings · filing Apr 10, 2026
      BRAND, TIMOTHY, PETER (SENIOR VICE PRESIDENT) left Schedule A between the filings of 2024-12-17 and 2026-04-10
      peers: independent wealth managers, $1B to $5B (1,360)
    • control person changedChange between filings · filing Apr 10, 2026
      CLICK, JOHN, JASON (SENIOR VICE PRESIDENT) left Schedule A between the filings of 2024-12-17 and 2026-04-10
      peers: independent wealth managers, $1B to $5B (1,360)
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 3,800 to 3,640
      Dec 22, 2025 to Mar 17, 2026
    • Advisory employees · 38 to 54
      Dec 22, 2025 to Mar 17, 2026
    • BD registered reps · 25 to 24
      Dec 22, 2025 to Mar 17, 2026
    • Charity clients · 7 to 9
      Dec 22, 2025 to Mar 17, 2026
    • Corporate clients · 27 to 33
      Dec 22, 2025 to Mar 17, 2026
    • HNW clients · unset to 717.0
      Dec 22, 2025 to Mar 17, 2026
    • Individual clients · 3,761 to 2,877
      Dec 22, 2025 to Mar 17, 2026
    • Pension plan clients · 3.0 to unset
      Dec 22, 2025 to Mar 17, 2026
    • Employees · 54 to 73
      Dec 22, 2025 to Mar 17, 2026
    • Insurance-licensed employees · 1 to 0
      Dec 22, 2025 to Mar 17, 2026
    • State-registered IARs · 19 to 16
      Dec 22, 2025 to Mar 17, 2026
    • Discretionary RAUM · $2.1B to $2.9B
      Dec 22, 2025 to Mar 17, 2026
    • HNW RAUM · unset to 1780386377.0
      Dec 22, 2025 to Mar 17, 2026
    • Individual RAUM · $2.0B to $945M
      Dec 22, 2025 to Mar 17, 2026
    • Pension RAUM · $1.7M to $1.9M
      Dec 22, 2025 to Mar 17, 2026
    • RAUM · $2.1B to $2.9B
      Dec 22, 2025 to Mar 17, 2026
    • Wrap assets (manager) · $2.1B to $2.8B
      Dec 22, 2025 to Mar 17, 2026
    • Financial planning clients · 0 to 0
      Mar 28, 2025 to Nov 12, 2025
    • Accounts · 3,713 to 3,800
      Dec 17, 2024 to Mar 28, 2025
    • Advisory employees · 36 to 38
      Dec 17, 2024 to Mar 28, 2025
    • BD registered reps · 20 to 25
      Dec 17, 2024 to Mar 28, 2025
    • Charity clients · 4 to 7
      Dec 17, 2024 to Mar 28, 2025
    • Corporate clients · 23 to 27
      Dec 17, 2024 to Mar 28, 2025
    • Individual clients · 3,568 to 3,761
      Dec 17, 2024 to Mar 28, 2025
    • Pension plan clients · 9 to 3
      Dec 17, 2024 to Mar 28, 2025
    • Employees · 52 to 54
      Dec 17, 2024 to Mar 28, 2025
    • Insurance-licensed employees · 0 to 1
      Dec 17, 2024 to Mar 28, 2025
    • State-registered IARs · 14 to 19
      Dec 17, 2024 to Mar 28, 2025
    • Discretionary RAUM · $1.4B to $2.1B
      Dec 17, 2024 to Mar 28, 2025
    • Individual RAUM · $1.4B to $2.0B
      Dec 17, 2024 to Mar 28, 2025
    • Pension RAUM · $11.8M to $1.7M
      Dec 17, 2024 to Mar 28, 2025
    • RAUM · $1.4B to $2.1B
      Dec 17, 2024 to Mar 28, 2025
    • Wrap assets (manager) · $1.2B to $2.1B
      Dec 17, 2024 to Mar 28, 2025
    • Accounts · 3,777 to 3,713
      Jan 12, 2024 to Mar 28, 2024
    • Advisory employees · 26 to 36
      Jan 12, 2024 to Mar 28, 2024
    • BD registered reps · 7 to 20
      Jan 12, 2024 to Mar 28, 2024
    • Charity clients · 3 to 4
      Jan 12, 2024 to Mar 28, 2024
    • Corporate clients · 17 to 23
      Jan 12, 2024 to Mar 28, 2024
    • Individual clients · 3,755 to 3,568
      Jan 12, 2024 to Mar 28, 2024
    • Pension plan clients · 4 to 9
      Jan 12, 2024 to Mar 28, 2024
    Signals
    26 dated events
    • Amy Jill Kaufman left Meeder Advisory Services, Inc. for Lpl Financial Llc (registered 2026-04-15)
      Apr 7, 2026 · Advisor changed firm · fact
    • Meeder Advisory Services, Inc. reported RAUM $2.9B, up 37% from $2.1B (2025-12-22 to 2026-03-17)
      Mar 17, 2026 · RAUM change · derived
    • Daniel Patrick Otoole left Meeder Advisory Services, Inc. for Simplicity Wealth (registered 2026-03-20)
      Feb 3, 2026 · Advisor changed firm · fact
    • Christopher Cody Holbrook left Meeder Advisory Services, Inc. for Fisher Investments (registered 2025-10-17)
      Oct 7, 2025 · Advisor changed firm · fact
    • Aaron Brandon Adkins left Meeder Advisory Services, Inc. for Hamilton Capital (registered 2026-03-02)
      Aug 4, 2025 · Advisor changed firm · fact
    • Paul Barclay Geiger left Meeder Advisory Services, Inc. for Windsor Advisory Group, Llc (registered 2025-07-22)
      Jul 15, 2025 · Advisor changed firm · fact
    • Meeder Advisory Services, Inc. reported RAUM $2.1B, up 45% from $1.4B (2024-12-17 to 2025-03-28)
      Mar 28, 2025 · RAUM change · derived
    • Christian Matthew Bowersox (Chief Financial Officer) appeared on Schedule A of Meeder Advisory Services, Inc.
      Dec 17, 2024 · Control person joined · fact
    • Peter Timothy Brand (Senior Vice President) appeared on Schedule A of Meeder Advisory Services, Inc.
      Dec 17, 2024 · Control person joined · fact
    • Patrick Daniel Otoole (Senior Vice President) no longer on Schedule A of Meeder Advisory Services, Inc. (listed 2024-03-28, absent 2024-12-17)
      Dec 17, 2024 · Control person left · inference
    • Daniel Paul Messmer left Meeder Advisory Services, Inc. for Messmer Capital Advisors Llc (registered 2024-07-10)
      Jul 15, 2024 · Advisor changed firm · fact
    • Meeder Advisory Services, Inc. reported RAUM $1.4B, up 25% from $1.2B (2024-01-12 to 2024-03-28)
      Mar 28, 2024 · RAUM change · derived
    • Joseph Michael Kelly left Meeder Advisory Services, Inc. for Global Retirement Partners Llc (registered 2023-12-13)
      Mar 18, 2024 · Advisor changed firm · fact
    • Christopher Layton Barlow left Meeder Advisory Services, Inc. for Envestnet Pmc (registered 2025-01-17)
      Jan 8, 2024 · Advisor changed firm · fact
    • James Francis Agasar left Meeder Advisory Services, Inc. for Sei Investments Management Corp (registered 2024-01-08)
      Jun 28, 2023 · Advisor changed firm · fact
    • Meeder Advisory Services, Inc. reported 7 state-registered advisory representatives, down from 23 (2022-03-31 to 2023-03-31)
      Mar 31, 2023 · Advisor headcount change · derived
    • Daniel Sylvester Liss left Meeder Advisory Services, Inc. for Cetera Advisor Networks Llc (registered 2023-01-30)
      Nov 29, 2022 · Advisor changed firm · fact
    • Ross Emrick left Meeder Advisory Services, Inc. for Bny Mellon Advisors, Inc. (registered 2023-01-05)
      Nov 22, 2022 · Advisor changed firm · fact
    • Daniel Gardiner left Meeder Advisory Services, Inc. for Cetera Advisor Networks Llc (registered 2022-06-13)
      May 16, 2022 · Advisor changed firm · fact
    • Meeder Advisory Services, Inc. reported RAUM $1.2B, up 75% from $662.2M (2021-05-04 to 2022-03-31)
      Mar 31, 2022 · RAUM change · derived
    • William Dale Smith (Co-Chief Investment Officer) no longer on Schedule A of Meeder Advisory Services, Inc. (listed 2021-05-04, absent 2022-03-31)
      Mar 31, 2022 · Control person left · inference
    • Meeder Advisory Services, Inc. reported RAUM $662.2M, up 33% from $497.0M (2020-06-30 to 2021-03-31)
      Mar 31, 2021 · RAUM change · derived
    • Meeder Advisory Services, Inc. reported RAUM $497.0M, up 49% from $333.3M (2019-11-08 to 2020-03-30)
      Mar 30, 2020 · RAUM change · derived
    • Sherman (Sr) Robert Meeder (Shareholder) no longer on Schedule A of Meeder Advisory Services, Inc. (listed 2019-07-15, absent 2019-11-08)
      Nov 8, 2019 · Control person left · inference
    • Lee Clinton Brewer (Co-Chief Investment Officer) no longer on Schedule A of Meeder Advisory Services, Inc. (listed 2019-03-29, absent 2019-07-15)
      Jul 15, 2019 · Control person left · inference
    • Meeder Advisory Services, Inc. reported 17 state-registered advisory representatives, up from 5 (2017-03-31 to 2018-03-29)
      Mar 29, 2018 · Advisor headcount change · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    866-633-3371reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/meeder-investment-managementreportedpublic record, Form ADV, Sep 17, 2026
    Website
    meederinvestment.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    866-633-3371reportedpublic record, Form ADV, Apr 10, 2026
    Contact form
    meederinvestment.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
    Team page
    meederinvestment.com/advisor-consulting/teamreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $151Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026