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
Valmark Advisers, Inc.
Legal name Valmark Advisers Inc
Latest filing Jun 1, 2026
First filing on the tape Dec 23, 2011 · 60 filings
SEC status approved since May 29, 1998
RAUM
$10B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
80%
$8.1B individuals and HNW
Advisors
292
registered through the firm on IAPD
RAUM per advisor
$34.8M
derived; firm RAUM over IAPD count
Employees
280
280 advisory (5.B.1)
Offices
156
beyond the principal office
Private funds
0
reported on Schedule D
History
60 filings and snapshots on the tape
RAUM$10B as of Jun 1, 2026
Mar 28, 2012$1.6B then
HNW client RAUM$3.9B as of Jun 1, 2026
Mar 29, 2018$1.1B then
State-registered IARs (5.B.3)280 as of Jun 1, 2026
Mar 27, 2013183 then
Employees (5.A)280 as of Jun 1, 2026
Mar 27, 2013183 then
Private funds: no history
RAUM +21% over the last fiscal year+21% a year over threeIARs 275 to 280
Practice profile
derived from the filing of Jun 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $34.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 50derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $486,869derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.9derived157 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +1.8%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, pension consulting, selection of other advisers, otherreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Wrap fee program
- $6.2BreportedItem 5.I
- Custody
- $550M, 880 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$4.2B43%
- High-net-worth individuals$3.9B40%
- Investment companies$1.5B15%
- Pension and profit-sharing plans$166M1.7%
- Charitable organizations$15.2M0.2%
- Individual clients
- 12,995reported
- HNW clients
- 1,629reported
- Pension plan clients
- 190reported
- Charitable clients
- 19reported
- Accounts
- 20,881reported
- Financial planning clients
- 500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $550M for 880 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.8 fund_share=0.15 institutional_share=0.02 related_bd=true related_bank=false bd_reps=280.0derived
Advisors registered through the firm
284 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Lawrence Joseph Rybka | Akron, Oh | Feb 4, 1999 | 39 y | 1 |
| Shelby David Morgan | Akron, Oh | Apr 21, 1999 | 29 y | 1 |
| Wayne Franklin Farnsworth | Newark, Oh | Apr 21, 1999 | 46 y | 0 |
| Glen Alan LadauCertified Financial Planner | Boca Raton, Fl | Jun 22, 1999 | 32 y | 0 |
| James Edward RedmondCertified Financial Planner | Fairlawn, Oh | Jan 1, 2000 | 38 y | 0 |
| Ronald Eugene Ruff | Lancaster, Oh | Feb 24, 2000 | 28 y | 0 |
| Richard Earl Connolly | Columbus, Oh | Feb 28, 2000 | 45 y | 0 |
| Lance James Spearman | Mt. Vernon, Oh | Jun 22, 2000 | 21 y | 0 |
| Kevin Lee Spearman | Mt. Vernon, Oh | Jun 22, 2000 | 29 y | 0 |
| Ronald Burt WareCertified Financial Planner | Plainville, Ma | Jul 19, 2000 | 29 y | 0 |
| Jonathan David HerbruckCertified Financial Planner | Mentor, Oh | Nov 7, 2000 | 28 y | 1 |
| Dennis Michael Zaverl | Rocky River, Oh | Jan 1, 2001 | 46 y | 1 |
| Vanessa Marie Swank | Rocky River, Oh | Jan 1, 2001 | 22 y | 1 |
| William G SchiffmanPersonal Financial Specialist | Worthington, Oh | Feb 5, 2001 | 41 y | 0 |
| David Lawrence Pelland | Fairlawn, Oh | Jul 17, 2001 | 26 y | 1 |
| Frederick Vallette Mcnair | Annapolis, Md | Aug 2, 2001 | 40 y | 0 |
| Charles Jay FeldmanChartered Financial Consultant | Annapolis, Md | May 28, 2002 | 59 y | 0 |
| James Daniel Yurman | Mentor, Oh | Oct 25, 2002 | 64 y | 1 |
| Eugene Thomas Ricchetti | Independence, Oh | Oct 29, 2002 | 59 y | 0 |
| Michael W Kirshon | Fort Lauderdale, Fl | Nov 15, 2002 | 26 y | 1 |
| Robert Gordon MillerCertified Financial Planner | Boca Raton, Fl | Jan 10, 2003 | 34 y | 1 |
| Robert Glenn Kruty | Rocky River, Oh | May 15, 2003 | 36 y | 1 |
| Philip Edward HarrimanChartered Financial Consultant | Falmouth, Me | Jun 20, 2003 | 49 y | 0 |
| Frederick William Churchley | Evergreen, Co | Nov 19, 2003 | 43 y | 1 |
| Mark Joseph MillerCertified Financial Planner | Fort Wright, Ky | Dec 15, 2003 | 25 y | 3 |
| Wayne Douglas MinichChartered Financial Consultant | Richfield, Oh | Jan 28, 2004 | 44 y | 0 |
| Eric Donald CoffmanCertified Financial Planner | Fairlawn, Oh | Mar 4, 2004 | 34 y | 0 |
| Joseph Francis Villa | Livingston, Nj | Mar 29, 2004 | 44 y | 0 |
| David KonikowChartered Financial Consultant | Livingston, Nj | Apr 14, 2004 | 41 y | 1 |
| Wayne Franklin Farnsworth | Newark, Oh | May 3, 2004 | 26 y | 0 |
| Micheline Mary Romano | Falmouth, Me | Jun 10, 2004 | 28 y | 1 |
| Frank P BevilacquaCertified Financial Planner | Akron, Oh | Jun 15, 2004 | 22 y | 1 |
| Derek Jason ReedCertified Financial Planner | Gloucester, Ma | Jun 22, 2004 | 29 y | 0 |
| Michael Andrew Mcclary | Akron , Oh | Dec 7, 2004 | 23 y | 2 |
| David Rutger MinichCertified Financial Planner | Richfield, Oh | Aug 1, 2005 | 25 y | 0 |
| Joseph Max FeldmanCertified Financial Planner | Sarasota, Fl | Nov 29, 2005 | 24 y | 1 |
| Mark Alan Morris | Kettering, Oh | Jan 12, 2006 | 24 y | 0 |
| David Scott Mckechnie | Ponta Vedra, Fl | Jan 25, 2006 | 41 y | 0 |
| Michael Merle NicholsonChartered Financial Consultant | Madison, Wi | Apr 11, 2006 | 41 y | 0 |
| William Craig MillerCertified Financial Planner, Chartered Financial Consultant | Boca Raton, Fl | May 12, 2006 | 32 y | 1 |
Advisor movement
7 left, 7 joined in 12 months
net 0 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 2.4% of current headcount17 left over 36 months
Left, latest
- David Dreier to Strategic Wealth Investment Group, LLCJul 6, 2026 · Affiliated broker-dealer or bank to independent RIA
- Katherine Elizabeth Glidden to Beauport Financial Services, LLCJun 1, 2026 · Affiliated broker-dealer or bank to a state-registered adviser
- Peter Husted to Bruton Chisnell Advisors, LLCApr 16, 2026 · Affiliated broker-dealer or bank to independent RIA
- Kevin Gundrum to Raymond James & Associates, Inc.Mar 19, 2026 · Affiliated broker-dealer or bank to another
- Samuel Hand Robert to OnedigitalMar 17, 2026 · Other
- Thomas Walter Mulder to Lone Peak AdvisersNov 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Gabriel Christensen to Wealth Enhancement Advisory Services, LLCOct 8, 2025 · Affiliated broker-dealer or bank to another
- Owen Reed Cummins to Creekmur Asset Management, LLCSep 12, 2025 · Affiliated broker-dealer or bank to independent RIA
- Aaron L Hammer to Lone Peak AdvisersSep 8, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jimmy Shannon Forbis to Osaic Wealth, Inc.Jul 17, 2025 · Affiliated broker-dealer or bank to another
- Alexander Hull to Northwestern Mutual Investment Services,LLCApr 23, 2025 · Other
- Rodney Arthur Cook to The H Group, Inc.Apr 9, 2025 · Affiliated broker-dealer or bank to independent RIA
- E Dennis Zahrbock to First Associated Investment Advisors, Inc.Nov 1, 2024 · Other
- Ian Thomas Dillard to CaptrustAug 9, 2024 · Other
- Harlan Larry Fortenberry to First Heartland Consultants, Inc.Mar 1, 2024 · Affiliated broker-dealer or bank to another
Joined, latest
- Joseph Franklin Maher from Archford Capital Strategies, LLCSep 1, 2026 · RIA to affiliated broker-dealer or bank
- David Dreier from Peak Retirement Planning, Inc.May 27, 2026 · RIA to affiliated broker-dealer or bank
- Austin Hussey from W3 Wealth Advisors, LLCApr 21, 2026 · Other
- Kenneth Wilson Hawkins from Capital AnalystsFeb 9, 2026 · Affiliated broker-dealer or bank to another
- Maria Isabel Carchi from Equitable Advisors, LLCJan 6, 2026 · Affiliated broker-dealer or bank to another
- Scott E Kelly from Gallagher Fiduciary Advisors, LLCJan 5, 2026 · Other
- Melissa Marie Paione from Cornerstone Wealth PlanningNov 3, 2025 · Other
- Michael Lee Demers from Thrivent Advisor Network, LLCAug 5, 2025 · Affiliated broker-dealer or bank to another
- Matthew Schuster from Assetmark, Inc.May 27, 2025 · Affiliated broker-dealer or bank to another
- Alexander Adams from Cetera Investment Advisers LLCFeb 28, 2025 · Affiliated broker-dealer or bank to another
- Joseph Glenn Larson from LPL Financial LLCFeb 25, 2025 · Affiliated broker-dealer or bank to another
- Richard Gordon Topp from Centerpoint Advantage, LLCJan 1, 2025 · Other
- Jackie Lynn Gates from B&E Investment Advisers, Inc.Jan 1, 2025 · Other
- Robert Gary Dye from Ae Wealth Management, LLCDec 13, 2024 · RIA to affiliated broker-dealer or bank
- Paul Aubrey Harris from Capital Cities InvestmentsOct 29, 2024 · RIA to affiliated broker-dealer or bank
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for W3 Wealth Advisors, LLCJan 27, 2023 · Warren, Oh
- 2 left for W3 Wealth Advisors, LLCDec 31, 2021 · Worthington, Oh
- 4 left for Mutual Advisors, LLCDec 21, 2020 · Mequon, Wi
- 2 left for Savant Wealth ManagementDec 31, 2019 · Bloomington, Il
- 2 left for Efg Advisors, LLCNov 15, 2019 · Schaumburg, Il
- 2 left for Capacuity LLCAug 28, 2018 · Heathrow, Fl
- 2 left for LPL Financial LLCJul 17, 2018 · Akron, Oh
- 2 left for Kestra Advisory Services, LLCFeb 7, 2018 · Madison, Wi
- 3 joined from Centerpoint Advantage, LLCDec 31, 2024 · Flowood, Ms · Firm absorbed
- 3 joined from Lion Street Advisors, LLCJan 9, 2023 · Dallas, Tx
- 2 joined from Avantax Advisory ServicesSep 20, 2022 · Glencoe, Mn
- 2 joined from Securian Financial Services, Inc.Jul 5, 2022 · Newport Beach, Ca
- 2 joined from LPL Financial LLCFeb 23, 2022 · Omaha, Ne
- 2 joined from Tlg Advisors, Inc.Oct 18, 2021 · Summit, Nj
- 2 joined from Hornor, Townsend & Kent, LLCAug 4, 2020 · Pittsford, Ny
- 4 joined from Cetera Advisor Networks LLCJul 23, 2020 · Cincinnati, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jonathan Caleb Callahan · Evp, Chief Operating Officercontrolsince 08/2015 · owns less than 5%
- Erin Elizabeth Kozenko · Vp Accounting & Financecontrolsince 02/2018 · owns less than 5%
- Andrew Michael Mcclary · Chief Investment Officercontrolsince 01/2010 · owns less than 5%
- Joseph Lawrence Rybka · President, Directorcontrolsince 06/2000 · owns less than 5%
- Frederick Douglas Wilburn · Chief Compliance Officer/Chief Legal Officercontrolsince 07/2015 · owns less than 5%
- Joseph Lawrence Rybka · Managercontrolsince 06/2000 · owns 25% to 50% of Valmark Insurance Agency, LLC
Entity owners
- Valmark Investments, LLC · Interm. Shareholderdirect · owns 75% or more
- Executive Insurance Agency, Inc. · Memberindirect · owns 75% or more of Valmark Investments, LLC
- Valmark Financial Group LLC (Fka Valmark Insurance Agency, LLC) · Interm. Shareholderindirect · owns 75% or more of Executive Insurance Agency, Inc.
Related persons
Schedule D 7.A
- Executive Insurance Agency, Inc.real estaten
- Valmark Securities, Inc.broker-dealern
Advisers that list Valmark Advisers, Inc. as a related person
- 284914 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Akron, Oh · principal | 42 | 3 | 1 | ||
| Cincinnati, Oh | 14 | 0 | 0 | ||
| Falmouth, Me | 13 | 4 | 0 | ||
| Mason, Mi | 8 | 1 | 0 | ||
| Fairlawn, Oh | 7 | 0 | 0 | ||
| Canfield, Oh | 7 | 0 | 0 | ||
| Plainville, Ma | 7 | 1 | 0 | ||
| Irvine, Ca | 7 | 1 | 0 | ||
| Gloucester, Ma | 5 | 1 | 1 | ||
| Fort Wright, Ky | 5 | 1 | 0 | ||
| Elkhorn, Ne | 5 | 0 | 0 | ||
| Wyomissing, Pa | 5 | 1 | 0 | ||
| Jackson, Ms | 5 | 0 | 0 | ||
| Fort Lauderdale, Fl | 5 | 0 | 0 | ||
| San Francisco, Ca | 5 | 0 | 0 | ||
| Pittsford, Ny | 5 | 0 | 0 | ||
| Boca Raton, Fl | 5 | 0 | 1 | ||
| Richfield, Oh | 4 | 1 | 0 | ||
| Ashburn, Va | 4 | 0 | 0 | ||
| Charlotte, Nc | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Akron, OH7 employees
- Falmouth, ME7 employees
- Mason, MI6 employees
- Fairlawn, OH6 employees
- Canfield, OH5 employees
- Pittsford, NY5 employees
- Fort Mitchell, KY5 employees
- Mt. Vernon, NE4 employees
- Elkhorn, NE4 employees
- Mentor, OH4 employees
- Boca Raton, FL4 employees
- Cincinnati, OH4 employees
- Irvine, CA4 employees
- Tustin, CA3 employees
- Wyomissing, PA3 employees
- Newark, OH3 employees
- Boca Raton, FL3 employees
- Kettering, OH3 employees
- Westlake, OH3 employees
- Plainville, MA3 employees
- Gloucester, MA3 employees
- Cincinnati, OH3 employees
- Opelika, AL2 employees
- Richfield, OH2 employees
- Flowood, MS2 employees
What changed
consecutive filings, newest first
- Accounts · 19,096 to 20,881Jun 16, 2025 to Feb 24, 2026
- Advisory employees · 275 to 280Jun 16, 2025 to Feb 24, 2026
- BD registered reps · 275 to 280Jun 16, 2025 to Feb 24, 2026
- Charity clients · 20 to 19Jun 16, 2025 to Feb 24, 2026
- HNW clients · 1,290 to 1,629Jun 16, 2025 to Feb 24, 2026
- Individual clients · 12,142 to 12,995Jun 16, 2025 to Feb 24, 2026
- Pension plan clients · 179 to 190Jun 16, 2025 to Feb 24, 2026
- Assets in custody · $39.9M to $550MJun 16, 2025 to Feb 24, 2026
- Employees · 275 to 280Jun 16, 2025 to Feb 24, 2026
- Insurance-licensed employees · 59 to 47Jun 16, 2025 to Feb 24, 2026
- State-registered IARs · 275 to 280Jun 16, 2025 to Feb 24, 2026
- Discretionary RAUM · $8.2B to $10.0BJun 16, 2025 to Feb 24, 2026
- HNW RAUM · $3.1B to $3.9BJun 16, 2025 to Feb 24, 2026
- Individual RAUM · $3.7B to $4.2BJun 16, 2025 to Feb 24, 2026
- Non-discretionary RAUM · $146M to $171MJun 16, 2025 to Feb 24, 2026
- Pension RAUM · $148M to $166MJun 16, 2025 to Feb 24, 2026
- RAUM · $8.4B to $10BJun 16, 2025 to Feb 24, 2026
- Financial planning clients · More than 500 to More than 500Mar 24, 2025 to Jun 16, 2025
- Accounts · 17,262 to 19,096May 3, 2024 to Mar 24, 2025
- Advisory employees · 260 to 275May 3, 2024 to Mar 24, 2025
- BD registered reps · 260 to 275May 3, 2024 to Mar 24, 2025
- Charity clients · 21 to 20May 3, 2024 to Mar 24, 2025
- HNW clients · 990 to 1,290May 3, 2024 to Mar 24, 2025
- Individual clients · 11,197 to 12,142May 3, 2024 to Mar 24, 2025
- Pension plan clients · 178 to 179May 3, 2024 to Mar 24, 2025
- Assets in custody · $371M to $39.9MMay 3, 2024 to Mar 24, 2025
- Employees · 260 to 275May 3, 2024 to Mar 24, 2025
- Insurance-licensed employees · 67 to 59May 3, 2024 to Mar 24, 2025
- State-registered IARs · 260 to 275May 3, 2024 to Mar 24, 2025
- Discretionary RAUM · $6.9B to $8.2BMay 3, 2024 to Mar 24, 2025
- HNW RAUM · $2.3B to $3.1BMay 3, 2024 to Mar 24, 2025
- Individual RAUM · $3.2B to $3.7BMay 3, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $124M to $146MMay 3, 2024 to Mar 24, 2025
- Pension RAUM · $143M to $148MMay 3, 2024 to Mar 24, 2025
- RAUM · $7.0B to $8.4BMay 3, 2024 to Mar 24, 2025
- Accounts · 16,044 to 17,262Feb 17, 2023 to Feb 19, 2024
- Charity clients · 19 to 21Feb 17, 2023 to Feb 19, 2024
- HNW clients · 776 to 990Feb 17, 2023 to Feb 19, 2024
- Individual clients · 10,471 to 11,197Feb 17, 2023 to Feb 19, 2024
- Pension plan clients · 182 to 178Feb 17, 2023 to Feb 19, 2024
Signals
50 dated events
- Danielle B Amundson added a AZ registration at Valmark Advisers, Inc.Sep 16, 2026 · New state registration · fact
- Serena Ma Low added a FL registration at Valmark Advisers, Inc.Sep 16, 2026 · New state registration · fact
- Danielle B Amundson added a FL registration at Valmark Advisers, Inc.Sep 16, 2026 · New state registration · fact
- Danielle B Amundson added a WA registration at Valmark Advisers, Inc.Sep 14, 2026 · New state registration · fact
- Danielle B Amundson added a TX registration at Valmark Advisers, Inc.Sep 14, 2026 · New state registration · fact
- Danielle B Amundson added a SC registration at Valmark Advisers, Inc.Sep 14, 2026 · New state registration · fact
- Danielle B Amundson added a IL registration at Valmark Advisers, Inc.Sep 14, 2026 · New state registration · fact
- David Dreier left Valmark Advisers, Inc. for Strategic Wealth Investment Group, Llc (registered 2026-08-03)Jul 6, 2026 · Advisor changed firm · fact
- Katherine Elizabeth Glidden left Valmark Advisers, Inc. for Beauport Financial Services, Llc (registered 2024-10-17)Jun 1, 2026 · Advisor changed firm · fact
- Peter Husted left Valmark Advisers, Inc. for Bruton Chisnell Advisors, Llc (registered 2026-05-08)Apr 16, 2026 · Advisor changed firm · fact
- Kevin Gundrum left Valmark Advisers, Inc. for Raymond James & Associates, Inc. (registered 2026-04-01)Mar 19, 2026 · Advisor changed firm · fact
- Samuel Hand Robert left Valmark Advisers, Inc. for Onedigital (registered 2026-02-26)Mar 17, 2026 · Advisor changed firm · fact
- Thomas Walter Mulder left Valmark Advisers, Inc. for Lone Peak Advisers (registered 2025-11-17)Nov 3, 2025 · Advisor changed firm · fact
- Gabriel Christensen left Valmark Advisers, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2025-10-20)Oct 8, 2025 · Advisor changed firm · fact
- Owen Reed Cummins left Valmark Advisers, Inc. for Creekmur Asset Management, Llc (registered 2025-10-01)Sep 12, 2025 · Advisor changed firm · fact
- Aaron L Hammer left Valmark Advisers, Inc. for Lone Peak Advisers (registered 2025-09-09)Sep 8, 2025 · Advisor changed firm · fact
- Jimmy Shannon Forbis left Valmark Advisers, Inc. for Osaic Wealth, Inc. (registered 2025-07-17)Jul 17, 2025 · Advisor changed firm · fact
- Alexander Hull left Valmark Advisers, Inc. for Northwestern Mutual Investment Services,Llc (registered 2025-10-16)Apr 23, 2025 · Advisor changed firm · fact
- Rodney Arthur Cook left Valmark Advisers, Inc. for The H Group, Inc. (registered 2025-05-30)Apr 9, 2025 · Advisor changed firm · fact
- Centerpoint Advantage, LLC's advisors moved to Valmark Advisers, Inc. (Flowood, MS): 3 of 5 registered, on the same dayDec 31, 2024 · Firm absorbed (people side) · derived
- E Dennis Zahrbock left Valmark Advisers, Inc. for First Associated Investment Advisors, Inc. (registered 2025-01-03)Nov 1, 2024 · Advisor changed firm · fact
- Ian Thomas Dillard left Valmark Advisers, Inc. for Captrust (registered 2024-09-23)Aug 9, 2024 · Advisor changed firm · fact
- Harlan Larry Fortenberry left Valmark Advisers, Inc. for First Heartland Consultants, Inc. (registered 2024-03-11)Mar 1, 2024 · Advisor changed firm · fact
- Robert Rowland Blount left Valmark Advisers, Inc. for Pivot Investment Planning, Llc (registered 2024-06-20)Jan 2, 2024 · Advisor changed firm · fact
- Emily Nicole Sipes left Valmark Advisers, Inc. for Mercer Global Advisors Inc. (registered 2023-11-07)Nov 2, 2023 · Advisor changed firm · fact
- Kristine Kopsiaftis Lampert left Valmark Advisers, Inc. for Raymond James & Associates, Inc. (registered 2023-07-20)Aug 2, 2023 · Advisor changed firm · fact
- Daniel John Yergan left Valmark Advisers, Inc. for Fidato Wealth Llc (registered 2023-05-30)Jun 1, 2023 · Advisor changed firm · fact
- Larry Alan Dietz left Valmark Advisers, Inc. for Mariner Advisor Network (registered 2023-02-17)Feb 17, 2023 · Advisor changed firm · fact
- Thomas Patrick Olexa left Valmark Advisers, Inc. for Efg Advisors, Llc (registered 2013-05-09)Feb 17, 2023 · Advisor changed firm · fact
- Valmark Advisers, Inc. reported 156 offices beyond its principal office, up from 140 (2023-01-03 to 2023-02-17)Feb 17, 2023 · Office count 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
- Firm profile
- linkedin.com/company/valmark-financial-group/mycompanyreportedpublic record, Form ADV, Sep 17, 2026
- Website
- VALMARKFG.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 800-765-5201reportedpublic record, Form ADV, Jun 1, 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
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $34.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026