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
Whitaker-Myers Wealth Managers, Ltd.
Latest filing Jun 2, 2026
First filing on the tape Mar 10, 2020 · 88 filings
SEC status approved since Apr 9, 2020
RAUM
$851M
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
93%
$789M individuals and HNW
Advisors
17
registered through the firm on IAPD
RAUM per advisor
$50.0M
derived; firm RAUM over IAPD count
Employees
30
10 advisory (5.B.1)
Offices
19
beyond the principal office
Private funds
0
reported on Schedule D
History
88 filings and snapshots on the tape
RAUM$851M as of Jun 2, 2026
Mar 10, 2021$174M then
HNW client RAUM$289M as of Jun 2, 2026
Mar 10, 2021$31.0M then
State-registered IARs (5.B.3)16 as of Jun 2, 2026
Mar 10, 20217 then
Employees (5.A)30 as of Jun 2, 2026
Mar 10, 20219 then
Private funds: no history
RAUM +19% over the last fiscal year+40% a year over threeIARs 18 to 16offices 27 to 19
Practice profile
derived from the filing of Jun 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $50.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 201derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $101,906derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 6.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 0.8derived20 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- -17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.8%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- 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
- 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)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$500M59%
- High-net-worth individuals$289M34%
- Pension and profit-sharing plans$53.6M6.3%
- Corporations and businesses$6.0M0.7%
- Charitable organizations$1.8M0.2%
- Individual clients
- 3,255reported
- HNW clients
- 167reported
- Pension plan clients
- 24reported
- Charitable clients
- 5reported
- Accounts
- 8,347reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
17 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Gerald Harris | Mansfield, Oh | Mar 3, 2017 | 27 y | 3 |
| John-Mark Collier YoungCertified Financial Planner, Chartered Financial Consultant | Wooster, Oh | Mar 10, 2017 | 18 y | 2 |
| Andrew T Young | Mansfield, Oh | Jan 9, 2020 | 9 y | 0 |
| Jacob Scott Buckwalter | Mansfield, Oh | Dec 17, 2020 | 12 y | 2 |
| Logan Michael DoupCertified Financial Planner | Mansfield, Oh | Jan 14, 2022 | 11 y | 0 |
| Drew Thomas HodgsonCertified Financial Planner | Mansfield, Oh | Oct 10, 2022 | 15 y | 0 |
| Nicholas S Allen | Mansfield, Oh | Oct 28, 2022 | 13 y | 0 |
| David A Gearhart | Bluffton, Sc | Apr 2, 2024 | 12 y | 0 |
| Joseph I Mains | Mansfield, Oh | Sep 4, 2024 | 19 y | 0 |
| Benjamin Michael Allen | Dublin, Oh | Sep 9, 2024 | 10 y | 0 |
| Kage D Rush | Mansfield, Oh | Sep 26, 2024 | 12 y | 0 |
| Mica Dauch | Mansfield, Oh | Oct 10, 2024 | 12 y | 0 |
| Ethan Ronald Barry | Mansfield, Oh | Oct 15, 2024 | 20 y | 0 |
| Joseph Wade Browning | Mansfield, Oh | Oct 16, 2024 | 10 y | 0 |
| Timothy P HiltermanCertified Financial Planner | Mansfield, Oh | Dec 16, 2024 | 12 y | 2 |
| Clay P Reynolds | Mansfield, Oh | Aug 5, 2025 | 12 y | 0 |
| Jonah D Kearns | Mansfield, Oh | Apr 23, 2026 | 12 y | 0 |
Advisor movement
4 left, 0 joined in 12 months
net -4 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 24% of current headcount6 left over 36 months
Left, latest
- Jacob R Shoemaker to LidoDec 11, 2025 · RIA to RIA
- Stephen Richard Armstrong to Lexaurum AdvisorsNov 7, 2025 · RIA to RIA
- Joshua D Paletta to Lexaurum AdvisorsOct 7, 2025 · RIA to RIA
- Kelly C Kranstuber to Lexaurum AdvisorsOct 6, 2025 · RIA to RIA
- Grant Jennings to Strategic Advisers LLCApr 7, 2025 · RIA to affiliated broker-dealer or bank
- Amanda A Sharratt to Your Wealth Financial Solutions, LLCApr 17, 2024 · RIA to a state-registered adviser
- Dustin Edward Burkhart to Summit Wealth And Retirement PartnersOct 24, 2022 · RIA to RIA
- Griffin James Lusk to Valic Financial Advisors, Inc.Oct 14, 2022 · RIA to affiliated broker-dealer or bank
Joined, latest
- Timothy P Hilterman from Whitcomb & Hess, Inc.Dec 16, 2024 · RIA to RIA
- Grant Jennings from Fidelity Personal And Workplace AdvisorsOct 17, 2024 · Affiliated broker-dealer or bank to independent RIA
- Joshua D Paletta from Almanack Investment PartnersApr 3, 2023 · RIA to RIA
- Jacob Scott Buckwalter from Whitcomb & Hess, Inc.Dec 17, 2020 · Other
- John-Mark Collier Young from Raymond James Financial Services Advisors, IncMar 10, 2017 · Other
- Matthew Gerald Harris from Raymond James Financial Services Advisors, IncMar 3, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Raymond James Financial Services Advisors, IncMar 8, 2017 · Ashland, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- William Seth Buckwalter · Membercontrolsince 01/2022 · owns 5% to 10%
- Frances Kelly Taylor · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- G Chris Vanderzyden · Membercontrolsince 03/2014 · owns 25% to 50%
- Collier John-Mark Young · President/Chief Investment Officercontrolsince 08/2021 · owns 25% to 50%
- J. Ryan Emmons · Membersince 03/2014 · owns 5% to 10%
- Gerald Matthew Harris · Membersince 03/2014 · owns 5% to 10%
Related persons
Schedule D 7.A
- Whitaker-Myers Benefit Plans, LLCreal estaten
- Whitaker-Myers Insurance Agency Inc.real estaten
- Whitaker-Myers Tax Advisorsinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mansfield, Oh · principal | 17 | 1 | 2 | ||
| Wooster, Oh | 4 | 0 | 1 | ||
| Overland Park, Ks | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Wooster, OH3 employees
- Westerville, OH2 employees
- Cincinnati, OH1 employees
- Ashland, OH1 employees
- Overland Park,, KS1 employees
- Okatie, SC1 employees
- Davenport, IA1 employees
- Deer Park, OH1 employees
- Akron, OH
- Mt. Pleasant, SC
- Naples, FL
- Pittsburgh, PA
- Ponte Vedra Beach, FL
- San Antonio, TX
- Savannah, GA
- Tallahassee, FL
- Maumee, OH
- Austin, TX
- Beavercreek, OH
- Dallas, TX
- Independence, OH
- Knoxville, TN
- Louisville, OH
- Mansfield, OH
What changed
consecutive filings, newest first
- Advisory employees · 9 to 10Mar 12, 2026 to May 4, 2026
- Employees · 29 to 30Mar 12, 2026 to May 4, 2026
- State-registered IARs · 15 to 16Mar 12, 2026 to May 4, 2026
- Accounts · 8,041 to 8,347Dec 11, 2025 to Mar 12, 2026
- Advisory employees · 8 to 9Dec 11, 2025 to Mar 12, 2026
- HNW clients · 122 to 167Dec 11, 2025 to Mar 12, 2026
- Individual clients · 3,081 to 3,255Dec 11, 2025 to Mar 12, 2026
- Pension plan clients · 22 to 24Dec 11, 2025 to Mar 12, 2026
- Employees · 24 to 29Dec 11, 2025 to Mar 12, 2026
- Other offices · 23 to 19Dec 11, 2025 to Mar 12, 2026
- Discretionary RAUM · $618M to $794MDec 11, 2025 to Mar 12, 2026
- HNW RAUM · $207M to $289MDec 11, 2025 to Mar 12, 2026
- Individual RAUM · $451M to $500MDec 11, 2025 to Mar 12, 2026
- Non-discretionary RAUM · $95.0M to $56.9MDec 11, 2025 to Mar 12, 2026
- Pension RAUM · $47.2M to $53.6MDec 11, 2025 to Mar 12, 2026
- RAUM · $713M to $851MDec 11, 2025 to Mar 12, 2026
- Advisory employees · 9 to 8Nov 13, 2025 to Dec 11, 2025
- Employees · 25 to 24Nov 13, 2025 to Dec 11, 2025
- State-registered IARs · 16 to 15Nov 13, 2025 to Dec 11, 2025
- Advisory employees · 12 to 9Aug 25, 2025 to Nov 13, 2025
- Employees · 31 to 25Aug 25, 2025 to Nov 13, 2025
- State-registered IARs · 19 to 16Aug 25, 2025 to Nov 13, 2025
- Other offices · 26 to 23Aug 25, 2025 to Nov 13, 2025
- Advisory employees · 14 to 12Jun 26, 2025 to Aug 25, 2025
- Employees · 30 to 31Jun 26, 2025 to Aug 25, 2025
- State-registered IARs · 18 to 19Jun 26, 2025 to Aug 25, 2025
- Financial planning clients · 1-10 to 1-10Apr 30, 2025 to Jun 26, 2025
- Other offices · 27 to 26Apr 30, 2025 to Jun 26, 2025
- Accounts · 7,714 to 8,041Feb 26, 2025 to Apr 30, 2025
- Advisory employees · 16 to 14Feb 26, 2025 to Apr 30, 2025
- HNW clients · 97 to 122Feb 26, 2025 to Apr 30, 2025
- Individual clients · 2,737 to 3,081Feb 26, 2025 to Apr 30, 2025
- Pension plan clients · 85 to 22Feb 26, 2025 to Apr 30, 2025
- Employees · 33 to 30Feb 26, 2025 to Apr 30, 2025
- State-registered IARs · 20 to 18Feb 26, 2025 to Apr 30, 2025
- Other offices · 24 to 27Feb 26, 2025 to Apr 30, 2025
- Discretionary RAUM · $432M to $618MFeb 26, 2025 to Apr 30, 2025
- HNW RAUM · $132M to $207MFeb 26, 2025 to Apr 30, 2025
- Individual RAUM · $339M to $451MFeb 26, 2025 to Apr 30, 2025
- Non-discretionary RAUM · $80.9M to $95.0MFeb 26, 2025 to Apr 30, 2025
Signals
19 dated events
- Jacob R Shoemaker left Whitaker-Myers Wealth Managers, Ltd. for Lido (registered 2026-01-30)Dec 11, 2025 · Advisor changed firm · fact
- Stephen Richard Armstrong left Whitaker-Myers Wealth Managers, Ltd. for Lexaurum Advisors (registered 2025-10-09)Nov 7, 2025 · Advisor changed firm · fact
- Joshua D Paletta left Whitaker-Myers Wealth Managers, Ltd. for Lexaurum Advisors (registered 2025-09-10)Oct 7, 2025 · Advisor changed firm · fact
- Kelly C Kranstuber left Whitaker-Myers Wealth Managers, Ltd. for Lexaurum Advisors (registered 2025-10-15)Oct 6, 2025 · Advisor changed firm · fact
- Whitaker-Myers Wealth Managers, Ltd. reported RAUM $713.1M, up 39% from $513.0M (2025-02-26 to 2025-04-30)Apr 30, 2025 · RAUM change · derived
- Grant Jennings left Whitaker-Myers Wealth Managers, Ltd. for Strategic Advisers Llc (registered 2025-09-29)Apr 7, 2025 · Advisor changed firm · fact
- 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)May 27, 2024 · Control person left · inference
- Amanda A Sharratt left Whitaker-Myers Wealth Managers, Ltd. for Your Wealth Financial Solutions, Llc (registered 2024-06-20)Apr 17, 2024 · Advisor changed firm · fact
- Whitaker-Myers Wealth Managers, Ltd. reported RAUM $513.0M, up 64% from $313.3M (2024-01-19 to 2024-02-16)Feb 16, 2024 · RAUM change · derived
- Whitaker-Myers Wealth Managers, Ltd. reported 18 offices beyond its principal office, up from 12 (2022-12-12 to 2023-03-15)Mar 15, 2023 · Office count change · derived
- Dustin Edward Burkhart left Whitaker-Myers Wealth Managers, Ltd. for Summit Wealth And Retirement Partners (registered 2022-11-01)Oct 24, 2022 · Advisor changed firm · fact
- Griffin James Lusk left Whitaker-Myers Wealth Managers, Ltd. for Valic Financial Advisors, Inc. (registered 2023-06-16)Oct 14, 2022 · Advisor changed firm · fact
- A Amanda Sharratt (Chief Operations Officer) appeared on Schedule A of Whitaker-Myers Wealth Managers, Ltd.Jul 15, 2022 · Control person joined · fact
- Whitaker-Myers Wealth Managers, Ltd. reported RAUM $286.8M, up 65% from $173.7M (2022-02-02 to 2022-02-14)Feb 14, 2022 · RAUM change · derived
- Francis Kelly Taylor (Chief Compliance Officer) appeared on Schedule A of Whitaker-Myers Wealth Managers, Ltd.Jan 3, 2022 · Control person joined · fact
- William Seth Buckwalter (Member) appeared on Schedule A of Whitaker-Myers Wealth Managers, Ltd.Jan 3, 2022 · Control person joined · fact
- 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)Jan 3, 2022 · Control person left · inference
- D Scott Allen (Member) no longer on Schedule A of Whitaker-Myers Wealth Managers, Ltd. (listed 2021-12-02, absent 2022-01-03)Jan 3, 2022 · Control person left · inference
- Whitaker-Myers Wealth Managers, Ltd. filed its initial SEC registration (Form ADV)Mar 10, 2020 · First SEC registration · fact
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 email
- allisonbrown@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- ashlihartzler@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- bethharper@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- betsydefelice@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- chrisvanderzyden@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- jeanniemangon@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- joelbender@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- judycooper@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- meganstull@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- paigekithcart@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- ryanemmons@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- scottyoung@whitaker-myers.comreportedpublished by the firm, firm site, Sep 17, 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
- $50.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026