Investment adviser · CRD 106814
MEEDER ADVISORY SERVICES, INC.
Investment adviser filing (IA)
MEEDER ADVISORY SERVICES, INC
DUBLIN, OH, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $2.86B Form ADV · Item 5.F
- Client accounts
- 3,640 Accounts, not individual clients
- Employees
- 73 Reported in this filing
- Advisory professionals
- 54 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 717 | $1,780,386,377 | 62.2% |
| Individuals | 2,877 | $945,258,620 | 33.0% |
| Corporations & businesses | 33 | $84,033,460 | 2.9% |
| Charities | 9 | $26,518,438 | 0.9% |
| Insurance companies | Fewer than 5 | $24,638,071 | 0.9% |
| Retirement plans | Fewer than 5 | $1,948,793 | 0.1% |
Filing source
Form ADV 2093557 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
6125 MEMORIAL DRDUBLIN, OH, 43017, United States
CRD 106814
Filing source
Form ADV 2093557 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.