Wealth manager, wrap-program sponsor · Dublin, OH
Meeder Advisory Services, Inc.
Meeder Advisory Services, Inc · SEC-registered investment adviser · CRD 106814 · SEC 801-40023
At a glance
Meeder Advisory Services, Inc. is an SEC-registered investment adviser based in Dublin, Ohio, with $2.9 billion in regulatory assets under management as of its Form ADV filed April 10, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 3,594 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 553rd of 8,915 wealth managers and 2,911th of 17,210 SEC-registered advisers by assets.
Main office 866-633-3371meederinvestment.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.9B
- Rank among wealth managers
- #553 of 8,915
- Rank among all SEC RIAs
- #2,911 of 17,210
- Rank in Ohio
- #60 of 403
- Individual clients
- 3,594
- High-net-worth clients
- 717
- Accounts
- 3,640
- Discretionary
- 100% of AUM
- Employees
- 73
- Advisory staff
- 54
- Offices
- 1
Owners and executives on its Form ADV
- Robert S. MeederPresident
- Timothy N. McCabeChief Legal Officer
- Adam S. NessChief Operating Officer
- Brandon R. KippChief Compliance Officer
- Matthew C. BowersoxChief Financial Officer
- Robert F. BehanPresident and Head of Distribution for Advisor Consulting
Custody and brokerage
Broker-dealer
Hybrid RIA
Meeder Advisory Services, Inc. is a hybrid RIA: 24 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Meeder Distribution Services, Inc..
- Meeder Distribution Services, Inc. ↗CRD 36773
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Meeder Distribution Services as the broker-dealer its advisers are registered with.
OTHER COMPENSATION Some investment advis er representatives of MAS are also registered representatives of an affiliated brokerage firm, Meeder Distribution Services, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 717 | $1.8B | 62% |
| Individuals | 2,877 | $945M | 33% |
| Corporations or other businesses | 33 | $84M | 3% |
| Charitable organizations | 9 | $27M | <1% |
| Insurance companies | – | $25M | <1% |
| Pension and profit sharing plans | – | $2M | <1% |
Disciplinary disclosures
Meeder Advisory Services, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗meederinvestment.com ↗
AtlasMembers
The full record on Meeder Advisory Services, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,407 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Meeder Advisory Services, Inc. manage?
Meeder Advisory Services, Inc. reports $2.9 billion in regulatory assets under management across 3,640 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 10, 2026.
What kind of firm is Meeder Advisory Services, Inc.?
Meeder Advisory Services, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Meeder Advisory Services, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($1.8 billion, 717 clients); individuals ($945 million, 2,877 clients); corporations or other businesses ($84 million, 33 clients).
Does Meeder Advisory Services, Inc. have any disciplinary history?
Meeder Advisory Services, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Meeder Advisory Services, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →