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| Meeder Advisory Services Inc
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| CRD # | 106814 |
| SEC # | 801-40023 |
| CIK # | 0001792167 |
| AUM | 2,862.8 M (2026-04-10) |
| Employees | 73 (74% Investors, 33% Brokers) |
| Phone | 866-633-3371 |
| Address | 6125 Memorial Dr Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,877 | 0.9 |
| (b) Individuals (high net worth individuals) | 717 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,640 | 2.9 |
| By Discretionary | ||
| Discretionary | 3,640 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,640 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 3,640 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001792167] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 42 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Meeder Public Funds Inc
✚
|
OH | 70.16 B |
|
Meeder Asset Management Inc
✚
|
OH | 3,325.8 M |
|
Meeder Advisory Services Inc
✚
|
OH | 2,862.8 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hardy Reed LLC
✚
|
MS | 2,890.7 M |
|
LM Advisors LLC
✚
|
CA | 2,877.2 M |
|
Rockwood Wealth Management LLC
✚
|
PA | 2,869.9 M |
|
Leeward Investments LLC
✚
|
MA | 2,869.9 M |
|
Capstone Financial Advisors Inc
✚
|
IL | 2,868.1 M |
|
Kellogg Asset Management LLC
✚
|
WI | 2,858.6 M |
|
Durbin Bennett Private Wealth Management LLC
✚
|
TX | 2,843.3 M |
|
Strategic Capital Allocation Group LLC
✚
|
MA | 2,838.9 M |
|
West Financial Services Inc
✚
|
VA | 2,836.2 M |
|
Brick Capital Management Inc
✚
|
MI | 2,836.0 M |