VALMARK ADVISERS INC
Legal name: VALMARK ADVISERS, INC.
CRD #108050 SEC #801-55564 AKRON, OH 800-765-5201
SEC Registered Disclosures
Total AUM
$8.4B
Discretionary
$8.2B
Employees
275
Clients
--
Accounts
19,096
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $8.4B | $8.2B | $146.4M | 275 | 365 |
| Mar 2025 | $8.4B | $8.2B | $146.4M | 275 | 365 |
| Mar 2025 | $8.4B | $8.2B | $146.4M | 275 | 365 |
| May 2024 | $7B | $6.9B | $123.9M | 260 | 323 |
| Feb 2024 | $7B | $6.9B | $123.9M | 260 | 323 |
| Feb 2023 | $5.8B | $5.7B | $53.6M | 260 | 338 |
| Jan 2023 | $7.5B | $7.5B | $17.5M | 250 | 331 |
| Oct 2022 | $7.5B | $7.5B | $17.5M | 250 | 331 |
| Sep 2022 | $7.5B | $7.5B | $17.5M | 250 | 331 |
| May 2022 | $7.5B | $7.5B | $17.5M | 250 | 331 |
| Feb 2022 | $7.5B | $7.5B | $17.5M | 250 | 331 |
| Oct 2021 | $6.3B | $6.3B | $0 | 227 | 287 |
| Jun 2021 | $6.3B | $6.3B | $0 | 227 | 287 |
| May 2021 | $6.3B | $6.3B | $0 | 227 | 287 |
| Mar 2021 | $6.3B | $6.3B | $0 | 227 | 287 |
| Oct 2020 | $5.8B | $5.8B | $0 | 224 | 327 |
| Jun 2020 | $5.8B | $5.8B | $0 | 224 | 327 |
| May 2020 | $5.8B | $5.8B | $0 | 224 | 327 |
| Apr 2020 | $5.8B | $5.8B | $0 | 224 | 327 |
| Mar 2020 | $5.8B | $5.8B | $0 | 224 | 327 |
| Mar 2019 | $5.1B | $5.1B | $0 | 230 | 26 |
| Sep 2018 | $5.8B | $5.8B | $0 | 216 | 9,629 |
| Jun 2018 | $5.8B | $5.8B | $0 | 216 | 9,629 |
| Apr 2018 | $5.8B | $5.8B | $0 | 216 | 9,629 |
| Mar 2018 | $5.8B | $5.8B | $0 | 216 | 9,629 |
| Jul 2017 | $5.2B | $5.2B | $0 | 260 | 8,700 |
| Mar 2017 | $5.2B | $5.2B | $0 | 260 | 8,700 |
| Sep 2016 | $4.9B | $4.4B | $489.4M | 218 | 8,700 |
| Jun 2016 | $4.9B | $4.4B | $489.4M | 218 | 8,700 |
| Jun 2016 | $4.9B | $4.4B | $489.4M | 218 | 8,700 |
| Mar 2016 | $4.9B | $4.4B | $489.4M | 218 | 8,700 |
| Sep 2015 | $5.6B | $5.1B | $542.9M | 217 | 7,000 |
| Aug 2015 | $5.6B | $5.1B | $542.9M | 217 | 7,000 |
| Jul 2015 | $5.6B | $5.1B | $542.9M | 217 | 7,000 |
| Apr 2015 | $5.6B | $5.1B | $542.9M | 217 | 7,000 |
| Mar 2015 | $5.6B | $5.1B | $542.9M | 217 | 7,000 |
| Feb 2015 | $4.8B | $4.4B | $438M | 199 | 6,900 |
| Jan 2015 | $4.8B | $4.4B | $438M | 199 | 6,900 |
| Sep 2014 | $4.8B | $4.4B | $438M | 199 | 6,900 |
| Jul 2014 | $4.8B | $4.4B | $438M | 199 | 6,900 |
| Jun 2014 | $4.8B | $4.4B | $438M | 199 | 6,900 |
| May 2014 | $4.8B | $4.4B | $438M | 199 | 6,900 |
| Mar 2014 | $4.8B | $4.4B | $438M | 199 | 6,900 |
| Jan 2014 | $3.2B | $2.8B | $432.8M | 183 | 6,900 |
| Dec 2013 | $3.2B | $2.8B | $432.8M | 183 | 6,900 |
| Nov 2013 | $3.2B | $2.8B | $432.8M | 183 | 6,900 |
| Sep 2013 | $3.2B | $2.8B | $432.8M | 183 | 6,900 |
| Aug 2013 | $3.2B | $2.8B | $432.8M | 183 | 6,900 |
| Mar 2013 | $3.2B | $2.8B | $432.8M | 183 | 6,900 |
| Jul 2012 | $1.6B | $1.3B | $344M | 51 | 5,000 |
| Apr 2012 | $1.6B | $1.3B | $344M | 51 | 5,000 |
| Mar 2012 | $1.6B | $1.3B | $344M | 51 | 5,000 |
| Dec 2011 | $1.5B | $1.2B | $313.2M | 51 | 5,000 |
| Mar 2011 | $1.5B | $1.2B | $313.2M | 51 | -- |
| Jul 2010 | $1B | $737.4M | $264.6M | 51 | -- |
| Apr 2010 | $1B | $737.4M | $264.6M | 51 | -- |
| Mar 2010 | $1B | $737.4M | $264.6M | 51 | -- |
| Mar 2008 | $852.2M | $533.3M | $318.9M | 51 | -- |
| Mar 2007 | $621.7M | $286.8M | $334.9M | 51 | -- |
| Mar 2006 | $280.2M | $135.5M | $144.7M | 51 | -- |
| Jan 2005 | $162.9M | $0 | $162.9M | 51 | -- |
| Apr 2004 | $162.9M | $0 | $162.9M | 51 | -- |
| Jan 2004 | $135M | $0 | $135M | 5 | -- |
| Apr 2002 | $85M | $0 | $85M | 5 | -- |
| Mar 2002 | $85M | $0 | $85M | 5 | -- |
| Mar 2002 | $85M | $0 | $85M | 5 | -- |
| Sep 2001 | $85M | $0 | $85M | 5 | -- |
| Jun 2001 | $85M | $0 | $85M | 5 | -- |
DateJun 2025
Total AUM$8.4B
Discretionary$8.2B
Non-Disc.$146.4M
Employees275
Clients365
DateMar 2025
Total AUM$8.4B
Discretionary$8.2B
Non-Disc.$146.4M
Employees275
Clients365
DateMar 2025
Total AUM$8.4B
Discretionary$8.2B
Non-Disc.$146.4M
Employees275
Clients365
DateMay 2024
Total AUM$7B
Discretionary$6.9B
Non-Disc.$123.9M
Employees260
Clients323
DateFeb 2024
Total AUM$7B
Discretionary$6.9B
Non-Disc.$123.9M
Employees260
Clients323
DateFeb 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$53.6M
Employees260
Clients338
DateJan 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$17.5M
Employees250
Clients331
DateOct 2022
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$17.5M
Employees250
Clients331
DateSep 2022
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$17.5M
Employees250
Clients331
DateMay 2022
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$17.5M
Employees250
Clients331
DateFeb 2022
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$17.5M
Employees250
Clients331
DateOct 2021
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees227
Clients287
DateJun 2021
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees227
Clients287
DateMay 2021
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees227
Clients287
DateMar 2021
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees227
Clients287
DateOct 2020
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees224
Clients327
DateJun 2020
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees224
Clients327
DateMay 2020
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees224
Clients327
DateApr 2020
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees224
Clients327
DateMar 2020
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees224
Clients327
DateMar 2019
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees230
Clients26
DateSep 2018
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees216
Clients9,629
DateJun 2018
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees216
Clients9,629
DateApr 2018
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees216
Clients9,629
DateMar 2018
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees216
Clients9,629
DateJul 2017
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees260
Clients8,700
DateMar 2017
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees260
Clients8,700
DateSep 2016
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$489.4M
Employees218
Clients8,700
DateJun 2016
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$489.4M
Employees218
Clients8,700
DateJun 2016
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$489.4M
Employees218
Clients8,700
DateMar 2016
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$489.4M
Employees218
Clients8,700
DateSep 2015
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$542.9M
Employees217
Clients7,000
DateAug 2015
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$542.9M
Employees217
Clients7,000
DateJul 2015
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$542.9M
Employees217
Clients7,000
DateApr 2015
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$542.9M
Employees217
Clients7,000
DateMar 2015
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$542.9M
Employees217
Clients7,000
DateFeb 2015
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$438M
Employees199
Clients6,900
DateJan 2015
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$438M
Employees199
Clients6,900
DateSep 2014
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$438M
Employees199
Clients6,900
DateJul 2014
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$438M
Employees199
Clients6,900
DateJun 2014
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$438M
Employees199
Clients6,900
DateMay 2014
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$438M
Employees199
Clients6,900
DateMar 2014
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$438M
Employees199
Clients6,900
DateJan 2014
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$432.8M
Employees183
Clients6,900
DateDec 2013
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$432.8M
Employees183
Clients6,900
DateNov 2013
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$432.8M
Employees183
Clients6,900
DateSep 2013
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$432.8M
Employees183
Clients6,900
DateAug 2013
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$432.8M
Employees183
Clients6,900
DateMar 2013
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$432.8M
Employees183
Clients6,900
DateJul 2012
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$344M
Employees51
Clients5,000
DateApr 2012
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$344M
Employees51
Clients5,000
DateMar 2012
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$344M
Employees51
Clients5,000
DateDec 2011
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$313.2M
Employees51
Clients5,000
DateMar 2011
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$313.2M
Employees51
Clients--
DateJul 2010
Total AUM$1B
Discretionary$737.4M
Non-Disc.$264.6M
Employees51
Clients--
DateApr 2010
Total AUM$1B
Discretionary$737.4M
Non-Disc.$264.6M
Employees51
Clients--
DateMar 2010
Total AUM$1B
Discretionary$737.4M
Non-Disc.$264.6M
Employees51
Clients--
DateMar 2008
Total AUM$852.2M
Discretionary$533.3M
Non-Disc.$318.9M
Employees51
Clients--
DateMar 2007
Total AUM$621.7M
Discretionary$286.8M
Non-Disc.$334.9M
Employees51
Clients--
DateMar 2006
Total AUM$280.2M
Discretionary$135.5M
Non-Disc.$144.7M
Employees51
Clients--
DateJan 2005
Total AUM$162.9M
Discretionary$0
Non-Disc.$162.9M
Employees51
Clients--
DateApr 2004
Total AUM$162.9M
Discretionary$0
Non-Disc.$162.9M
Employees51
Clients--
DateJan 2004
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees5
Clients--
DateApr 2002
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateMar 2002
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateMar 2002
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateSep 2001
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateJun 2001
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--