MEEDER ADVISORY SERVICES, INC.

RIASEC RegisteredEst. 1991

Total AUM

$2.9B

Discretionary

$2.9B

100% of AUM

Avg account

$786K

Accounts

3,640

Employees

Advisory reps

Firm details

Headquarters: DUBLIN, Ohio
CRD number: 106814
Registered since: October 23, 1991
Website: www.meederinvestment.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.19%
Individuals33.02%
Corporations / Businesses2.94%
Charitable Organizations0.93%
Insurance Companies0.86%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meeder Advisory Services, Inc. is a corporate SEC-registered investment adviser that has been operating since 1991. The firm serves a mix of individual and family clients alongside institutional and business accounts, delivering portfolio management for individuals, small businesses and institutional clients. Its fee model combines asset-based fees and fixed-fee arrangements. The firm does not position itself as a capital allocator and does not identify as an active ESG investor or pension consultant. Meeder also reports a range of industry roles beyond investment advising — including affiliations with broker-dealer activity, commodity pool/CTA functions, trust services, and acting as sponsor or general partner of pooled investment vehicles — which suggests involvement both in managed account activity and in vehicles it may sponsor or manage.