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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-20-2024
- Office Locations
- 2
Office Locations
About Maynerich Financial
Maynerich Financial is a Virden-based RIA with 2 offices. The firm has been operating for 1 years. Managing $122.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between November 26, 2025 and March 31, 2026, reported AUM increased 16.8%, from $104.9M to $122.5M.
Across 3 reported observations, AUM increased 12.0% between November 25, 2024 and March 31, 2026, from $109.4M to $122.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 478 clients, or 239 clients per representative. That equates to $256.3K in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
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Owner & Executives
ANDREW THOMAS MAYNERICH
INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #5912401
- Ownership
- 75% or more
JANET LYNN MESSER
Chief Compliance Officer
- CRD
- #5059140
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ethan Nathaniel Thomas
Financial Advisor
- CRD
- #7448848
Showing 1 of 3 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,522,409 | $117,246 |
| Non-Discretionary | $0 | -- |
| Total | $122,522,409 | $117,246 |
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Separately Managed Accounts
SMA allocation detail is available
Maynerich Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.