$2.9B Total AUM
$2.9B Disc. AUM
35.5% 3Y CAGR
73 Employees
3,678 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1991
- Office Locations
- 1
Office Locations
6125 Memorial DR Dublin OH
About Meeder Advisory Services, Inc.
Meeder Advisory Services, Inc. is a Dublin-based RIA. The firm has been operating for 34 years. Managing $2.9B in total assets under management, with 54 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
44 AVG AGE
$53.0M AVG AUM / ADVISOR
$778.4K AVG AUM / CLIENT
4.6 yrs AVG TENURE
73 Employees
54 Advisory Reps
16 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT FRANCIS BEHAN
President
- CRD
- #2319359
- Ownership
- Less than 5%
Available
Available
Available
MATTHEW CHRISTIAN BOWERSOX
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 6 owners & executives
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TED THOMAS CLARK
Vice President, Investment Consulting
- CRD
- #4518541
Available
Available
Available
Ross Emrick
Financial Advisor, General Partner
- CRD
- #6181910
Available
Available
Available
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,862,783,759 | $786,479 |
| Non-Discretionary | $0 | -- |
| Total | $2,862,783,759 | $786,479 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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