Meeder Advisory Services, Inc.

Overview

Meeder Advisory Services, Inc. is an SEC registered investment adviser based in Dublin, OH, registered since 1991. It reports $2.9B in assets under management across 3,640 accounts, with 73 employees. It has 19 investment adviser representatives.

Reported AUM

$2.9B

Discretionary

100%

Accounts

3,640

Average account

$786K

Employees

73

Advisory reps

19

Registered since

1991

Jurisdictions

53

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 6

• Robert Francis Behan President, Head of Distribution for Advisor Consulting CRD 2319359
• Robert Sherman Meeder Jr President CRD 2867295
• Adam Scott Ness Chief Financial Officer, Chief Operating Officer CRD 3083419

3 more executive officers, with direct contact details

Advisory reps 3 of 19

• Robert Francis Behan Registered Rep · Investment Adviser Rep CRD 2319359
• David John Boldger Registered Rep · Investment Adviser Rep CRD 6732986
• Ted Thomas Clark Registered Rep · Investment Adviser Rep CRD 4518541

16 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6125 Memorial Dr
Dublin, OH 43017

County

Franklin

Metro area

Columbus, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: meederinvestment.com

Every state, with registration dates

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