firm profile
Valmark Advisers, Inc.
Overview
Valmark Advisers, Inc. is an SEC registered investment adviser based in Akron, OH, registered since 1998. It reports $10.2B in assets under management across 20,881 accounts, with 280 employees. It has 281 investment adviser representatives.
- Reported AUM
- $10.2B
- Discretionary
- 98%
- Accounts
- 20,881
- Average account
- $487K
- Employees
- 280
- Advisory reps
- 281
- Registered since
- 1998
- Jurisdictions
- 52
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Lawrence Joseph Rybka President, Director CRD 1661511
- Caleb Jonathan Callahan Executive Vice President, Chief Operating Officer CRD 5011454
- Douglas Frederick Wilburn Chief Compliance Officer, Chief Legal Officer CRD 1407686
2 more executive officers, with direct contact details
Advisory reps 3 of 281
- Alexander Karl Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7124271
- Ronak Adani Registered Rep · Investment Adviser Rep CRD 6854778
- Michael Amoia Registered Rep · Investment Adviser Rep CRD 2359816
278 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 130 Springside Dr Ste 300
Akron, OH 44333 - County
- Summit
- Metro area
- Akron, OH
- Region
- Midwest
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: valmarkfg.com
Every state, with registration dates
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