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ValMark Advisers, Inc.

Updated today

Total assets under management

$10,166,311,019

Total clients

14,624

11% high-net worth

Total advisors

280

of 280 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

52

Average account size

$695,180

About

Valmark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), plan sponsors, and other institutional users through a network of approximately 280 investment advisory representatives. Services are delivered via proprietary and third‑party programs — notably the ACCESS wrap platform, ACCESS Direct (including third‑party managers and the American Funds F‑2 program), Charles Schwab managed account platforms, and a range of mutual fund, ETF, fixed‑income, and annuity options.

The firm implements diversified, goal‑based model portfolios and emphasizes multi‑asset allocation implemented primarily with mutual funds, ETFs, and approved third‑party managers; ACCESS portfolios are monitored by Valmark and IARs and generally rebalanced at least annually and may be managed on a discretionary basis. Valmark performs due diligence on TPMs, provides back‑office support to its IARs, and offers fee‑based planning, retirement plan consulting, and sub‑advisory services, including ETF-focused portfolio solutions.

Noteworthy features include Valmark’s governance and economic relationships with insurance and ETF products: it serves as adviser to the TOPS® ETF portfolios in the Northern Lights Variable Trust, acts as index sponsor for the TOPS® Global Equity Target Range Index (licensed to WisdomTree), and retains Milliman as sub‑adviser for certain “Managed Risk” portfolios, arrangements that generate licensing and advisory fees and have prompted fee‑offset arrangements for IRAs. The firm also operates an Annuity Service Center that supports unaffiliated RIAs, offers linked fee‑based annuity and variable life options limited to approved investments (including TOPS® portfolios), and provides financial assistance programs to its IARs, creating compensation and operational linkages that differentiate it from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Fee options

Fixed

Flat fees negotiated between $50 and $50,000 or more; disclosed in advisory agreement.

Percentage

Less than $1,000,000 - $1,000,000: 1.95% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001+: 1.50% annually

Commissions

Commissions received by IARs for securities transactions through affiliated broker-dealer Valmark Securities, Inc.

Project-based

Hourly fees vary depending on client needs and complexity; exact rates disclosed in advisory agreement.

Other

Account minimum: $50,000 Fee-only: Advisory fees negotiated between client and IAR, not exceeding tiered percentages above.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

ValMark Advisers, Inc.

130 Springside Drive, Suite 300

Akron OH 44333, United States

Number of offices

157

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