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MEEDER ADVISORY SERVICES, INC.

DUBLIN, OH · CRD 106814 · IAPD ↗ · meederinvestment.com · 866-633-3371

$2.86BRegulatory AUM
54Advisory reps
73Employees
42Clients
0Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — MEEDER ADVISORY SERVICES, INC. notice-filed in AK, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — MEEDER ADVISORY SERVICES, INC. reported RAUM up 37% ($2.09B -> $2.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — MEEDER ADVISORY SERVICES, INC. grew from 38 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2025 — MEEDER ADVISORY SERVICES, INC. reported RAUM up 45% ($1.44B -> $2.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — MEEDER ADVISORY SERVICES, INC. reported RAUM up 25% ($1.15B -> $1.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2024 — MEEDER ADVISORY SERVICES, INC. grew from 26 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.