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VALMARK ADVISERS, INC.

AKRON, OH · CRD 108050 · IAPD ↗ · 800-765-5201

$10.17BRegulatory AUM
280Advisory reps
280Employees
380Clients
More than 500Planning clients
0Private funds
52States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
March 2026 — VALMARK ADVISERS, INC. grew from 275 to 280 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — VALMARK ADVISERS, INC. grew from 260 to 275 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.