{
  "crd_number": 106814,
  "slug": "meeder-advisory-services-inc-dublin-oh-106814",
  "primary_business_name": "MEEDER ADVISORY SERVICES, INC.",
  "legal_name": "MEEDER ADVISORY SERVICES, INC",
  "dbas": [
    "MEEDER INVESTMENT MANAGEMENT, INC."
  ],
  "city": "Dublin",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-10-23",
  "years_registered": 34,
  "period": "2026-10-01",
  "filing_date": "2026-04-10",
  "carried_forward": false,
  "raum_total": 2862783759.0,
  "raum_discretionary": 2862783759.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 73,
  "advisory_employees": 54,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 26518438.0,
      "count": 9
    },
    "individuals": {
      "raum": 945258620.0,
      "count": 2877
    },
    "insurance_companies": {
      "raum": 24638071.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 1948793.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1780386377.0,
      "count": 717
    },
    "corporations_other_businesses": {
      "raum": 84033460.0,
      "count": 33
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/meederinvestment",
    "https://instagram.com/meederinvestment",
    "https://linkedin.com/company/meeder-investment-management",
    "https://linkedin.com/showcase/advisor-consulting-investment-management-solutions-for-financial-advisors",
    "https://linkedin.com/showcase/meeder-primerica",
    "https://meederinvestment.com",
    "https://x.com/MeederIM",
    "https://youtube.com/@meederinvestmentmanagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106814",
  "city_as_filed": "DUBLIN",
  "url": "https://advisorcensus.com/firm/meeder-advisory-services-inc-dublin-oh-106814",
  "display_name": "Meeder Advisory Services, Inc.",
  "summary": "Meeder Advisory Services, Inc. is an SEC-registered investment advisory firm in Dublin, OH, registered since 1991, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 10, 2026.",
  "citation": "AdvisorCensus. Meeder Advisory Services, Inc. (CRD 106814): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Meeder Advisory Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Meeder Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Meeder Advisory Services, Inc. located?",
      "a": "Meeder Advisory Services, Inc.'s principal office is in Dublin, OH, according to its Form ADV."
    },
    {
      "q": "Is Meeder Advisory Services, Inc. registered with the SEC or a state?",
      "a": "Meeder Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106814."
    },
    {
      "q": "How much does Meeder Advisory Services, Inc. manage?",
      "a": "Meeder Advisory Services, Inc. reports $2,862,783,759 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Meeder Advisory Services, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Meeder Advisory Services, Inc.: Regulatory assets under management: $662,201,812 in the October 2021 data and $2,862,783,759 in the October 2026 data, up 332%. Total employees: 92 in October 2021 and 73 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Meeder Advisory Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,877); high net worth individuals (717); corporations or other businesses not listed above (33)."
    },
    {
      "q": "Which custodians does Meeder Advisory Services, Inc. use?",
      "a": "Meeder Advisory Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Clearing and Custody Solutions, Pershing and Schwab as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Meeder Advisory Services, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106814"
    },
    {
      "q": "What changed in Meeder Advisory Services, Inc.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 662201812.0,
      "total_employees": 92,
      "filing_date": "2021-05-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1161295923.0,
      "total_employees": 81,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1150940052.0,
      "total_employees": 49,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1442357951.0,
      "total_employees": 52,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2088369039.0,
      "total_employees": 54,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2862783759.0,
      "total_employees": 73,
      "filing_date": "2026-04-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 38 to 54.",
        "Regulatory assets under management went from $2,088,369,039 to $2,862,783,759 (+37%).",
        "Registered or notice-filed in AK, ME."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Clearing and Custody Solutions",
      "name_as_filed": "FIDELITY CLEARING AND CUSTODY SOLUTIONS",
      "affiliated": false
    },
    {
      "name": "Pershing",
      "name_as_filed": "PERSHING",
      "affiliated": false
    },
    {
      "name": "Schwab",
      "name_as_filed": "SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/meeder-advisory-services-inc-dublin-oh-106814.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2877,
      "fewer_than_5": false,
      "raum": 945258620.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 717,
      "fewer_than_5": false,
      "raum": 1780386377.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1948793.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 26518438.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 24638071.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 33,
      "fewer_than_5": false,
      "raum": 84033460.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106814",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}