VALMARK ADVISERS, INC.

130 Springside Drive
Suite 300
Akron, Ohio 44333
Tel: 800-765-5201

About VALMARK ADVISERS, INC.

VALMARK ADVISERS, INC, formally registered with the SEC as VALMARK ADVISERS, INC. The firm was established in 05/29/1998. They have over 157 offices throughout the country.

VALMARK ADVISERS, INC. is a Akron, Ohio based Financial Planning firm with nearly $7,029,587,820 assets under management, offering retirement planning & investment advisory services to 17262 clients. The firm is staffed with 260 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108050
SEC#	801-55564
Assets Managed by Firm	$7,029,587,820
No. of Clients	17262
No. of Advisors	260

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	17262	$7,029,587,820
Individuals (other than high net worth individuals)	11197	$3,181,561,086
High net worth individuals	990	$2,334,981,241
Pension and profit sharing plans	178	$143,490,541
Charitable organizations	21	$11,630,092

More Retirement Planning firms in Akron, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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