MEEDER ADVISORY SERVICES, INC.

Legal name: MEEDER ADVISORY SERVICES, INC

CRD 106814File 801-40023

APPROVED

Retail clients

Filing as of Apr 10, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.86B

Top 25% of cohort (national)

Discretionary AUM

$2.86B

Clients

3,636

3,640 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Oct 23, 1991
Principal office: 6125 MEMORIAL DR, DUBLIN, OH, 43017
Phone: 866-633-3371
Website: Http://meederinvestment.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.86B
Discretionary AUM: $2.86B
Non-discretionary AUM: $0
Discretionary accounts: 3,640
Non-discretionary accounts: 0
Total accounts: 3,640
AUM per client: $787K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	33	$84.0M
Insurance companies	Fewer than 5	$24.6M
Charitable organizations	9	$26.5M
High net worth individuals	717	$1.78B
Pension and profit sharing plans	Fewer than 5	$1.9M
Individuals (other than high net worth individuals)	2,877	$945.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	54	73	increased by19
Apr 1, 2026	Clients	3,800	3,636	decreased by164
Apr 1, 2026	AUM	$2,088,369,039	$2,862,783,759	increased by$774,414,720
Apr 1, 2026	Accounts	3,800	3,640	decreased by160
May 1, 2025 vs Oct 1, 2022	Employees	81	54	decreased by27
May 1, 2025 vs Oct 1, 2022	Clients	4,205	3,800	decreased by405
May 1, 2025 vs Oct 1, 2022	AUM	$1,161,295,923	$2,088,369,039	increased by$927,073,116
May 1, 2025 vs Oct 1, 2022	Accounts	4,205	3,800	decreased by405
Apr 1, 2022	Employees	92	81	decreased by11
Apr 1, 2022	Clients	4,126	4,205	increased by79
Apr 1, 2022	AUM	$662,201,812	$1,161,295,923	increased by$499,094,111
Apr 1, 2022	Accounts	4,126	4,205	increased by79
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MEEDER ADVISORY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEEDER ADVISORY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.