A complete list of active advisors currently associated with Meeder Advisory Services, Inc.

Warmer can help you find a great advisor at Meeder Advisory Services, Inc. or one who fits your needs even better.

Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and their participants, and individual investors through separately managed accounts and model/strategist programs. The firm provides portfolio management across equity, fixed income and cash management solutions, offers retirement plan fiduciary and participant-level services, and generally charges advisory fees calculated as a percentage of assets under management. Meeder’s investment process is driven by quantitative models and an asset-allocation framework that it implements through SMAs, model portfolios and Meeder-branded investment portfolios. The firm commonly constructs portfolios using affiliated Meeder mutual funds, produces periodic model performance reports for intermediaries (Meeder Edge) and, in many SMA and plan engagements, acts with discretionary trading authority under selected strategies. Compared with many multi-team advisers, Meeder is notable for sponsoring and preferring its own mutual funds within its managed portfolios and for providing strategist and model services to other advisers and platforms rather than relying solely on direct retail relationships. The brochure also indicates Meeder works primarily through intermediaries and institutional plan relationships rather than focusing on high‑net‑worth retail clients, and it does not describe standalone financial planning as a core service.

To learn more about the advisors currently working at Meeder Advisory Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.