Valmark Advisers, Inc., a subsidiary of Valmark Financial Group, LLC, celebrates achieving $10 billion in assets under management and advisement through its SEC-registered investment adviser. As one of the country’s top back-office firms supporting multi-disciplinary wealth management practices, Valmark traces its beginnings to 1963 as a life insurance general agency and producer group.
“I joined Valmark in September 2003, when we only had about $150 million in AUM, with only about $5 million of that managed internally,” said Michael McClary, chief investment officer, Valmark Financial Group. “Over the past two decades, our team has done an unbelievable job in growing our firm in partnership with our member firms and institutional customers. Further, we have been able to grow our assets organically without a single acquisition, building one account at a time.”
Valmark estimates its assets under management and advisement rank it near the top 50 RIAs in the cou