WHITAKER-MYERS WEALTH MANAGERS, LTD.
SEC RegisteredWe help you get the protection you need for your life and business.
About the firm
Whitaker Myers is an insurance and wealth management agency established in 1869 that takes a comprehensive approach to risk management. The firm offers consolidated insurance, benefits, wealth management, and tax solutions, and operates its own in-house claims department. They serve both individuals and businesses, acting as a trusted advisor rather than simply selling insurance policies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Commercial insurance, home and auto insurance, employee benefits, individual health and life insurance, Medicare, and wealth management, with an in-house claims department and comprehensive risk management planning.
Who they serve
Individuals and businesses, including commercial clients with complex needs, homeowners, personal auto clients, and those with retirement or health-related needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,255 | $500M |
| High Net Worth Individuals | 167 | $289M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 24 | $54M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,000 - $3,000,000 | 0.75% |
| $3,000,000 - $5,000,000 | 0.60% |
| Over $5,000,000 | 0.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WHITAKER-MYERS WEALTH MANAGERS, LTD. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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