Meyer Wilson Law Firm

What Meyer Wilson Law Firm does

Meyer Wilson Law Firm, formally operating as Meyer Wilson Werning, is a national investor-protection law firm founded in 1999 and headquartered at 305 W. Nationwide Blvd, Columbus, Ohio. The firm represents individual and institutional investors in securities arbitration (primarily before FINRA) and federal securities litigation, with a practice focused on recovering losses caused by broker misconduct, financial advisor negligence, unauthorized trading, churning, Ponzi schemes, unsuitable investments, and breach of fiduciary duty. The team is anchored by Managing Principal David P. Meyer (former PIABA President 2020-21 and author of the Amazon #1 Best Seller "The Investor Protector"), Principals Matthew R. Wilson and Courtney M. Werning, and a bench of five additional attorneys and support staff including a full-time investigator, supported by three named paralegals and a Director of Operations.

The firm operates a unified legal-services practice rather than a software or technology product business; its underlying "technology" is its case-execution infrastructure and the accumulated archive of 25 years of investment-fraud casework (over $350 million recovered across more than 1,000 clients). The service portfolio centers on a core Investment Fraud / FINRA Arbitration practice and extends into modular practice areas covering cryptocurrency fraud, robo-advisor and AI-driven investment loss, alternative investments, margin trading, private placements, and SEC whistleblower representation. The website (InvestorClaims.com) carries dedicated pages for all 50 states and dozens of metropolitan areas, functioning as a nationwide SEO-driven intake surface.

The business model is contingency-fee-only: clients pay no upfront fees or expenses, and the firm recovers a percentage of amounts won. There are no disclosed subscription or hourly-fee revenue streams. Revenue, equity ownership, and partner economics are not publicly disclosed. Distribution is entirely direct via six physical offices (Columbus OH, Bloomfield Hills MI, Cleveland OH, Los Angeles CA, New Orleans LA, Atlanta GA), supplemented by an inbound attorney-referral channel and content-marketing-derived leads.

Name

Meyer Wilson Law Firm

Legal name

Meyer Wilson Werning

Website

https://investorclaims.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Meyer Wilson Law Firm, founded in 1999 and headquartered in Columbus, Ohio, is a national investor-protection law firm representing individual and institutional investors nationwide in FINRA arbitration and securities litigation against brokers and financial advisors for fraud, misconduct, and negligence, operating on a contingency-fee basis.

Ownership category

akta.pro rank

Product category

Securities Litigation and Investment Fraud Legal Services

SIC

Services-Legal Services (8111)

akta.pro primary industry

Personal Injury & Insurance Defense (BPAHAAAM)

akta.pro secondary industry

Professional Liability (Errors & Omissions) (FSAJADAB)

Keywords

• Investment fraud representation
• Securities arbitration services
• Broker misconduct recovery
• FINRA arbitration representation
• Investment loss recovery

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Contingency Fee - Investment Fraud Representation: The firm operates exclusively on a contingency fee basis. Clients pay no upfront fees or expenses. The firm collects a percentage of the amounts recovered for clients. If no recovery is made, clients owe nothing. This fee arrangement enables investors who have suffered losses to pursue legal action without financial risk.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Meyer Wilson Werning is a national investor protection law firm that represents individual and institutional investors in securities arbitration and litigation. The firm handles cases involving investment fraud, broker misconduct, financial advisor negligence, Ponzi schemes, unauthorized trading, churning, breach of fiduciary duty, and related securities violations. All matters are handled on a contingency fee basis with no upfront costs, with the firm collecting a percentage of amounts recovered for clients.

Product overview

Meyer Wilson Werning is a national investment fraud law firm that operates as a unified legal services practice rather than a software product company. The firm provides a comprehensive portfolio of securities legal services led by its core Investment Fraud Legal Services practice, supported by specialized service modules including FINRA Arbitration Representation, Securities Litigation, Broker Misconduct Legal Services, Financial Advisor Negligence Legal Services, Ponzi Scheme Legal Services, Investment Loss Recovery, Breach of Fiduciary Duty Legal Services, Churning Legal Services, Unauthorized Trading Legal Services, Cryptocurrency Fraud Legal Services, Alternative Investment Loss Legal Services, Margin Trading Legal Services, Private Placement Legal Services, Robo-Advisor and AI Investment Loss Services, and SEC Whistleblower Legal Services. The firm serves investors nationwide through FINRA arbitration and securities litigation, operating on a contingency fee basis.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Fraud Legal Services The firm's primary legal service representing investors who have suffered financial losses due to investment fraud, broker misconduct, financial advisor negligence, churning, unauthorized trading, Ponzi schemes, and breach of fiduciary duty. Includes a full-time investigator on staff.
• FINRA Arbitration Representation Legal representation for investors in Financial Industry Regulatory Authority (FINRA) arbitration proceedings against brokerage firms and financial advisors, including recovery actions, suitability claims, and unauthorized trading disputes.
• Securities Litigation Federal court litigation services for complex securities disputes when arbitration is not available or preferred, including class actions and individual securities fraud cases.
• Cryptocurrency Fraud Legal Services Legal representation for victims of cryptocurrency investment fraud, including exchange hacking, pig butchering scams, crypto trading bot fraud, and losses on digital asset platforms.
• SEC Whistleblower Legal Services Legal support for individuals reporting securities violations to the SEC, including guidance on whistleblower claims, retaliation protections, and monetary award processes.
• Forge Global & Sestante Capital Investment Fraud Representation Targeted legal representation for investors who suffered losses through fraudulent pre-IPO investment schemes marketed through platforms such as Forge Global and Sestante Capital.

Quantifiable outcome

• Over $350 million recovered for clients since 1999
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators11 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Labaton Sucharow: National securities class-action and shareholder rights firm; significant overlap on broker misconduct and investor representation, but operates at much larger firm scale.
• Kessler Topaz Meltzer & Check: Securities class-action and investor-rights firm pursuing fraud claims on behalf of investors; comparable investor-advocacy mission with a substantially larger operational footprint.
• Saxena White: Established securities-litigation firm specializing in investor protection and shareholder class actions; broader in scale and primarily class-action rather than individual arbitration, but overlapping on broker and corporate fraud.
• The Rosen Law Firm: National investor-rights firm handling securities class actions and individual securities claims; comparable plaintiff-side investor protection practice but at much greater scale.

Direct peers

• Rex Securities Law: Boutique investor-rights firm representing individuals in FINRA arbitration, broker misconduct, and securities fraud claims — closely comparable size and positioning.
• The Law Firm of Jason K.S. Solo/small securities arbitration practice for investors against broker-dealers; comparable niche and target clientele with similar PIABA-aligned advocacy.
• The Law Offices of Robert Rexrode Pierce: Specialized investment-loss recovery firm handling broker negligence and unsuitable-recommendation claims; one of many similar boutique PIABA-member firms competing in the same referral network.
• Bakhtiari & Harrison: Investor-side securities arbitration and investment fraud firm focused on FINRA arbitration, brokerage misconduct and broker negligence — directly overlapping Meyer Wilson's plaintiff-side core practice and contingency-fee model.

Others

• Public Investors Advocate Bar Association (PIABA): Industry body of which David Meyer is a former president; effectively the bar association / referral network ecosystem in which Meyer Wilson competes and from which it derives referrals.
• FINRA Office of Dispute Resolution: The arbitration forum in which the firm's core cases are adjudicated; foundational infrastructure defining the firm's primary service-delivery channel rather than a competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/meyer-wilson-co-lpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Meyer Wilson Law Firm