Wealth manager, independent · Dublin, OH
Everhart Advisors
Everhart Financial Group Inc · SEC-registered investment adviser · CRD 107091 · SEC 801-50786
At a glance
Everhart Advisors is an SEC-registered investment adviser based in Dublin, Ohio, with $2.5B in regulatory assets under management as of its Form ADV filed September 24, 2026. It reports 2,268 individual clients, 579 of them high-net-worth, holding an average of about $1.0 million each, and 59 employees. That ranks it 458th among the nation’s 5,657 independent wealth management RIAs and 23rd of 226 in Ohio. It reports 2 custodians for its clients’ separately managed accounts: SEI and Charles Schwab.
Main office 614-717-9705everhartadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.5B
- Rank among independent wealth managers
- #458 of 5,657
- Rank among all SEC RIAs
- #3,205 of 17,210
- Rank in Ohio
- #23 of 226
- Individual clients
- 2,268
- High-net-worth clients
- 579
- Accounts
- 6,105
- Discretionary
- 98% of AUM
- Employees
- 59
- Advisory staff
- 28
- Offices
- 3
Owners and executives on its Form ADV
- Richard S. EverhartOwner and President
- Matthew J. RomeoOwner
- Brian J HannaOwner
- Frank CiotolaOwner
- Steven ReinselOwner, Chief Compliance Officer, Managing Partner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Everhart Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 579 | $1.8B | 74% |
| Individuals | 1,689 | $530M | 22% |
| Pension and profit sharing plans | 625 | $77M | 3% |
| Corporations or other businesses | 18 | $27M | 1% |
| Charitable organizations | 1 | $1M | <1% |
Disciplinary disclosures
Everhart Advisors answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗everhartadvisors.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 5 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Foster & Motley IncCincinnati | $2.9B | 919 |
| Windsor Advisory Group, LLCColumbus | $2.9B | 442 |
| Revisor Wealth Management LLCAkron | $2.5B | 3,070 |
| Summit Financial Strategies IncColumbus | $2.3B | 1,013 |
| Wealthquest CorporationCincinnati | $2.2B | 1,583 |
| PDS Planning IncDublin | $2.2B | 607 |
Background
Questions
How much does Everhart Advisors manage?
Everhart Advisors reports $2.5B in regulatory assets under management across 6,105 accounts, 98% of it on a discretionary basis, on its Form ADV filed September 24, 2026.
How many clients does Everhart Advisors have?
It reports 2,268 individual clients: 579 high-net-worth individuals and 1,689 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Everhart Advisors headquartered?
Its main office is in Dublin, Ohio. It reports 3 offices in total and 59 employees, 28 of whom perform investment advisory functions.
How does Everhart Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Everhart Advisors use?
It reports 2 custodians for its clients’ separately managed accounts: SEI and Charles Schwab. On Schedule D of its Form ADV filed September 24, 2026, it reports these amounts held: SEI ($1.8B); Charles Schwab ($600M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Everhart Advisors a hybrid RIA with a broker-dealer?
Everhart Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Everhart Advisors a fiduciary?
As an SEC-registered investment adviser, Everhart Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Everhart Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →