Wealth manager, bank-affiliated · Columbus, OH
Nationwide Investment Advisors, LLC
SEC-registered investment adviser · CRD 142373 · SEC 801-52664
At a glance
Nationwide Investment Advisors, LLC is an SEC-registered investment adviser based in Columbus, Ohio, with $16.7 billion in regulatory assets under management as of its Form ADV filed May 13, 2026. Its largest client group by assets is individuals, and it reports 251,200 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 107th of 8,915 wealth managers and 977th of 17,210 SEC-registered advisers by assets.
Main office 614-435-8371As filed on Form ADV
- Regulatory AUM
- $17B
- Rank among wealth managers
- #107 of 8,915
- Rank among all SEC RIAs
- #977 of 17,210
- Rank in Ohio
- #19 of 403
- Individual clients
- 251,200
- High-net-worth clients
- 0
- Accounts
- 251,223
- Discretionary
- 100% of AUM
- Employees
- 401
- Advisory staff
- 316
- Offices
- 9
Owners and executives on its Form ADV
- Harold C. SchaferPresident and Board Manager
- Carah H. BrodyBoard Manager
- Christopher O IgodanVice President and Treasurer
- Christopher S. StantonChief Compliance Officer
- Kevin Thomas JesticeBoard Manager
Custody and brokerage
2 custodians
- Nationwide Trust Company, FSBAffiliate of the firm$11B72%
- Nationwide Life InsuranceAffiliate of the firm$4.3B28%
Other RIAs using Nationwide Trust Company, FSBOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
Nationwide Investment Advisors, LLC is a hybrid RIA: 401 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Nationwide Fund Distributors LLC, Nationwide Investment Services Corporation and Nationwide Securities, LLC.
- Nationwide Fund Distributors LLC ↗CRD 25910
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Nationwide Investment Services Corporation ↗CRD 7110
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Nationwide Securities, LLC ↗CRD 11173
Its Form ADV brochure (filed May 2026) names Nationwide Securities as the broker-dealer its advisers are registered with.
The other voting member(s) of NIA's Investment Committee are also registered with NISC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 251,200 | $17B | 100% |
| Pension and profit sharing plans | 23 | $29M | <1% |
Disciplinary disclosures
Nationwide Investment Advisors, LLC answers yes to 4 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
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Nationwide Investment Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 251 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Nationwide Investment Advisors, LLC manage?
Nationwide Investment Advisors, LLC reports $16.7 billion in regulatory assets under management across 251,223 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 13, 2026.
What kind of firm is Nationwide Investment Advisors, LLC?
Nationwide Investment Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons.
Who are Nationwide Investment Advisors, LLC’s clients?
By assets, its largest client types are individuals ($16.7 billion, 251,200 clients); pension and profit sharing plans ($29 million, 23 clients).
Does Nationwide Investment Advisors, LLC have any disciplinary history?
Nationwide Investment Advisors, LLC answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Nationwide Investment Advisors, LLC’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 (2026-05-13), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →