Everhart Advisors

Everhart Advisors (CRD# 107091) is a financial advisory firm headquartered in Dublin, OH. They manage $532,099,379 in 2,622 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
535 Metro Place South, Suite 100, Dublin, OH 43017
https://www.linkedin.com/company/everhart-advisors/
By the Numbers
  • Total Assets Under Management
    532
    MILLION
  • Total Number of Accounts
    2,622
    ACCOUNTS
  • Average Account Value
    $202,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, KY, MI, NC, NH, NY, OH, OR, PA, SC, TX, VA, WA

Financial Advisors at Everhart Advisors
Showing 1 - 10 of 14 top financial advisors.
1
Lisa Block, financial advisor Miamisburg OH
Lisa A. Block
CRD#: 2413976
2 Prestige Place, Suite 130, Miamisburg, OH 45342

Lisa Block (CRD# 2413976) is an Investment Advisor Representative working at Everhart Advisors in Miamisburg, OH and has 1 year of experience in the finance industry.

2
Francesco Ciotola, financial advisor Dublin OH
Francesco Ciotola
CRD#: 4546916
535 Metro Place South, Suite 100, Dublin, OH 43017

Francesco Ciotola (CRD# 4546916) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 16 years of experience in the finance industry.

3
Richard Everhart, financial advisor Dublin OH
Richard S. Everhart
CRD#: 2165784
535 Metro Place South, Suite 100, Dublin, OH 43017

Richard Everhart (CRD# 2165784) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 28 years of experience in the finance industry. Richard Everhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Duane Gillman, financial advisor Miamisburg OH
Duane J. Gillman
CRD#: 5649117
2 Prestige Place, Suite 130, Miamisburg, OH 45342

Duane Gillman (CRD# 5649117) is an Investment Advisor Representative working at Everhart Advisors in Miamisburg, OH and has over 10 years of experience in the finance industry.

5
Brian Hanna, financial advisor Dublin OH
Brian J. Hanna
CRD#: 2952333
535 Metro Place South, Suite 100, Dublin, OH 43017

Brian Hanna (CRD# 2952333) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has 1 year of experience in the finance industry.

6
Jonathan Hlavac, financial advisor Miamisburg OH
Jonathan P. Hlavac
CRD#: 4917715
2 Prestige Place, Suite 130, Miamisburg, OH 45342

Jonathan Hlavac (CRD# 4917715) is an Investment Advisor Representative working at Everhart Advisors in Miamisburg, OH and has over 8 years of experience in the finance industry. Jonathan Hlavac has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Logan Jones, financial advisor Dublin OH
Logan T. Jones
CRD#: 6358004
535 Metro Place South, Suite 100, Dublin, OH 43017

Logan Jones (CRD# 6358004) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has 1 year of experience in the finance industry.

8
Steven Murlin, financial advisor Dublin OH
Steven G. Murlin
CRD#: 1045174
535 Metro Place South, Suite 100, Dublin, OH 43017

Steven Murlin (CRD# 1045174) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 23 years of experience in the finance industry.

9
Philip Parker, financial advisor Dublin OH
Philip W. Parker
CRD#: 6847297
535 Metro Place South, Suite 100, Dublin, OH 43017

Philip Parker (CRD# 6847297) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 3 years of experience in the finance industry.

10
Steven Reinsel, financial advisor Dublin OH
Steven Reinsel
CRD#: 6601006
535 Metro Place South, Suite 100, Dublin, OH 43017

Steven Reinsel (CRD# 6601006) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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