Everhart Advisors
Everhart Advisors (CRD# 107091) is a financial advisory firm headquartered in Dublin, OH. They manage $1,094,568,210 in 3,715 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management1,095MILLION
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Total Number of Accounts3,715ACCOUNTS
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Average Account Value$294,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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

AZ, CA, CO, FL, IL, IN, KY, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
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.
Francesco Ciotola (CRD# 4546916) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 17 years of experience in the finance industry.
Richard Everhart (CRD# 2165784) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 30 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.
Duane Gillman (CRD# 5649117) is an Investment Advisor Representative working at Everhart Advisors in Miamisburg, OH and has over 11 years of experience in the finance industry.
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.
Jonathan Hlavac (CRD# 4917715) is an Investment Advisor Representative working at Everhart Advisors in Miamisburg, OH and has over 9 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.
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.
Steven Murlin (CRD# 1045174) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 24 years of experience in the finance industry.
Philip Parker (CRD# 6847297) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 4 years of experience in the finance industry.
Dennis Pearlman (CRD# 4665022) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 11 years of experience in the finance industry.