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).

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 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
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 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 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 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 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 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 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 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
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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