Everhart Advisors

Everhart Advisors (CRD# 107091) is a financial advisory firm headquartered in Dublin, OH. They manage $200,000,000 in 800 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • 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.

FL, IN, MI, NH, OH, PA, SC, TX, VA

Financial Advisors at Everhart Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Francesco Ciotola
CRD#: 4546916
5890 Venture Drive, Suite D, Dublin, OH 43017
93
Wealthminder
score

Francesco Ciotola (CRD# 4546916) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 12 years of experience in the finance industry.

2
Frederick D. Resch
CRD#: 4515115
5890 Venture Dr, Dublin, OH 43017
87
Wealthminder
score

Frederick Resch (CRD# 4515115) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has 1 year of experience in the finance industry.

3
James R. St.pierre
CRD#: 6370748
3931 South Dixie Drive, Dayton, OH 45439
87
Wealthminder
score

James St.pierre (CRD# 6370748) is an Investment Advisor Representative working at Everhart Advisors in Dayton, OH and has 1 year of experience in the finance industry.

4
Steven G. Murlin
CRD#: 1045174
5890 Venture Drive, Suite D, Dublin, OH 43017
83
Wealthminder
score

Steven Murlin (CRD# 1045174) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 19 years of experience in the finance industry.

5
Richard S. Everhart
CRD#: 2165784
5890 Venture Drive , Suite D, Dublin, OH 43017
76
Wealthminder
score

Richard Everhart (CRD# 2165784) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 24 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.

6
Matthew J. Romeo
CRD#: 4201945
5890 Venture Drive, Suite D, Dublin, OH 43017
76
Wealthminder
score

Matthew Romeo (CRD# 4201945) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 12 years of experience in the finance industry. Matthew Romeo 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
Duane J. Gillman
CRD#: 5649117
3931 South Dixie Drive, Dayton, OH 45439
68
Wealthminder
score

Duane Gillman (CRD# 5649117) is an Investment Advisor Representative working at Everhart Advisors in Dayton, OH and has over 6 years of experience in the finance industry.

8
Jonathan P. Hlavac
CRD#: 4917715
3931 South Dixie Drive, Dayton, OH 45439
58
Wealthminder
score

Jonathan Hlavac (CRD# 4917715) is an Investment Advisor Representative working at Everhart Advisors in Dayton, OH and has over 4 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.