Everhart Advisors

Everhart Advisors (CRD# 107091) is a financial advisory firm headquartered in Dublin, OH. They manage $275,000,000 in 2,020 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    275
    MILLION
  • Total Number of Accounts
    2,020
    ACCOUNTS
  • Average Account Value
    $136,139
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 - 10 of 14 top financial advisors.
1
Francesco Ciotola
CRD#: 4546916
535 Metro Place South, Suite 100, 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 13 years of experience in the finance industry.

2
Richard D. Swanner
CRD#: 2756404
535 Metro Place South, Suite 100, Dublin, OH 43017
93
Wealthminder
score

Richard Swanner (CRD# 2756404) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 21 years of experience in the finance industry.

3
Ian M. Schmidt
CRD#: 5121518
535 Metro Place South, Suite 100, Dublin, OH 43017
90
Wealthminder
score

Ian Schmidt (CRD# 5121518) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has 1 year of experience in the finance industry. Ian Schmidt 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
Brian J. Hanna
CRD#: 2952333
535 Metro Place South, Suite 100, Dublin, OH 43017
87
Wealthminder
score

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.

5
Kyle J. Hickey
CRD#: 6229797
535 Metro Place South, Suite 100, Dublin, OH 43017
87
Wealthminder
score

Kyle Hickey (CRD# 6229797) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has 1 year of experience in the finance industry.

6
Logan T. Jones
CRD#: 6358004
535 Metro Place South, Suite 100, Dublin, OH 43017
87
Wealthminder
score

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.

7
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.

8
James R. St.pierre
CRD#: 6370748
2 Prestige Place, Suite 130, Miamisburg, OH 45342
87
Wealthminder
score

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

9
Steven G. Murlin
CRD#: 1045174
535 Metro Place South, Suite 100, 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 20 years of experience in the finance industry.

10
Richard S. Everhart
CRD#: 2165784
535 Metro Place South, Suite 100, 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 26 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.

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