Everhart Advisors

Everhart Advisors (CRD# 107091) is a financial advisory firm headquartered in Dublin, OH. They manage $1,084,743,953 in 4,100 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,085
    MILLION
  • Total Number of Accounts
    4,100
    ACCOUNTS
  • Average Account Value
    $264,572
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Everhart Advisors
Showing 1 - 10 of 21 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 19 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 31 years of experience in the finance industry.

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 13 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 11 years of experience in the finance industry.

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 26 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 6 years of experience in the finance industry.

10
Dennis M. Pearlman
CRD#: 4665022
12140 Carissa Commerce Court, Suite 104, Fort Myers, FL 33966

Dennis Pearlman (CRD# 4665022) is an Investment Advisor Representative working at Everhart Advisors in Fort Myers, FL and has over 13 years of experience in the finance industry.

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