Everhart Advisors

Overview

Everhart Advisors is an SEC registered investment adviser based in Dublin, OH, registered since 1995. It reports $2.5B in assets under management across 6,105 accounts, with 59 employees. It has 36 investment adviser representatives.

Reported AUM

$2.5B

Discretionary

98%

Accounts

6,105

Average account

$404K

Employees

59

Advisory reps

36

Registered since

1995

Jurisdictions

31

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Richard Scott Everhart Owner, President CRD 2165784
• Brian J Hanna Owner CRD 2952333
• Frank Ciotola Owner CRD 4546916

2 more executive officers, with direct contact details

Advisory reps 3 of 36

• Clay J Acer Investment Adviser Rep CRD 6112873
• Christopher Ryan Becker Investment Adviser Rep CRD 7833657
• Lisa A Block Insurance Agent · Investment Adviser Rep CRD 2413976

33 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5200 Rings Rd
Dublin, OH 43017

County

Franklin

Metro area

Columbus, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 31 jurisdictions
• Website: casepearlman.com

Every state, with registration dates

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