Everhart Advisors
Everhart Advisors is an independently owned, CEFEX-certified, SEC-registered investment advisory firm founded in 1995 that delivers ERISA 401(k) plan consulting for corporate sponsors and wealth management for individuals, families, and business owners across Ohio and Florida, overseeing $84B+ AUA and $82B+ AUM.
- Company typePrivate
- Founded1995
- HeadquartersDublin, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Everhart Advisors does
Everhart Advisors is an independently owned, SEC-registered investment advisory firm founded in 1995 by Scott Everhart and headquartered in Dublin, Ohio, with additional offices in Miamisburg (Dayton), Ohio and Fort Myers, Florida. The firm operates two integrated service lines: 401(k) Plan Consulting for corporate plan sponsors and Wealth Management for individuals, families, and business owners. The retirement plan practice delivers ERISA fiduciary services under 3(21) and 3(38) appointments, including governance documentation, investment selection and monitoring, fee benchmarking, plan design optimization, and participant education; the wealth management practice offers financial planning, investment management, retirement planning, tax planning, legacy and multigenerational consulting, and business ownership advisory. The firm reports $84.86B+ in assets under advisement (as of 4/1/26), $82.85B+ in assets under management (as of 3/31/26), and serves more than 500 retirement plans and approximately 82,830 individual and family clients.
The firm's competitive positioning rests on CEFEX certification (Centre for Fiduciary Excellence) with annual third-party audit, a credentialed team carrying CFP®, AIF®, CPFA®, CIMA®, CPWA®, and CEPA® designations, and a set of proprietary process tools: the Scorecard System™ for fund screening and monitoring, PLANavigator™ for plan design, the TAPER® Methodology for financial planning, the Fiduciary Fitness Program for governance and compliance, and the Fiduciary Briefcase online document portal powered by RPAG. The go-to-market is relationship-led direct sales targeting corporate plan sponsors and high-net-worth individuals, with distribution support from content marketing (blog, email newsletters), industry awards, and a strategic partnership with the Club Management Association of America that opens a dedicated club-industry vertical.
Revenue is generated through subscription and recurring advisory fees under multi-year engagement contracts, with pricing disclosed as engagement-specific rather than published. Custodial and investment-accounting infrastructure is delivered through integrations with Charles Schwab and SEI, accessible to clients via an online portal. The firm is privately held, founder-led, and has no disclosed institutional funding rounds, parent company, or M&A history; recognition includes consecutive appearances on the PLANADVISER Top Retirement Plan Advisers list (2024–2026), Forbes Best-in-State Wealth Advisors (2025, 2026), NAPA Top DC Advisor Multi-Office Firms (2024, 2025), PLANSPONSOR Mega Team of the Year (2018), and eight consecutive years on the Columbus Business First Fast 50 (2018–2025).
Everhart Advisors firmographics
Firmographics- Name
- Everhart Advisors
- Legal name
- Everhart Advisors
- Website
- https://everhartadvisors.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Everhart Advisors is an independently owned, CEFEX-certified, SEC-registered investment advisory firm founded in 1995 that delivers ERISA 401(k) plan consulting for corporate sponsors and wealth management for individuals, families, and business owners across Ohio and Florida, overseeing $84B+ AUA and $82B+ AUM.
- Ownership category
- akta.pro rank
Everhart Advisors industry classification
Industry- Product category
- Financial Advisory Services (Retirement Plan Consulting & Wealth Management)
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Financial Planning–Led RIAs (FSAAACAB), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Everhart Advisors is headquartered
LocationHeadquarters
- HQ city
- Dublin
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Everhart Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- 401(k) Plan Consulting Fees: Advisory fees for retirement plan consulting services including fiduciary protection, investment selection and monitoring, fee benchmarking, plan design, and employee education. The firm serves as ERISA fiduciary.
- Wealth Management Fees: Comprehensive wealth management services including financial planning, investment management, retirement planning, tax planning, legacy planning, multigenerational consulting, and business ownership consulting since 1995.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | 401(k) Plan Consulting - Custom engagement based on plan size and service scope |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Everhart Advisors product offering
Product offeringCore offering
Everhart Advisors is an independent, CEFEX-certified financial advisory firm that delivers 401(k) plan consulting services (ERISA fiduciary protection, investment selection and monitoring, fee benchmarking, plan design, and employee education) to corporate retirement plan sponsors, and comprehensive wealth management services (financial planning, investment management, retirement planning, tax planning, legacy planning, multigenerational consulting, and business ownership consulting) to individuals and families. Services are delivered through dedicated advisors and supported by proprietary platforms including the Scorecard System™, PLANavigator™, TAPER® Methodology, and Fiduciary Briefcase.
Product overview
Everhart Advisors operates as a financial advisory firm offering two primary service lines: 401(k) Plan Consulting and Wealth Management. The 401(k) Plan Consulting service encompasses fiduciary protection, investment selection and monitoring via the proprietary Scorecard System, fee benchmarking, plan design through the PLANavigator system, and employee education. The Wealth Management service provides financial planning using the proprietary TAPER Methodology, investment management, retirement planning, tax planning, legacy planning, multigenerational consulting, and business ownership consulting. Additional proprietary tools include the Fiduciary Briefcase for plan sponsors. The firm also offers a specialized CMAA Club 401(k) Retirement Plan through a strategic partnership with the Club Management Association of America.
Differentiator
Problem solved
Functional benefit
Products and services
- 401(k) Plan Consulting
- Fiduciary Protection
- Investment Selection and Monitoring
- Fee Benchmarking and Vendor Selection
- Plan Design Consulting
- Employee Education and Advice
- CMAA Club 401(k) Retirement Plan
- Wealth Management
- Investment Management
- Tax Planning
- Legacy Planning
- Multigenerational Consulting
- Business Ownership Consulting
Quantifiable outcome
- Serves 500+ retirement plans with $84.86B+ in assets under advisement
- +2 more outcomes
Companies that use Everhart Advisors
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Everhart Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature4 records
Everhart Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and supporting.
- Club Management Association of America (CMAA)coreEverhart Advisors has a strategic partnership with CMAA providing guidance on the National Club 401(k) Retirement Plan, accessible to all CMAA member clubs. The plan offers clubs a cost-effective and tailored retirement solution. Everhart serves as faculty member for the Business Management Institute, offering education for the Certified Club Manager designation. CMAA provides ERISA 3(38) Investment Manager and 3(16) Administrator as named fiduciary relationships to the plan.
- Charles SchwabsupportingCharles Schwab serves as a custodial platform for client accounts. Clients can log in through Everhart Advisors' client portal to access their Charles Schwab accounts.
- SEIsupportingSEI provides investment accounting and processing technology. Clients can access their accounts through SEI's platform via Everhart Advisors' client portal.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Everhart Advisors competitors and assessment
Company assessmentDirect peers
- CAPTRUST: Large national independent RIA focused on corporate retirement plan consulting and institutional investment advisory. Directly comparable in service model (ERISA fiduciary, plan design, investment monitoring) and target client (corporate plan sponsors), with much larger scale and broader geographic footprint.
- OneDigital: Major independent advisory firm offering retirement plan consulting, wealth management, and employee benefits. Overlaps directly with Everhart's 401(k) plan consulting and HNW wealth management service lines and competes for the same corporate plan sponsor clients.
- CFG Wealth Management: Independent RIA providing retirement plan advisory and wealth management to corporate sponsors and HNW individuals. Comparable in dual focus (plan consulting + individual wealth), regional footprint, and use of proprietary investment methodology.
- Hilltop Retirement Plan Advisors: Mid-sized RIA specializing in retirement plan consulting and corporate fiduciary services. Highly comparable niche specialization, similar team size, and similar competitive positioning in the 401(k) advisory market.
- Fiducient Advisors: Independent RIA providing investment consulting to retirement plan sponsors, endowments, and foundations, plus wealth management. Direct competitor in the plan consulting space with similar fiduciary-first positioning.
Broad incumbents
- Mercer Advisors: Large national RIA offering wealth management, retirement plan services, and family wealth advisory. Overlaps with Everhart's HNW wealth management and 401(k) consulting but operates nationally with significantly larger scale and broader service breadth.
- Edelman Financial Engines: Large national RIA combining traditional advisory with workplace retirement plan participant advice. Overlaps with Everhart's employee education offering and 401(k) plan services, but at much larger scale and with a direct-to-participant model.
- Cetera Financial Group: Large independent advisor network supporting RIAs and broker-dealers with retirement plan and wealth services. Adjacent to Everhart's market but operates as a supporting platform for independent advisors rather than as a direct competitor.
- Fidelity Investments (Workplace Investing): Largest retirement plan recordkeeper in the US, offering bundled investment advisory and participant education. Competes head-on with Everhart for corporate plan sponsors, particularly through Fidelity's in-house advisory services that compete with independent consultants.
- Empower Retirement: Major retirement plan recordkeeper and wealth manager formed from Empower/Personal Capital merger. Competes with Everhart in both 401(k) plan services (as recordkeeper) and HNW wealth management (Personal Capital).
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Everhart Advisors social profiles
Digital presenceEverhart Advisors compliance and trust
Trust signalCompliance1 record
Everhart Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Everhart Advisors leadership team
Management profileNumber of profiles
Profiles17 records
Everhart Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Everhart Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Everhart Advisors
What does Everhart Advisors do?
Everhart Advisors is an independent, CEFEX-certified financial advisory firm that delivers 401(k) plan consulting services (ERISA fiduciary protection, investment selection and monitoring, fee benchmarking, plan design, and employee education) to corporate retirement plan sponsors, and comprehensive wealth management services (financial planning, investment management, retirement planning, tax planning, legacy planning, multigenerational consulting, and business ownership consulting) to individuals and families. Services are delivered through dedicated advisors and supported by proprietary platforms including the Scorecard System™, PLANavigator™, TAPER® Methodology, and Fiduciary Briefcase.
Is Everhart Advisors a public or private company?
Everhart Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Everhart Advisors founded?
Everhart Advisors was founded in 1995. It employs 11 to 50 people.
Where is Everhart Advisors based?
Everhart Advisors is headquartered in Dublin, United States, in the North America region.
How does Everhart Advisors make money?
Two revenue lines are on record. 401(k) Plan Consulting Fees are the primary driver. The others are wealth Management Fees.
Who are Everhart Advisors's main competitors?
Direct peers on record are CAPTRUST, OneDigital, CFG Wealth Management, Hilltop Retirement Plan Advisors and Fiducient Advisors. Broad incumbents are Mercer Advisors, Edelman Financial Engines, Cetera Financial Group, Fidelity Investments (Workplace Investing) and Empower Retirement.
Does Everhart Advisors have an API?
No public API is recorded for Everhart Advisors.
What industry is Everhart Advisors in?
Everhart Advisors's product category is Financial Advisory Services (Retirement Plan Consulting & Wealth Management). Its primary akta.pro industry code is FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)), with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 52394 and its SIC code is 6282.