Everhart Advisors

Financial Advisory Services (Retirement Plan Consulting & Wealth Management)everhartadvisors.com

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

Retirement plan consulting
Wealth management services
401(k) advisory
Financial planning
Fiduciary services

Where Everhart Advisors is headquartered

Location

Headquarters

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 offering

Core 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 profile

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Everhart Advisors technology and API

Technology

Technology 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 signal

Partnerships

Three partnerships are on record, tiered core and supporting.

Club Management Association of America (CMAA)coreStrategic or Co-development PartnerEverhart 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 SchwabsupportingOthersCharles Schwab serves as a custodial platform for client accounts. Clients can log in through Everhart Advisors' client portal to access their Charles Schwab accounts.
SEIsupportingTechnology or IntegrationSEI 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 assessment

Direct 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 compliance and trust

Trust signal

Compliance1 record

Everhart Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Everhart Advisors leadership team

Management profile

Number of profiles

Profiles17 records

Everhart Advisors funding detail

Funding detail

Funding 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 investment

M&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?

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.