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- Custodian
- Charles Schwab & Company · Nationwide · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-21-1995
- Office Locations
- 3
Office Locations
About Everhart Advisors
Everhart Advisors is an independent advisory firm providing corporate retirement plan consulting (including 401(k) plan support) and wealth management for individuals and families. The team works with plan sponsors and participants alongside broader financial planning and portfolio construction, with investment implementation commonly using public funds and ETFs. Headquartered in the Columbus/Dayton, Ohio area with an additional office in Fort Myers, Florida.
Reported data analysis
What the numbers show
Between September 12, 2025 and September 24, 2026, reported AUM increased 31.4%, from $1.9B to $2.5B.
Across 5 reported observations, AUM increased 125.1% between August 4, 2022 and September 24, 2026, from $1.1B to $2.5B.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 28 advisory representatives and 3,466 clients, or 123.8 clients per representative. That equates to $710.9K in reported AUM per client.
The profile lists 3 reported office locations and 30 years in operation. The source data was last updated on September 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Everhart Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD SCOTT EVERHART
Owner, President
- CRD
- #2165784
- Ownership
- 50% but less than 75%
MATTHEW JAMES ROMEO
Owner, Partner
- CRD
- #4201945
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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CLAY J ACER
Wealth Manager
- CRD
- #6112873
Christopher Ryan Becker
Investment Advisor
- CRD
- #7833657
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,425,516,530 | $405,198 |
| Non-Discretionary | $38,588,666 | $324,275 |
| Total | $2,464,105,196 | $403,621 |
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Separately Managed Accounts
SMA allocation detail is available
Everhart Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
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Everhart Advisors's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.