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- Custodian
- Charles Schwab & Company · Nationwide · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 35 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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