Everhart Advisors
Dublin, OH·SEC-registered · CRD #107091
Everhart Advisors is an SEC-registered investment advisory firm in Dublin, OH managing $2.5B across 6.2k client accounts, with 28 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.5B
Client accounts
6.2k
Advisory staff
28
Fee model
Fee-based
How Everhart Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Everhart Advisors
How much does Everhart Advisors manage?
Per its most recent SEC Form ADV filing (06/18/2026), Everhart Advisors reports $2.5B in regulatory assets under management across roughly 6.2k client accounts.
How does Everhart Advisors charge?
Everhart Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Everhart Advisors a fiduciary?
Yes. Everhart Advisors is registered with the U.S. Securities and Exchange Commission (CRD #107091), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Everhart Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Everhart Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Dublin, OH
Profile compiled from Everhart Advisors's public SEC Form ADV filing (CRD #107091, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Everhart Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Everhart Advisors? Claim this profile.