Everhart Advisors

Retirement Plan Advisor

Dublin, OH

About Everhart Advisors

<p>Known for its CEFEX certification and independent ownership, Everhart Advisors works with employers on retirement plan oversight and with individuals on personal wealth planning.</p> <p>Founded in 1995, the firm is headquartered in Dublin in the Columbus metro, with another Ohio office in Miamisburg (Dayton area) and a Florida location in Fort Myers. As of 2026, Everhart Advisors reports $2.4B in assets under management.</p> <p>On the workplace side, Everhart Advisors provides <a href="/plan-advisors">plan advisor</a> support for 401(k) and other corporate retirement plans, including 3(21) investment fiduciary services, plan design work, investment menu selection, fee benchmarking, compliance support, and fiduciary audits. The firm also offers participant advice and employee education for day-to-day retirement decisions.</p> <p>For individuals and families, Everhart Advisors provides wealth management that includes financial planning, investment management, retirement planning, tax planning, and legacy planning. A key differentiator is the combination of retirement plan consulting and personal planning under one firm across Ohio and Southwest Florida.</p> <ul> <li>3(21) fiduciary services for retirement plans</li> <li>Plan design, investment selection, and fee benchmarking</li> <li>Compliance support and fiduciary audits</li> <li>Participant advice and employee education</li> <li>Personal wealth management and financial planning</li> </ul>

Website: https://everhartadvisors.com/

Founded: 1995

Office Locations

  • Dublin, OH (Headquarters)
  • Fort Myers, FL
  • Miamisburg, OH

Services Offered

  • 3(21) Investment Advisor
  • Plan Design Consulting
  • Participant Investment Advice
  • Fiduciary Audit Services
  • Compliance Services

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $2.4B

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
CPS SOLUTIONS, LLC 401(K) PLANCPS SOLUTIONS, LLC, MN$292M2,638
MEDVET, INC. EMPLOYEES SAVINGS TRUSTMEDVET, INC., OH$147M3,503
QUANTUM HEALTH, INC. 401(K) PLANQUANTUM HEALTH, INC., OH$109M2,257
F & P AMERICA MANUFACTURING, INC. RETIREMENT SAVINGS PLANF & P AMERICA MANUFACTURING, INC., OH$80M1,776
CENTRAL OHIO HOSPITALISTS, INC. 401(K) PLANCENTRAL OHIO HOSPITALISTS, INC. DBA MEDONE HOSPITAL PHYSICIANS, OH$74M225
ANCHOR HOCKING 401K PLANANCHOR HOCKING HOLDINGS, INC., OH$72M2,057
KEGLER, BROWN, HILL & RITTER EMPLOYEES' 401(K) RETIREMENT PLANKEGLER, BROWN, HILL & RITTER CO., L.P.A., OH$62M108
MCGOHAN BRABENDER 401(K) PROFIT SHARING PLANMCGOHAN/BRABENDER AGENCY, INC., OH$62M348
CONTRACT LUMBER, INC. RETIREMENT PLANCONTRACT LUMBER, INC., OH$50M753
ROCKY BRANDS, INC. 401(K) PLAN AND TRUSTROCKY BRANDS, INC., OH$41M490
DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUSTDAYTON-PHOENIX GROUP, INC., OH$41M195
RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLANRUDOLPH FOODS COMPANY, INC., OH$41M824
ODW LOGISTICS, INC. 401(K) RETIREMENT PLANODW LOGISTICS, INC., OH$39M1,772
HEAPY ENGINEERING, INC. SAVINGS PLANHEAPY ENGINEERING, OH$38M250
UNITED GRINDING NORTH AMERICA, INC. 401(K) PLANUNITED GRINDING NORTH AMERICA IN, OH$32M138
VENTRA HEALTH RETIREMENT PLANVENTRA HEALTH, INC., TX$30M555
SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(K) RETIREMENT PLAN AND TRUSTSOUTHWEST OHIO ENT SPECIALISTS, INC., OH$30M128
YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLANCARDINGTON YUTAKA TECHNOLOGIES, INC., OH$30M797
CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLANCTL ENGINEERING, INC., OH$29M371
HORIZON TELCOM 401(K) PLANHORIZON TELCOM, OH$29M248

Showing top 20 of 63 plans serviced in 2024.

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