# Everhart Advisors
Source: https://planprovider.pro/provider/everhart-advisors

> Known for its CEFEX certification and independent ownership, Everhart Advisors works with employers on retirement plan oversight and with individuals on pers…

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/](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).

| Plan|Sponsor|Assets|Participants|

| CPS SOLUTIONS, LLC 401(K) PLAN|CPS SOLUTIONS, LLC, MN|$292M|2,638|

| MEDVET, INC. EMPLOYEES SAVINGS TRUST|MEDVET, INC., OH|$147M|3,503|

| QUANTUM HEALTH, INC. 401(K) PLAN|QUANTUM HEALTH, INC., OH|$109M|2,257|

| F & P AMERICA MANUFACTURING, INC. RETIREMENT SAVINGS PLAN|F & P AMERICA MANUFACTURING, INC., OH|$80M|1,776|

| CENTRAL OHIO HOSPITALISTS, INC. 401(K) PLAN|CENTRAL OHIO HOSPITALISTS, INC. DBA MEDONE HOSPITAL PHYSICIANS, OH|$74M|225|

| ANCHOR HOCKING 401K PLAN|ANCHOR HOCKING HOLDINGS, INC., OH|$72M|2,057|

| KEGLER, BROWN, HILL & RITTER EMPLOYEES' 401(K) RETIREMENT PLAN|KEGLER, BROWN, HILL & RITTER CO., L.P.A., OH|$62M|108|

| MCGOHAN BRABENDER 401(K) PROFIT SHARING PLAN|MCGOHAN/BRABENDER AGENCY, INC., OH|$62M|348|

| CONTRACT LUMBER, INC. RETIREMENT PLAN|CONTRACT LUMBER, INC., OH|$50M|753|

| ROCKY BRANDS, INC. 401(K) PLAN AND TRUST|ROCKY BRANDS, INC., OH|$41M|490|

| DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST|DAYTON-PHOENIX GROUP, INC., OH|$41M|195|

| RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN|RUDOLPH FOODS COMPANY, INC., OH|$41M|824|

| ODW LOGISTICS, INC. 401(K) RETIREMENT PLAN|ODW LOGISTICS, INC., OH|$39M|1,772|

| HEAPY ENGINEERING, INC. SAVINGS PLAN|HEAPY ENGINEERING, OH|$38M|250|

| UNITED GRINDING NORTH AMERICA, INC. 401(K) PLAN|UNITED GRINDING NORTH AMERICA IN, OH|$32M|138|

| VENTRA HEALTH RETIREMENT PLAN|VENTRA HEALTH, INC., TX|$30M|555|

| SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(K) RETIREMENT PLAN AND TRUST|SOUTHWEST OHIO ENT SPECIALISTS, INC., OH|$30M|128|

| YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLAN|CARDINGTON YUTAKA TECHNOLOGIES, INC., OH|$30M|797|

| CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN|CTL ENGINEERING, INC., OH|$29M|371|

| HORIZON TELCOM 401(K) PLAN|HORIZON TELCOM, OH|$29M|248|

Showing top 20 of 63 plans serviced in 2024.

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- [Henderson Brothers Financial Partners](https://planprovider.pro/provider/henderson-brothers-financial-partners) - Pittsburgh, PA

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