What departments does Everhart Advisors have?

Everhart Advisors has employees across 10 departments including Information Technology, Finance, Purchasing, Consultant, Sales.

What is the largest department at Everhart Advisors?

The largest department at Everhart Advisors is Consultant with 4 employees.

Where are Everhart Advisors employees located globally?

Everhart Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Everhart Advisors's team size changed over time?

Everhart Advisors's team has grown from approximately 51 to 57 employees based on available data.

Everhart Advisors Employee Directory

Financial ServicesOhio, United States51-200 Employees

Everhart Advisors is a financial services firm focusing on corporate retirement plan consulting and wealth management for individuals and families. It is based in Dublin, Ohio, and operates additional offices in Columbus and Dayton, Ohio, as well as Fort Myers, Florida. The company functions as a registered investment adviser, offering advisory services to clients or prospective clients who are properly licensed or exempt from licensure. Its platform is described as informational, and it notes that third-party content presented through related links is not endorsed by the firm.

As a mid-sized advisory practice, Everhart Advisors emphasizes adherence to professional standards and a client-centric approach within a regulated environment. It is restricted from posting testimonials for investment advisory services and notes that third-party comments may not reflect the firm’s clients’ experiences or future performance, and it does not provide legal advice.

Everhart Advisors Global Highlights

North America
90

United States Of America
90

Everhart Advisors's Leadership

R. S.
Vice President Of Information Technology
Mobile Phone
Email
L. B.
President
Mobile Phone
Email
M. R.
Partner
Mobile Phone
Email
B. M.
Controller
Mobile Phone
Email
C. A.
Wealth Manager
Mobile Phone
Email
C. P.
Relationship Manager & Investment Advisor Rep
Mobile Phone
Email
C. E.
Wealth Manager
Mobile Phone
Email
C. C.
Wealth Manager
Mobile Phone
Email

Everhart Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Entrepreneurship
Business
Legal
Accounting
Other
Consultant

Contact profiles from Everhart Advisors

Name

Title

Contact Info

Location

Last Update

M. R.
Partner
Mobile Phone
Email
United StatesGeorgia
Apr 14, 2026
L. B.
President
Mobile Phone
Email
UNITED STATES
Jun 03, 2026
R. S.
Vice President Of Information Technology
Mobile Phone
Email
Oct 22, 2024
B. M.
Controller
Mobile Phone
Email
Apr 03, 2025
C. A.
Wealth Manager
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
C. P.
Relationship Manager & Investment Advisor Rep
Mobile Phone
Email
United StatesFlorida
May 12, 2026
C. E.
Wealth Manager
Mobile Phone
Email
United StatesGeorgia
Jun 08, 2026
C. C.
Wealth Manager
Mobile Phone
Email
United StatesGeorgia
Jun 28, 2026
A. P.
Relationship Manager
Mobile Phone
Email
United StatesFlorida
Jun 28, 2026
A. H.
Client Relationship Manager
Mobile Phone
Email
United StatesGeorgia
May 23, 2026

Frequently Asked Questions

What is Everhart Advisors known for?

Everhart Advisors was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 535 Metro Place South Dublin, Ohio 43017 United States; you can contact the main corporate office by phone at

+1-614-717-****

. Explore Everhart Advisors's company overview page for more information.

What is Everhart Advisors's most common email format?

Everhart Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Everhart Advisors email formats with LeadIQ.

How many employees does Everhart Advisors have currently?

Everhart Advisors has approximately 63 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Everhart Advisors's key employees and leadership?

As of May 2026, Everhart Advisors's key employees include:

Vice President Of Information Technology: R. S.
President: L. B.
Partner: M. R.
Controller: B. M.
Wealth Manager: C. A.

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Everhart Advisors Employee Directory

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