Everhart Advisors is an SEC registered investment adviser with a primary office location in Dublin, OH. Its latest Form ADV filing, dated March 27, 2026, reports $2.5B in regulatory assets under management, 59 employees, 2 offices, and 6,105 accounts.
Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
1,689
2
Pension Plans
21.5%
625
3
HNWI
19.9%
579
4
Corporations
0.6%
18
Additional categories (<0.1%)
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 27, 2026
Discretionary98.4%
$2.4B
98% of total RAUM98.4%
Non-discretionary1.6%
$39M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.5B
Total Accounts6,105
10Y AUM Change+$2.2B (+796.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees59
Clients per Employee49:1
10Y Employee Change+35 (+145.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.