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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

EVERHART ADVISORS

EVERHART FINANCIAL GROUP INC, CRD 107091

DUBLIN, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d1834ea-4531-64db-68d5-81ff56707941

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 51
Dated events: 6
On other graphs: 0
Observed: Feb 13, 2012 to Sep 10, 2026
57 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.5BItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.4B
Private client RAUM: $2.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 36
RAUM per advisor: $68.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 59
Advisory employees: 28
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 6,105
Individual clients: 1,689
High net worth clients: 579
Custody, client assets: $121M
SEC number: 801-50786
CIK: 1852858
CRD: 107091
Filings on the tape: 57
First filed: Feb 13, 2012
Latest filed: Sep 10, 2026
Organised: Other (specify), OH
Website: everhartadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 36

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD SCOTT EVERHART	Certified Financial Planner	DUBLIN, OH	21	34	1	no
MATTHEW JAMES ROMEO	Certified Financial Planner	Fort Myers, FL \| DUBLIN, OH	21	24	n/a	no
FRANCESCO CIOTOLA	n/a	Miami, FL \| DUBLIN, OH	21	23	1	no
STEVEN GLENN MURLIN	n/a	DUBLIN, OH	16	28	2	no
JONATHAN PAUL HLAVAC	Certified Financial Planner	DUBLIN, OH \| Miamisburg, OH	10	14	2	no
DUANE JERROD GILLMAN	n/a	Miamisburg, OH \| DUBLIN, OH	10	15	2	no
JAMES ROBERT ST.PIERRE	n/a	DUBLIN, OH \| Miamisburg, OH	10	12	n/a	no
STEVEN REINSEL	n/a	DUBLIN, OH	9	21	n/a	no
LOGAN TYLER JONES	Certified Financial Planner	DUBLIN, OH	9	12	n/a	no
BRIAN J HANNA	n/a	DUBLIN, OH	8	19	n/a	no
LISA A BLOCK	n/a	Miamisburg, OH \| DUBLIN, OH	7	12	n/a	no
MAX CHARLES ROSENTHAL	Certified Financial Planner	DUBLIN, OH	7	20	n/a	no
PHILIP W PARKER	Certified Financial Planner	DUBLIN, OH	6	11	1	no
THOMAS EDWARD CARLINE	n/a	DUBLIN, OH	5	17	1	no
DENNIS MARC PEARLMAN	n/a	Fort Myers, FL \| DUBLIN, OH	5	15	1	no
Carson David Pearlman	n/a	Fort Myers, FL \| DUBLIN, OH	5	10	1	no
Clark Alan Engle	Certified Financial Planner	DUBLIN, OH	4	13	2	no
Andrew John Pfeiffer	Certified Financial Planner	DUBLIN, OH \| FORT MYERS, FL	4	15	n/a	no
CARSON BRADRICK COOKE	Certified Financial Planner	DUBLIN, OH	4	25	n/a	no
RAINER ANTON SCHERTEL	n/a	DUBLIN, OH	3	12	n/a	no
Gregory Thomas Roberto	n/a	DUBLIN, OH \| Miamisburg, OH	3	13	n/a	no
John Michael Mancinotti	Certified Financial Planner	DUBLIN, OH	3	11	2	no
Christopher Ryan Becker	n/a	DUBLIN, OH	2	12	n/a	no
Matthew Joseph O'Hara	Certified Financial Planner	DUBLIN, OH	2	11	3	no
John Tyler Grega	n/a	DUBLIN, OH	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EVERHART, RICHARD, SCOTT	OWNER AND PRESIDENT	D	yes	07/1995	Sep 10, 2026	Sep 10, 2026
ROMEO, MATTHEW, JAMES	Owner	B	yes	05/2007	Sep 10, 2026	Sep 10, 2026
REINSEL, STEVEN	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	yes	05/2016	May 23, 2016	Dec 23, 2024
CIOTOLA, FRANK	OWNER OFFICER, MANAGING PARTNER	A	no	01/2013	Sep 10, 2026	Sep 10, 2026
HANNA, BRIAN, J	Owner	A	no	09/2012	Sep 10, 2026	Sep 10, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KAREN PAYNE	n/a	n/a	n/a	Y	yes	n/a
PENNY THRASHER	n/a	n/a	n/a	N	no	n/a
SHANNON DEBOLT	n/a	n/a	n/a	Y	yes	n/a
THOMAS BREX	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Miamisburg	Oh	United States	5	no
FORT MYERS	FL	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$2.5B	$2.4B	59	28	2	n/a	n/a
2024	Mar 18, 2025	$1.9B	$1.8B	47	26	2	n/a	n/a
2023	Mar 29, 2024	$1.4B	$1.4B	47	22	2	n/a	n/a
2022	Mar 30, 2023	$1.1B	$956M	45	25	2	n/a	n/a
2021	Mar 23, 2022	$1.1B	$996M	42	22	2	n/a	n/a
2020	Mar 18, 2021	$822M	$741M	33	15	2	n/a	n/a
2019	Mar 30, 2020	$532M	$432M	30	12	1	n/a	n/a
2018	Mar 29, 2019	$448M	$320M	28	10	1	n/a	n/a
2017	Mar 28, 2018	$336M	$163M	27	10	1	n/a	n/a
2016	Jan 20, 2017	$280M	$0	20	6	n/a	n/a	n/a
2015	Mar 1, 2016	$200M	$0	20	6	n/a	n/a	n/a
2014	Mar 31, 2015	$250M	$0	18	6	n/a	n/a	n/a
2013	Mar 3, 2014	$600M	$0	13	4	n/a	n/a	n/a
2012	Apr 1, 2013	$650M	$0	11	5	n/a	n/a	n/a
2011	Feb 13, 2012	$500M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	1	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.5B	$1.9B	31.4%	$1.1B	31.5%	59	47	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC	2	Oct 6, 2021	Jul 30, 2021	FORT MYERS, FL	Team lift out	Other	100.0%

Relationships

Registered with (41)

← Christopher Nolan MasseyAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← REBEKAH JO CURRANAdvisorregistration: current employment
Jul 7, 2026 to presentfactForm ADV
← Owen Ray NorthAdvisorregistration: current employment
May 21, 2026 to presentfactForm ADV
← Jonathan David WileyAdvisorregistration: current employment
Apr 29, 2026 to presentfactForm ADV
← CLAY J ACERAdvisorregistration: current employment
Mar 5, 2026 to presentfactForm ADV
← Luke Frederick FassettAdvisorregistration: current employment
Jan 15, 2026 to presentfactForm ADV
← Rachel Ann FryAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← Luke David GearhartAdvisorregistration: current employment
Nov 20, 2025 to presentfactForm ADV
← Marc A. CornellAdvisorregistration: current employment
May 5, 2025 to presentfactForm ADV
← Logan PearlmanAdvisorregistration: current employment
Jun 15, 2024 to presentfactForm ADV
← ABIGAIL CHRISTINE BOYERAdvisorregistration: current employment
Apr 30, 2024 to presentfactForm ADV
← John Tyler GregaAdvisorregistration: current employment
Apr 10, 2024 to presentfactForm ADV
← Matthew Joseph O'HaraAdvisorregistration: current employment
Feb 26, 2024 to presentfactForm ADV
← Christopher Ryan BeckerAdvisorregistration: current employment
Nov 30, 2023 to presentfactForm ADV
← John Michael MancinottiAdvisorregistration: current employment
Mar 10, 2023 to presentfactForm ADV
← Gregory Thomas RobertoAdvisorregistration: current employment
Jan 23, 2023 to presentfactForm ADV
← RAINER ANTON SCHERTELAdvisorregistration: current employment
Jan 3, 2023 to presentfactForm ADV
← CARSON BRADRICK COOKEAdvisorregistration: current employment
May 11, 2022 to presentfactForm ADV
← Andrew John PfeifferAdvisorregistration: current employment
Mar 22, 2022 to presentfactForm ADV
← Clark Alan EngleAdvisorregistration: current employment
Jan 25, 2022 to presentfactForm ADV
← Carson David PearlmanAdvisorregistration: current employment
Jul 30, 2021 to presentfactForm ADV
← DENNIS MARC PEARLMANAdvisorregistration: current employment
Jul 27, 2021 to presentfactForm ADV
← THOMAS EDWARD CARLINEAdvisorregistration: current employment
Feb 23, 2021 to presentfactForm ADV
← PHILIP W PARKERAdvisorregistration: current employment
Feb 28, 2020 to presentfactForm ADV
← MAX CHARLES ROSENTHALAdvisorregistration: current employment
May 27, 2019 to presentfactForm ADV
← LISA A BLOCKAdvisorregistration: current employment
Jan 31, 2019 to presentfactForm ADV
← BRIAN J HANNAAdvisorregistration: current employment
Oct 20, 2017 to presentfactForm ADV
← LOGAN TYLER JONESAdvisorregistration: current employment
Oct 28, 2016 to presentfactForm ADV
← STEVEN REINSELAdvisorregistration: current employment
Oct 21, 2016 to presentfactForm ADV
← JAMES ROBERT ST.PIERREAdvisorregistration: current employment
Mar 17, 2016 to presentfactForm ADV
and 11 more

Controls (3)

← EVERHART, RICHARD, SCOTTOwnerOWNER AND PRESIDENT, ownership code D, individual
Feb 13, 2012 to Dec 23, 2024factForm ADV
← ROMEO, MATTHEW, JAMESOwnerOWNER, ownership code B, individual
Feb 13, 2012 to Dec 23, 2024factForm ADV
← REINSEL, STEVENOwnerOWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER, ownership code A, individual
May 23, 2016 to Dec 23, 2024factForm ADV

Owns (2)

← HANNA, BRIAN, JOwnerOWNER, ownership code A, individual
Apr 1, 2013 to Dec 23, 2024factForm ADV
← CIOTOLA, FRANKOwnerOWNER, ownership code A, individual
Jun 25, 2013 to Dec 23, 2024factForm ADV

Moved with (1)

← CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Oct 6, 2021 to Jul 30, 2021factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Everhart Advisors reported RAUM $2.5B, up 31% from $1.9B (2025-09-12 to 2026-03-27)
Form ADVobserved 5 days ago
$589M
Occurred
Mar 18, 2025
Regulatory AUM changed
Everhart Advisors reported RAUM $1.9B, up 30% from $1.4B (2024-12-23 to 2025-03-18)
Form ADVobserved 5 days ago
$429M
Occurred
Mar 29, 2024
Regulatory AUM changed
Everhart Advisors reported RAUM $1.4B, up 33% from $1.1B (2024-01-30 to 2024-03-29)
Form ADVobserved 5 days ago
$361M
Occurred
Mar 23, 2022
Regulatory AUM changed
Everhart Advisors reported RAUM $1.1B, up 33% from $822.5M (2021-07-28 to 2022-03-23)
Form ADVobserved 5 days ago
$272M
Occurred
Mar 18, 2021
Regulatory AUM changed
Everhart Advisors reported RAUM $822.5M, up 55% from $532.1M (2020-07-16 to 2021-03-18)
Form ADVobserved 5 days ago
$290M
Occurred
Mar 29, 2019
Regulatory AUM changed
Everhart Advisors reported RAUM $447.7M, up 33% from $335.9M (2018-09-13 to 2019-03-29)
Form ADVobserved 5 days ago
$112M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d1834ea-4531-64db-68d5-81ff56707941
First observed: Feb 13, 2012
Last observed: Sep 10, 2026 11 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVERHART ADVISORS

EVERHART FINANCIAL GROUP INC, CRD 107091

DUBLIN, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d1834ea-4531-64db-68d5-81ff56707941

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD SCOTT EVERHART

Certified Financial Planner

DUBLIN, OH

MATTHEW JAMES ROMEO

Certified Financial Planner

Fort Myers, FL | DUBLIN, OH

n/a

FRANCESCO CIOTOLA

n/a

Miami, FL | DUBLIN, OH

STEVEN GLENN MURLIN

n/a

DUBLIN, OH

JONATHAN PAUL HLAVAC

Certified Financial Planner

DUBLIN, OH | Miamisburg, OH

DUANE JERROD GILLMAN

n/a

Miamisburg, OH | DUBLIN, OH

JAMES ROBERT ST.PIERRE

n/a

DUBLIN, OH | Miamisburg, OH

n/a

STEVEN REINSEL

n/a

DUBLIN, OH

n/a

LOGAN TYLER JONES

Certified Financial Planner

DUBLIN, OH

n/a

BRIAN J HANNA

n/a

DUBLIN, OH

n/a

LISA A BLOCK

n/a

Miamisburg, OH | DUBLIN, OH

n/a

MAX CHARLES ROSENTHAL

Certified Financial Planner

DUBLIN, OH

n/a

PHILIP W PARKER

Certified Financial Planner

DUBLIN, OH

THOMAS EDWARD CARLINE

n/a

DUBLIN, OH

DENNIS MARC PEARLMAN

n/a

Fort Myers, FL | DUBLIN, OH

Carson David Pearlman

n/a

Fort Myers, FL | DUBLIN, OH

Clark Alan Engle

Certified Financial Planner

DUBLIN, OH

Andrew John Pfeiffer

Certified Financial Planner

DUBLIN, OH | FORT MYERS, FL

n/a

CARSON BRADRICK COOKE

Certified Financial Planner

DUBLIN, OH

n/a

RAINER ANTON SCHERTEL

n/a

DUBLIN, OH

n/a

Gregory Thomas Roberto

n/a

DUBLIN, OH | Miamisburg, OH

n/a

John Michael Mancinotti

Certified Financial Planner

DUBLIN, OH

Christopher Ryan Becker

n/a

DUBLIN, OH

n/a

Matthew Joseph O'Hara

Certified Financial Planner

DUBLIN, OH

John Tyler Grega

n/a

DUBLIN, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EVERHART, RICHARD, SCOTT

OWNER AND PRESIDENT

yes

07/1995

Sep 10, 2026

ROMEO, MATTHEW, JAMES

Owner

yes

05/2007

Sep 10, 2026

REINSEL, STEVEN

OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER

yes

05/2016

May 23, 2016

Dec 23, 2024

CIOTOLA, FRANK

OWNER OFFICER, MANAGING PARTNER

01/2013

Sep 10, 2026

HANNA, BRIAN, J

Owner

09/2012

Sep 10, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KAREN PAYNE

n/a

yes

n/a

PENNY THRASHER

n/a

SHANNON DEBOLT

n/a

yes

n/a

THOMAS BREX

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Miamisburg

United States

FORT MYERS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$2.5B

$2.4B

n/a

2024

Mar 18, 2025

$1.9B

$1.8B

n/a

2023

Mar 29, 2024

$1.4B

n/a

2022

Mar 30, 2023

$1.1B

$956M

n/a

2021

Mar 23, 2022

$1.1B

$996M

n/a

2020

Mar 18, 2021

$822M

$741M

n/a

2019

Mar 30, 2020

$532M

$432M

n/a

2018

Mar 29, 2019

$448M

$320M

n/a

2017

Mar 28, 2018

$336M

$163M

n/a

2016

Jan 20, 2017

$280M

n/a

2015

Mar 1, 2016

$200M

n/a

2014

Mar 31, 2015

$250M

n/a

2013

Mar 3, 2014

$600M

n/a

2012

Apr 1, 2013

$650M

n/a

2011

Feb 13, 2012

$500M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.5B

$1.9B

31.4%

$1.1B

31.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

Oct 6, 2021

Jul 30, 2021

FORT MYERS, FL

Team lift out

Other

100.0%