DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Richard Scott Everhart

Everhart Advisorsindependent RIADublin, OhIA-onlyIAPD 2165784
Certified Financial Planner
Feed of 09/14/2026
Also filed as Scott Everhart
At current firm
21 y
since Jan 24, 2005
In the industry
34 y
since Apr 16, 1992 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
CEOreportedeverhartadvisors.comfirm site, Sep 15, 2026
Designations
CFPreportedeverhartadvisors.comas printed on the bio page, Sep 16, 2026
Founder
“Scott Everhart is the founder and CEO of Everhart Advisors and has specialized in the wealth management and retirement plan markets since entering the financial planning field in 1991.”reportedeverhartadvisors.comthe sentence on the bio page
Partner or owner
“In June 2017, Scott and firm partner, Brian Hanna, released their first book, The 401(k) Owner’s Manual: A Blueprint for Building and Maintaining an Elite 401(k) Plan for Your Employees .”reportedeverhartadvisors.comthe sentence on the bio page
Professional profile
everhartadvisors.com/team-member/scott-everhartreportedeverhartadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
34derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address