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.
SEC-registered adviser
Everhart Advisors
Legal name Everhart Financial Group Inc
Latest filing Sep 10, 2026
First filing on the tape Feb 13, 2012 · 57 filings
SEC status approved since Dec 21, 1995
RAUM
$2.5B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
96%
$2.4B individuals and HNW
Advisors
36
registered through the firm on IAPD
RAUM per advisor
$68.4M
derived; firm RAUM over IAPD count
Employees
59
28 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
57 filings and snapshots on the tape
RAUM$2.5B as of Jun 18, 2026
Feb 13, 2012$500M then
HNW client RAUM$1.8B as of Jun 18, 2026
Mar 28, 2018$80.0M then
State-registered IARs (5.B.3)28 as of Jun 18, 2026
Feb 13, 20120 then
Employees (5.A)59 as of Jun 18, 2026
Apr 1, 201311 then
Private funds: no history
RAUM +31% over the last fiscal year+31% a year over threeIARs 26 to 28
Practice profile
derived from the filing of Sep 10, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $68.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 63derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $403,621derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 3.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 12.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- +7.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -23%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, publications, educational seminarsreportedItem 5.G
- Financial planning clients
- 2,000reportedItem 5.H
- Custody
- $121M, 207 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.8B74%
- Individuals$530M22%
- Pension and profit-sharing plans$77.5M3.1%
- Corporations and businesses$26.8M1.1%
- Charitable organizations$1.2M0.1%
- Individual clients
- 1,689reported
- HNW clients
- 579reported
- Pension plan clients
- 625reported
- Charitable clients
- 1reported
- Accounts
- 6,105reported
- Financial planning clients
- 2,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $121M for 207 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
36 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Francesco Ciotola | Miami, Fl | Jan 24, 2005 | 23 y | 1 |
| Matthew James RomeoCertified Financial Planner | Fort Myers, Fl | Jan 24, 2005 | 24 y | 0 |
| Richard Scott EverhartCertified Financial Planner | Dublin, Oh | Jan 24, 2005 | 34 y | 1 |
| Steven Glenn Murlin | Dublin, Oh | Apr 1, 2010 | 28 y | 2 |
| Duane Jerrod Gillman | Miamisburg, Oh | Mar 4, 2016 | 15 y | 2 |
| Jonathan Paul HlavacCertified Financial Planner | Dublin, Oh | Mar 4, 2016 | 14 y | 2 |
| James Robert St.Pierre | Dublin, Oh | Mar 17, 2016 | 12 y | 0 |
| Steven Reinsel | Dublin, Oh | Oct 21, 2016 | 21 y | 0 |
| Logan Tyler JonesCertified Financial Planner | Dublin, Oh | Oct 28, 2016 | 12 y | 0 |
| Brian J Hanna | Dublin, Oh | Oct 20, 2017 | 19 y | 0 |
| Lisa A Block | Miamisburg, Oh | Jan 31, 2019 | 12 y | 0 |
| Max Charles RosenthalCertified Financial Planner | Dublin, Oh | May 27, 2019 | 20 y | 0 |
| Philip W ParkerCertified Financial Planner | Dublin, Oh | Feb 28, 2020 | 11 y | 1 |
| Thomas Edward Carline | Dublin, Oh | Feb 23, 2021 | 17 y | 1 |
| Dennis Marc Pearlman | Fort Myers, Fl | Jul 27, 2021 | 15 y | 1 |
| Carson David Pearlman | Fort Myers, Fl | Jul 30, 2021 | 10 y | 1 |
| Clark Alan EngleCertified Financial Planner | Dublin, Oh | Jan 25, 2022 | 13 y | 2 |
| Andrew John PfeifferCertified Financial Planner | Dublin, Oh | Mar 22, 2022 | 15 y | 0 |
| Carson Bradrick CookeCertified Financial Planner | Dublin, Oh | May 11, 2022 | 25 y | 0 |
| Rainer Anton Schertel | Dublin, Oh | Jan 3, 2023 | 12 y | 0 |
| Gregory Thomas Roberto | Dublin, Oh | Jan 23, 2023 | 13 y | 0 |
| John Michael MancinottiCertified Financial Planner | Dublin, Oh | Mar 10, 2023 | 11 y | 2 |
| Christopher Ryan Becker | Dublin, Oh | Nov 30, 2023 | 12 y | 0 |
| Matthew Joseph O'HaraCertified Financial Planner | Dublin, Oh | Feb 26, 2024 | 11 y | 3 |
| John Tyler Grega | Dublin, Oh | Apr 10, 2024 | 12 y | 0 |
| Abigail Christine BoyerCertified Financial Planner | Dublin, Oh | Apr 30, 2024 | 12 y | 0 |
| Logan Pearlman | Fort Myers, Fl | Jun 15, 2024 | 14 y | 0 |
| Marc A. Cornell | Dublin, Oh | May 5, 2025 | 11 y | 3 |
| Luke David Gearhart | Dublin, Oh | Nov 20, 2025 | 12 y | 1 |
| Rachel Ann Fry | Dublin, Oh | Dec 1, 2025 | 24 y | 0 |
| Luke Frederick Fassett | Dublin, Oh | Jan 15, 2026 | 11 y | 0 |
| Clay J AcerCertified Financial Planner | Dublin, Oh | Mar 5, 2026 | 10 y | 1 |
| Jonathan David Wiley | Dublin, Oh | Apr 29, 2026 | 14 y | 0 |
| Owen Ray NorthCertified Financial Planner | Dublin, Oh | May 21, 2026 | 10 y | 0 |
| Rebekah Jo Curran | Dublin, Oh | Jul 7, 2026 | 12 y | 1 |
| Christopher Nolan Massey | Dublin, Oh | Sep 11, 2026 | 11 y | 0 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Kyle James Hickey to Fsc Securities CorporationApr 20, 2020 · RIA to affiliated broker-dealer or bank
- Andrew Paul Keeler to Cambridge Investment Research Advisors, Inc.Dec 7, 2009 · Other
- William Keith Root to Cambridge Investment Research Advisors, Inc.Dec 7, 2009 · Other
- Tanya Michelle Rocchio to Missionsquare RetirementSep 27, 2007 · Other
- Justin M Mulholland to Osaic Fa, Inc.Feb 6, 2006 · Other
Joined, latest
- Rebekah Jo Curran from Hamilton CapitalJul 7, 2026 · Other
- Clay J Acer from Trinity Financial Advisors LLCMar 5, 2026 · RIA to RIA
- Luke David Gearhart from Egsi Investment ManagementNov 20, 2025 · RIA to RIA
- Marc A. Cornell from Osaic Fa, Inc.May 5, 2025 · Other
- Matthew Joseph O'Hara from Raymond James Financial Services Advisors, IncFeb 26, 2024 · Affiliated broker-dealer or bank to independent RIA
- John Michael Mancinotti from Ameritas Advisory Services, LLCMar 10, 2023 · Affiliated broker-dealer or bank to independent RIA
- Clark Alan Engle from Souders Financial Advisors, LLCJan 25, 2022 · RIA to RIA
- Carson David Pearlman from Case Pearlman Retirement Plan Advisors, LLCJul 30, 2021 · Other
- Dennis Marc Pearlman from Case Pearlman Retirement Plan Advisors, LLCJul 27, 2021 · Other
- Thomas Edward Carline from Pnc Wealth ManagementFeb 23, 2021 · Other
- Philip W Parker from Ameriprise Financial Services, LLCFeb 28, 2020 · Affiliated broker-dealer or bank to independent RIA
- Jonathan Paul Hlavac from Mid Atlantic Financial Management, Inc.Mar 4, 2016 · Other
- Duane Jerrod Gillman from Mid Atlantic Financial Management, Inc.Mar 4, 2016 · Other
- Steven Glenn Murlin from Morgan StanleyApr 1, 2010 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Case Pearlman Retirement Plan Advisors, LLCOct 6, 2021 · Fort Myers, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Richard Everhart · Owner And Presidentcontrolsince 07/1995 · owns 50% to 75%
- Steven Reinsel · Owner, Chief Compliance Officer, Managing Partnercontrolsince 05/2016 · owns 5% to 10%
- James Matthew Romeo · Ownercontrolsince 05/2007 · owns 10% to 25%
- Frank Ciotola · Owner Officer, Managing Partnersince 01/2013 · owns 5% to 10%
- J Brian Hanna · Ownersince 09/2012 · owns 5% to 10%
Related persons
Schedule D 7.A
- Karen Payneinsurancey
- Penny Thrasherinsurancen
- Shannon Deboltinsurancey
- Thomas Brexinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dublin, Oh · principal | 36 | 8 | 0 | ||
| Fort Myers, Fl | 6 | 1 | 0 | ||
| Miamisburg, Oh | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Miamisburg, OH5 employees
- Fort Myers, FL3 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 10, 2026REINSEL, STEVEN (OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER) left Schedule A between the filings of 2016-05-23 and 2026-09-10peers: independent wealth managers, $1B to $5B (1,360)
- clients down average size upCombination · filing Mar 27, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $1,874,701,457 to $2,464,105,196, advisors 26 to 28, private clients 2934 to 2268, offices 2 to 2 (2025-03-18 to 2026-03-27)peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Financial planning clients · More than 500 to More than 500Jun 18, 2026 to Sep 10, 2026
- Succession · false to unsetJun 18, 2026 to Sep 10, 2026
- Accounts · 5,483 to 6,105Sep 12, 2025 to Mar 27, 2026
- Advisory employees · 26 to 28Sep 12, 2025 to Mar 27, 2026
- Charity clients · 0 to 1Sep 12, 2025 to Mar 27, 2026
- Corporate clients · 0 to 18Sep 12, 2025 to Mar 27, 2026
- HNW clients · 404 to 579Sep 12, 2025 to Mar 27, 2026
- Individual clients · 2,530 to 1,689Sep 12, 2025 to Mar 27, 2026
- Pension plan clients · 600 to 625Sep 12, 2025 to Mar 27, 2026
- Assets in custody · $100M to $121MSep 12, 2025 to Mar 27, 2026
- Employees · 47 to 59Sep 12, 2025 to Mar 27, 2026
- State-registered IARs · 26 to 28Sep 12, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.8B to $2.4BSep 12, 2025 to Mar 27, 2026
- HNW RAUM · $1.2B to $1.8BSep 12, 2025 to Mar 27, 2026
- Individual RAUM · $634M to $530MSep 12, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $43.3M to $38.6MSep 12, 2025 to Mar 27, 2026
- Pension RAUM · $75.3M to $77.5MSep 12, 2025 to Mar 27, 2026
- RAUM · $1.9B to $2.5BSep 12, 2025 to Mar 27, 2026
- Financial planning clients · More than 500 to More than 500Mar 18, 2025 to May 13, 2025
- Accounts · 4,645 to 5,483Dec 23, 2024 to Mar 18, 2025
- Advisory employees · 22 to 26Dec 23, 2024 to Mar 18, 2025
- HNW clients · 152 to 404Dec 23, 2024 to Mar 18, 2025
- Individual clients · 2,465 to 2,530Dec 23, 2024 to Mar 18, 2025
- Pension plan clients · 571 to 600Dec 23, 2024 to Mar 18, 2025
- Assets in custody · $1.0B to $100MDec 23, 2024 to Mar 18, 2025
- State-registered IARs · 22 to 26Dec 23, 2024 to Mar 18, 2025
- Discretionary RAUM · $1.4B to $1.8BDec 23, 2024 to Mar 18, 2025
- HNW RAUM · $363M to $1.2BDec 23, 2024 to Mar 18, 2025
- Individual RAUM · $1.0B to $634MDec 23, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $43.6M to $43.3MDec 23, 2024 to Mar 18, 2025
- Pension RAUM · $64.0M to $75.3MDec 23, 2024 to Mar 18, 2025
- RAUM · $1.4B to $1.9BDec 23, 2024 to Mar 18, 2025
- Accounts · 4,100 to 4,645Jan 30, 2024 to Mar 29, 2024
- Advisory employees · 25 to 22Jan 30, 2024 to Mar 29, 2024
- HNW clients · 56 to 152Jan 30, 2024 to Mar 29, 2024
- Individual clients · 2,342 to 2,465Jan 30, 2024 to Mar 29, 2024
- Pension plan clients · 516 to 571Jan 30, 2024 to Mar 29, 2024
- Assets in custody · $685M to $1.0BJan 30, 2024 to Mar 29, 2024
- Employees · 45 to 47Jan 30, 2024 to Mar 29, 2024
- State-registered IARs · 25 to 22Jan 30, 2024 to Mar 29, 2024
Signals
6 dated events
- Everhart Advisors reported RAUM $2.5B, up 31% from $1.9B (2025-09-12 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Everhart Advisors reported RAUM $1.9B, up 30% from $1.4B (2024-12-23 to 2025-03-18)Mar 18, 2025 · RAUM change · derived
- Everhart Advisors reported RAUM $1.4B, up 33% from $1.1B (2024-01-30 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Everhart Advisors reported RAUM $1.1B, up 33% from $822.5M (2021-07-28 to 2022-03-23)Mar 23, 2022 · RAUM change · derived
- Everhart Advisors reported RAUM $822.5M, up 55% from $532.1M (2020-07-16 to 2021-03-18)Mar 18, 2021 · RAUM change · derived
- Everhart Advisors reported RAUM $447.7M, up 33% from $335.9M (2018-09-13 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 239-482-8002reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 614-717-9705reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 937-260-4315reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/EVERHART-ADVISORSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- casepearlman.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 614-717-9705reportedpublic record, Form ADV, Sep 10, 2026
- Contact form
- everhartadvisors.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- everhartadvisors.com/meet-our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $68.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026