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EVERHART ADVISORS

DUBLIN, OH · CRD 107091 · IAPD ↗ · 614-717-9705

$2.46BRegulatory AUM
28Advisory reps
59Employees
554Clients
More than 500Planning clients
0Private funds
31States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
June 2026 — EVERHART ADVISORS notice-filed in ID, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — EVERHART ADVISORS reported RAUM up 31% ($1.87B -> $2.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
June 2025 — EVERHART ADVISORS notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — EVERHART ADVISORS reported RAUM up 30% ($1.45B -> $1.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2025 — EVERHART ADVISORS notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
October 2024 — EVERHART ADVISORS notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — EVERHART ADVISORS notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — EVERHART ADVISORS reported RAUM up 33% ($1.08B -> $1.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2024 — EVERHART ADVISORS notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.