Awards and Recognitions

PLANSPONSOR Retirement Plan Adviser of the Year

Qualifying advisers had to have significant business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; have regular service delivery and client contact; be committed to fee-based compensation; and use specific outcome-based metrics of plan success with clients with recognized client progress toward those metrics.

We nominated ourselves and submitted an application for this award. Everhart Advisors was not required to belong to an organization, or subscribe to a magazine service to be eligible. We did not pay a fee to participate in the award. We did pay to use the award logo and PDF reprints to advertise the award. The number of applicants for this award was undisclosed. The PLANADVISER staff selected the winners. One award was given in the Mega Team Category. We were named as a finalist on February 21, 2018 and announced as the winner on March 29, 2018.

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2018 Retirement Plan Advisor of the Year Awards and Recognitions.

PLANADVISER’s Top 100 Retirement Plan Advisers

Top 100 designees are named based on the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement. To be eligible, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey. Respondents are divided into categories for evaluation, defined by the number of employees.

We nominated ourselves and submitted an application for this award. Everhart Advisors was not required to belong to an organization or subscribe to a magazine service to be eligible. We did not pay a fee to participate in the award. We did pay to use the award logo and PDF reprints to advertise the award. The number of applicants for this award was undisclosed. The PLANADVISER staff selected the winners. 100 retirement plan advisers were selected for the list.

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2024 PLANADVISER Top Retirement Plan Advisers

The 2024 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2023. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% -100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.

We nominated ourselves and applied for this award. Everhart Advisors was not required to belong to an organization or subscribe to a magazine service to be eligible. We did pay to use the award logo to advertise the award. The number of applicants for this award was undisclosed. The list contains 263 retirement plan advisers. The PLANADVISOR staff selected the winners. For 2024, the list of winners was published on March 14, 2024.

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The Fast 50

To make the list as a for-profit company, companies must be privately held with at least $1 million in annual revenue over the past three years. For the years 2012-2015 and now 2018-2023, we’ve been a part of the Fast 50 list.

We nominated ourselves and submitted an application for this award. Everhart Advisors was not required to belong to an organization, or subscribe to a magazine service to be eligible. We did not pay a fee to participate in the award. We did pay to use the award logo, and for a desktop marquee and wall plaque to advertise the award. 87 companies were nominated. GBQ Partners compiled the list on behalf of Columbus Business First based on data submitted by applicants. 50 companies were selected for the list. For 2023, the final selections were posted on August 31, 2023 and the award reception took place on October 19, 2023.

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Winner of the Financial Planning Services Category in the CBUS Top Picks Community’s Choice Awards

We were voted the 2023 winner of the Financial Planning Services Category in the CBUS Top Picks Community’s Choice Awards. Each year, the CBUS Top Picks Community’s Choice Awards recognizes more than 450 businesses and organizations in more than 140 categories. This annual awards program invites the Columbus community to nominate and vote for their favorite local businesses.

During the nomination period from July 3rd-24th, we were nominated as a choice by community members. We advanced as a top 5 nominee to the voting round held September 8th-22nd, where locals cast votes for their preferred businesses. With the most votes in our category, we have been named the winner of the 2023 Financial Planning Services Category.

Everhart Advisors was not required to belong to an organization, or subscribe to a magazine service to be eligible. We did not pay a fee to participate in the award. We did pay a fee to advertise the award through The Columbus Dispatch. The number of nominations for this award was undisclosed. Winners were announced at the award ceremony on November 30, 2023.

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NAPA Top DC Advisor Multi-Office Firms

The list below is based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2022 (unless otherwise noted) for the organizations that submitted data. Firms listed had to have more than one office/physical location to be included and had to have in excess of $1 billion in DC assets under advisement.

We nominated ourselves and submitted an application for this award. Everhart Advisors was not required to belong to an organization or subscribe to a magazine service to be eligible. We did not pay a fee to participate or advertise the award. The number of applicants for this award was undisclosed. The National Association of Plan Advisors selected the winners. 32 defined contribution plan advisers were selected for the list. For 2022, winners were announced on March 23, 2023.

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FT Top Financial Advisers

Applicants were required to advise at least $75m in DC plan assets and have at least 20 percent of their client assets in DC plans. The qualifying advisers completed a questionnaire about the details of their practice and we added that information to our own research. Advisors were graded based on six broad factors including: DC assets under management (AUM); growth rate in DC plan business; specialization in the DC business; experience advising on DC plans; industry certifications; and compliance record. Among the top factors in the scoring, DC plan assets accounted for roughly 60 to 65 per cent of each adviser’s score, on average. Another 12 to 18 percent of the score derived from the growth in the adviser’s DC business (as measured in both DC assets and number of DC plans advised). Firms’ three-year growth rate was used. We nominated ourselves and submitted an application for this award. Everhart Advisors was not required to belong to an organization, or subscribe to a magazine service to be eligible. We did not pay a fee to participate or advertise the award. The number of applicants for this award was undisclosed. The Financial Times selected the winners. 401 advisers were selected for the list. For 2019, the list of winners was published on October 9, 2019.

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Ohio Success Awards

Awardees must have demonstrated growth in revenue and employees, as well as having demonstrated involvement in their community and service in their industry and that their efforts have made lasting impact.We nominated ourselves and submitted an application for this award. Everhart Advisors was not required to belong to an organization, or subscribe to a magazine service to be eligible. We did not pay a fee to participate or advertise the award. The number of applicants for this award was undisclosed. The Ohio Business Magazine selected the winners. 31 organizations were selected for the list. For 2020, winners were notified on December 17, 2019.

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2019 and 2020 Ohio Success Awards and Recognitions.