Awards and Recognitions

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.

For more information, visit here.

Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State 2024

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Logan Jones nominated himself and applied for this award. Everhart Advisors/Logan Jones was not required to belong to an organization or subscribe to a magazine service to be eligible. Everhart Advisors did pay to use the award logo to advertise the award. The number of nominations received for this award was 45,996 (for all the ranking categories), based on high thresholds and qualifications. The list contains 1,621 financial advisors. SHOOK^® Research selected the winners. The list was published on August 8, 2024.

For more information, visit here. To view the list, click here.

2024 PLANADVISER Emerging Leaders

The PLANADVISER Emerging Leaders recognition is given to members of the retirement plan advisory industry whose managers and peers believe are poised to advance the profession in the future. To be considered, potential recipients must be nominated and have worked in the retirement plan advisory industry for at least three years, but no more than 10. The award is open to individuals across all areas of the business—advising, operations, client relations, data, participant education, etc. Each nominee must get support from their lead adviser to be considered. Nominees are asked to opt in to the awards program and complete a Q&A. Judges review the nominations and Q&As and select recipients.

For the 2024 awards, 81 nominations were received, and 30 award recipients were selected. No individual or firm pays, or is paid, a fee to participate in the program. Nominees can apply again in subsequent years as long as they continue to meet the requirements. Everhart Advisors/Max Rosenthal was not required to belong to an organization or subscribe to a magazine service to be eligible. Everhart Advisors did pay to use the award logo to advertise the award. The PLANADVISOR staff selected the winners. For 2024, the list of winners was published on August 19, 2024.

For more information, visit here.

The Fast 50

To make the Fast 50, companies must be for-profit and privately held, with at least $1 million in annual revenue in one of the past three years. Nominated companies share their financial information with GBQ Partners, which calculates the Fast 50 based on the highest growth rates during the prior calendar year. For the years 2012-2015 and now 2018-2024, 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 to advertise the award. 68 companies were nominated and 61 completed the qualification form. 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 2024, the final selections were posted on September 3, 2024 and the award reception will take place on October 17, 2024.

For more information, visit here.

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.

For more information, visit here.

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.

For more information, visit here.

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.

For more information, visit here.

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.

For more information, visit here.

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.

For more information, visit here.

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.

For more information, visit here.