Awards and Recognitions

We have been recognized for our service to plan sponsors and their participants.
We are pleased to state those and other awards here.

PLANSPONSOR Retirement Plan Adviser of the Year

We were named 2018 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year by PLANADVISER magazine. This national award recognizes advisers who demonstrate leadership and a commitment to excellence for their retirement plan sponsor clients and participants.

For more information visit here.

PLANADVISER’s Top 100 Retirement Plan Advisers

This is an annual listing of advisers that stand out among their peers in the industry based on quantitative measures such as the dollar value of employer-sponsored retirement plan assets under administration (AUA), or the number of plans under advisement.

For more information visit here.

NAPA Top DC Advisor Multi-Office Firms

This recognition highlights the nation’s leading retirement plan advisor firms. Unlike other lists, this one focuses on advisers’ defined contribution plan practice.

For more information visit here.

FT Top Financial Advisers

We have been named to this list of elite professionals who advise on employer’s defined contribution plans by the Financial Times. The FT 401 top retirement advisers in the US are graded based on seven factors: DC assets under management, specialization in the DC business, growth rate in DC plan business, years of experience advising DC plans, industry certifications, participation rate in DC plans advised and compliance record.

For more information visit here.

The Fast 50

The Fast 50 recognition honors independent, privately held companies in Central Ohio that experienced the largest percentage increase in annual revenue from the prior calendar year among the nominated companies. For the 2019 award, there were 66 nominees. Everhart Advisors also received this recognition for 2012-2015 and 2018.

For more information visit here.

Ohio Success Awards

This award honors the most successful organizations across the state of Ohio. Everhart Advisors was recognized for demonstrating growth both in revenue and employees, as well as being involved in our community and service in our industry.

For more information visit here.


Everhart Advisors did not pay to be considered for the recognitions listed above and did not buy any related advertising from the sponsoring organizations. For the PLANSPONSOR and PLANADVISER awards, Everhart Advisors paid for the use of the award logos and reprint of articles, and in some cases, paid to attend award ceremonies.