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.

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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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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.

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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.

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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.

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. 94 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.

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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 more information visit here.