Everhart Advisors Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers

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This marks the fifth time the firm has been distinguished with this recognition.

Everhart Advisors' Team

Everhart Advisors was recognized in the large team segment, having a team with 11 to 35 members and more than 150 plans under advisement.

Everhart Advisors is pleased to announce it has been named as one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers.

The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams 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. Only advisers who participate in the PLANADVISER’S annual adviser survey are eligible to be considered for the recognition.

The Top 100 Retirement Plan Advisers is segmented into four groups based on the size of the team, including advisers and support staff. Everhart Advisors was recognized in the large team segment, having a team with 11 to 35 members and more than 150 plans under advisement.

The 2018 PLANADVISER Top 100 Retirement Plan Advisers list is available online at https://www.planadviser.com/awards/top-100. It was printed in the January–February issue of PLANADVISER magazine, and the advisers named to the list will also be honored at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 29. Please visit the event page for more information.

PLANADVISER Top 100
The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, he had to submit a completed entry to the 2017 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.

PLANADVISER
Through its magazine, website, events and email newsletter, PLANADVISER, a part of Strategic Insight, provides comprehensive industry news, regulatory and investment information, research and training to financial advisers who specialize in the sale, design and administration of institutional qualified and nonqualified retirement plans and executive compensation plans, including 401(k), defined benefit and deferred compensation plans. For more information, please visit http://www.planadviser.com.

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Carly DeBaldo
@EverhartAdvisor
since: 04/2013
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