Nationwide Investment Advisors, LLC

RIASEC RegisteredEst. 1996
Total AUM
$16.7B
Discretionary
$16.7B
100% of AUM
Avg account
$66.6K
Accounts
251,223
Employees
401
Advisory reps
400

Firm details

Headquarters
Columbus, Ohio
CRD number
142373
Registered since
August 30, 1996
Custodians
NATIONWIDE SECURITIES, LLC, NATIONWIDE SECURITIES, LLC
Fee structure
Percentage of AUM
Client types
  • Individuals99.83%
  • Pension & Profit Sharing Plans0.17%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Nationwide Investment Advisors, LLC is a limited liability company that has been SEC-registered since 1996 and is classified as a non-independent retail registered investment adviser. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory offerings include portfolio management for individuals and small businesses, portfolio management for institutional clients, and the selection of third‑party investment advisers. The firm is not flagged as an active ESG investor and is not designated as a multi‑state adviser on its ADV. The firm's regulatory and affiliation footprint indicates relationships across the financial services ecosystem: its disclosures list connections with broker‑dealers, other investment advisers, banking or thrift institutions, insurance companies, pension consulting, and roles as sponsor or manager of pooled investment vehicles. Those affiliations are consistent with its non‑independent retail classification and the custody arrangements described below.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Private Funds 8%, Cash & Cash Equivalents 6%86%
  • Public Funds/Mutual Funds86%
  • Private Funds8%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • Weltha Smith

    Service Team CoordinatorCRD 4728163

Contacts

3 of 399
  • Anousone Gravitt

    Anousone Gravitt

    AVPCRD 5550607

  • Lynn Robinette

    Senior Retirement SpecialistCRD 4782444

  • Andrew Adams

    Andrew Adams

    Internal Retirement SpecialistCRD 7001694

Unlock 396 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
1 Nationwide Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth