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
401

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 an SEC-registered investment adviser organized as an LLC and operating since 1996. The firm manages portfolios for individual and family clients as well as institutional and business accounts, charging fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals/small businesses, portfolio management for institutions or businesses, and selection of third‑party advisers. FINTRX notes several industry linkages: the firm has affiliations across broker‑dealer, banking, insurance, pension consulting, and sponsor/GP roles, indicating integration with product sponsors and external manager relationships. The firm is not identified as an active ESG investor and, in FINTRX’s classification, is not flagged as a multi‑state adviser.

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 400
  • ANOUSONE GRAVITT

    AVPCRD 5550607

  • LYNN ROBINETTE

    Senior Retirement SpecialistCRD 4782444

  • Andrew Adams

    Internal Retirement SpecialistCRD 7001694

Unlock 397 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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