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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Nationwide Investment Advisors LLC
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| CRD # | 142373 |
| SEC # | 801-52664 |
| CIK # | |
| AUM | $15.7 B (2025-07-08) |
| Employees | 417 (80% Investors, 100% Brokers) |
| Phone | 614-435-8371 |
| Address | One Nationwide Plaza Columbus, OH 43215 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270,337 | 15.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 270,365 | 15.7 |
| By Discretionary | ||
| Discretionary | 270,365 | 15.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 270,365 | 15.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.7 | |
| Total | 270,365 | 15.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
F/m Investments LLC
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|
DC | 16.9 |
|
Guideline Investments LLC
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|
CA | 16.5 |
|
The London Company of Virginia LLC
✚
|
VA | 16.0 |
|
Vaughan Nelson Investment Management LP
✚
|
TX | 15.9 |
|
We Family Offices LLC
✚
|
FL | 15.4 |
|
Fiduciary Management Inc
✚
|
WI | 15.0 |
|
Summit Financial LLC
✚
|
NJ | 15.0 |
|
Troy Asset Management Ltd
✚
|
14.8 | |
|
Envestnet Retirement Solutions LLC
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|
IL | 14.5 |
|
Mycio Wealth Partners LLC
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|
PA | 14.4 |