Nationwide Investment Advisors, LLC is a large advisory firm based in Columbus. It manages $7.09 billion of regulatory assets for 189,223 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Nationwide Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nationwide Investment Advisors, LLC is $7.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 425% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Nationwide Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of William George Goslee is individuals with 189,188 clients and $7.02 billion of assets under management. Among the 8 most similar advisory firms, Nationwide Investment Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $7.09 billion for 189,223 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Nationwide Investment Advisors doesn't advise any private funds.
The company employs 430 people that are either part- or full-time employees. 84 percent of the employees work as investment advisers or researchers. 361 employees are registered as investment adviser representatives with the state securities authorities.
There are 89 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William George Goslee has been acting as President since 1 May 2006. Keith Donald Wild joined the executive team most recently as the Vice President And Treasurer.
The principal office where Nationwide Investment Advisors, LLC performs its advisory services is located at 10 West Nationwide Blvd, Columbus, OH 43215, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-435-8371 or by fax 855-380-4611. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.