A complete list of active advisors currently associated with Nationwide Investment Advisors, LLC

Warmer can help you find a great advisor at Nationwide Investment Advisors, LLC or one who fits your needs even better.

Nationwide Investment Advisors provides investment advisory services to retirement plan sponsors and to plan participants, offering both discretionary portfolio management and non‑discretionary advice for ERISA 401(k), profit‑sharing plans and public‑sector 403(b)/457(b) plans. Its programs include ProAccount (a discretionary managed account), My Investment Planner (non‑discretionary participant advice), Smart Alliance (sponsor lineup recommendations) and an Advice Program for trustee‑directed plans. The firm’s investment process relies on third‑party investment experts to develop and maintain model portfolios — Wilshire Advisors serves as the Independent Financial Expert and Portfolio Strategist for multiple programs and Creative Planning serves as the IFE for Smart Alliance — and NIA implements those model allocations for ProAccount under limited discretionary authority. Participant and sponsor questionnaires create individualized risk profiles and drive asset allocation and rebalancing, while MIP and Smart Alliance deliver recommendations that participants or plan sponsors must implement. NIA operates at scale within the Nationwide enterprise, reporting roughly 251,200 clients and about 403 advisors and managing the bulk of its discretionary assets through ProAccount, which contributes the majority of its reported AUM. The firm’s integration with affiliated custodial, insurance and recordkeeping entities (including Nationwide Trust Company and Nationwide Life Insurance Company) and its routine use of plan‑level directed enrollment/QDIA arrangements and outside IFEs are distinguishing operational features that shape how it onboards and manages large numbers of plan participants.

To learn more about the advisors currently working at Nationwide Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.