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Nationwide Investment Advisors, LLC

Updated today

Client assets under management

$16,701,000,000

Clients

251,200

0% high-net worth

Advisors

403

of 403 employees

Firm type

Enterprise

51-2,000 advisors or $10B+ in AUM

Clients per advisor

625

Very High

Average account size

$66,485

About

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.

Client services

Portfolio management Selection of other advisers

Expertise

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Retired Founder/Business Owner

Fee options

Percentage

$0+: Up to 1.00% annually (ProAccount for Nationwide Retirement Program participants, private sector plans) $0+: Up to 0.65% annually (ProAccount for Nationwide Governmental and Institutional Plans) $0+: Up to 0.02% annually (Smart Alliance for governmental plan sponsors) $0+: Up to 0.50% annually (Advice Program for plan sponsors)

Other

Fee-only: MIP service has no separate fee charged to clients

Main office location

Nationwide Investment Advisors, LLC

One Nationwide Plaza, 03 07 202

Columbus OH 43215, United States

Number of offices

9

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Michelle C

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michelle Calloway is a ChFC® credentialed financial advisor with eight years of industry experience, currently serving at Nationwide Investment Advisors, LLC. Her prior work includes roles at State Auto Insurance Companies and several other firms in 2017. Outside of her advisory work, she holds the position of Chief Christian Education Officer at Friendship Missionary Baptist Church in Columbus, OH. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Caritas P

CFP®, ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Caritas Palmisano is a CFP® and ChFC® with nine years of industry experience, currently serving at Nationwide Investment Advisors, LLC since 2018. Her prior roles include positions with Capital One Advisors and Regions Bank. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a network of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Justin G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Justin Guarino is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Nationwide Investment Services Inc since 2019 and previously at Checks an Balances Inc. from 2018 to 2019. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves around 270,000 retail participant accounts through discretionary and non-discretionary services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Andre R

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Andre Reguinho is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Merrill Lynch. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Denton S

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Denton Smith is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Nationwide Investment Services Corporation, Infinex Investments, and Community Bank of the Chesapeake. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large base of retail participant accounts within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Kerryl J

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kerryl Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Wells Fargo Clearing, and Wells Fargo Advisors. She serves as a board member for Prodigal Business Systems, a role she has held since 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advisory services focused on ERISA 401(k), 403(b), and 457(b) plans. The firm employs independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Jason B

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jason Bowen is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Gwfs Equities, Inc., Mml Distributors, LLC, and MassMutual. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Eric S

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Eric Stevenson is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has been associated with Nationwide Investment Services Corporation and Nationwide since 2006 and has been involved with Watermerk Services since 2001. Outside of his advisory work, he has a rental business related to Wendy's buildings. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily for retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large retail participant base through both discretionary and non-discretionary services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Jonathan M

Series 63, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jonathan Michaels is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Nationwide Investment Services Corporation and Nationwide Mutual Insurance. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Justin B

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Justin Bailey is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Transamerica Investors Securities, CUSO Financial Services, Wells Fargo Clearing, and Zacks Investment Management. Outside of his advisory work, he has worked as an independent rideshare driver for Lyft and Uber since 2016. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Matthew R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Rizzo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Nationwide Investment Services Corp since 2020 and has prior experience with PNC Funds Distributor, LLC and PNC Capital Advisors dating back to 2010. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Steven S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Steven Schmittauer is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Nationwide Financial since 2006. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm partners with independent fiduciary experts to develop model portfolios and serves a large client base through discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Jared W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jared Williams is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he serves as a referee and assistant referee for Montana youth soccer games. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Candice C

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Candice Cataldi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Klark K

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Klark Krauter is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2003. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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