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NATIONWIDE INVESTMENT ADVISORS, LLC

CRD 142373File 801-52664
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$16.73B
Top 10% of cohort (national)
Discretionary AUM
$16.73B
Clients
251,223
251,223 accounts
Employees
401
Top 10% of cohort in OH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Aug 30, 1996
Principal office
ONE NATIONWIDE PLAZA, 03-07-202, COLUMBUS, OH, 43215
Phone
614-435-8371
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$16.73B
Discretionary AUM
$16.73B
Non-discretionary AUM
$0
Discretionary accounts
251,223
Non-discretionary accounts
0
Total accounts
251,223
AUM per client
$67K

Clients by type

ADV Item 5D
Client typeClientsAUM
Pension and profit sharing plans23$29.0M
Individuals (other than high net worth individuals)251,200$16.70B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D2

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees417401decreased by16
Apr 1, 2026Clients270,365251,223decreased by19,142
Apr 1, 2026AUM$15,686,000,000$16,730,000,000increased by$1,044,000,000
Apr 1, 2026Accounts270,365251,223decreased by19,142
May 1, 2025
vs Oct 1, 2022
Employees410417increased by7
May 1, 2025
vs Oct 1, 2022
Clients238,437270,365increased by31,928
May 1, 2025
vs Oct 1, 2022
AUM$13,510,000,000$15,686,000,000increased by$2,176,000,000
May 1, 2025
vs Oct 1, 2022
Accounts238,437270,365increased by31,928
Apr 1, 2022Employees416410decreased by6
Apr 1, 2022Clients226,504238,437increased by11,933
Apr 1, 2022AUM$11,342,000,000$13,510,000,000increased by$2,168,000,000
Apr 1, 2022Accounts226,504238,437increased by11,933
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “NATIONWIDE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NATIONWIDE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.