AdvisorGrade

Financial advisers in New Albany, OH

4 registered investment adviser firms in New Albany managing $1.2B in assets, based on public SEC Form ADV filings.

Vela Investment Management, LLC

New Albany, OH · Est. 2020

Local
Fee-based
AUM
$563M
Per adviser
$24M
Advisers
23

No reported disclosures

Columbus Investment Advisory INC.

New Albany, OH · Est. 1996

Local
Fee-only
AUM
$454M
Per adviser
$113M
Advisers
4

No reported disclosures

Kennon-Green & Co.

New Albany, OH · Est. 2022

LocalInternational
Fee-based
AUM
$171M
Per adviser
$86M
Advisers
2

No reported disclosures

Yfp Wealth

New Albany, OH · Est. 2020

Local
Fee-based
AUM
$53M
Per adviser
$13M
Advisers
4

No reported disclosures