How many financial advisors are in New Albany, Ohio?

Falists lists 6 registered investment advisers with a principal office or filing address in New Albany, Ohio, based on public SEC IAPD data.

How do financial advisors in New Albany charge fees?

Fee structures vary by firm. In New Albany, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for New Albany?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Ohio · 6 advisers

Financial Advisors in New Albany, Ohio

Looking for a financial advisor in New Albany, Ohio? Falists indexes 6 SEC-registered and state-registered investment advisers in New Albany — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $562.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$562.9M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning4 Trusts6 Retirement3 Institutional2

Top advisors in New Albany

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

VELA INVESTMENT MANAGEMENT, LLC

New Albany, OH

AUM

$562.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

23 advisors

Clients

Fees

Percentage of AUM · Fixed fees +2 more

(614) 653-8352

Full profile Visit site →

KENNON-GREEN & CO.

New Albany, OH

AUM

$171.4M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

(614) 656-3638

Full profile Visit site →

YFP WEALTH

New Albany, OH

AUM

$53.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

614-618-5901

Full profile Visit site →

PALMETTO WEALTH MANAGEMENT, LLC

New Albany, OH

AUM

$32.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

(843) 589-9535

Full profile Visit site →

OMEGA CAPITAL MANAGEMENT LLC

New Albany, OH

AUM

$4.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

614-721-4534

Full profile Visit site →

COLUMBUS INVESTMENT ADVISORY INC.

New Albany, OH

AUM

$453.7M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

614-882-1418

Full profileNo website

More cities in Ohio

Cincinnati (129)Columbus (82)Cleveland (49)Dublin (38)Akron (21)Beachwood (21)Dayton (18)Independence (17)Westlake (17)Westerville (16)Canton (15)Toledo (14)

Common questions

How many financial advisors are in New Albany, Ohio?: 6 registered investment advisers are listed in our New Albany directory, sourced from public SEC filings.
What types of advisors are in New Albany?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in New Albany?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.