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Best financial advisors in New Albany, OH

Registered advisers within 25 miles of New Albany, OH.

Offices
840
Firms
304
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,187,262 clients when Item 5C has a number
Avg / client
$6.25M
Combined AUM ÷ clients

Nearby offices

Firms

M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
YFP WEALTH
KENNON-GREEN & CO.
EDWARD JONES
COLUMBUS INVESTMENT ADVISORY INC.
MORGAN STANLEY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LIDO
VELA INVESTMENT MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS FINANCIAL SERVICES INC.
OMEGA CAPITAL MANAGEMENT LLC
INDEPENDENT FINANCIAL PARTNERS
NEW EDGE WEALTH
PALMETTO WEALTH MANAGEMENT, LLC

Investors

Peyton Miller
Michael Vellucci
JASON ALLEN HOY
TIMOTHY Jason BAKER
Kimberly Michelle Bolton
Ituoghirisic Virginia Igoni
ANGEL MELGOZA
Joshua Allan Kennon
Aaron Michael Green
Ashly Lenee Vallimont
Jacob Paul Mark
Franklin Geno Giovannelli
H CARL JUCKETT
KRIS ADNAN Herminghuysen
Benjamin Aaron Desatnik
Jordan Lindh
Jeremy Adam Fleming
John Paul Dosen
Shane Moran
JEFFREY ROBERT SIMPSON
Karin Aey
MICHAEL JOSEPH PLATTE
James Thomas Simpson
CAITLIN E GALL
Patrick K Dundon
Kathryn A Kahn
WENDY MARIE CHANCE
GREGORY ALAN MUNSTER
RYAN BULES
Adam Christopher Osterling
Jon Ryan Morgan
LEWIS DORIAN SHORE
Nicholas Scott Hixon
MARYA CHANGIZI YOUNG
JASON RICHARD JOB
Thomas Lennox
Nicholas Rinker
Joseph Robert Marshall
Christopher Casto
David Gregory Shaver
Bradley Thomas Kirkbride
COURTNEY SOMMER FREED
AMY Jo WILSON
ROMEO VUTICEVSKI
PATRICK SCOTT CLARK
Cedric McClain
Ludgenane Schmidt
CHARLES HENRY DANKWORTH
WILLIAM D. FERRIEL
EUGENE DAVID BURSON
Sara Lisa Becker
Matthew Thomas Casey
LANCE ALAN WHITE

Within 25 miles of New Albany, OH, Best Investors lists 304 registered investment advisory firms with 840 offices nearby, managing about $19.9T in combined regulatory AUM across 3,187,262 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in New Albany

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM