City
Wealth management firms in New Albany, Ohio
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in New Albany, Ohio reported $1.0 billion in regulatory assets under management; the largest by assets was Columbus Investment Advisory Inc., with $453.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $143.8 million
- SEC-registered, of those listed
- 4 of 7 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Columbus Investment Advisory Inc. | SEC | $453.7 million | 307 |
| 2 | Neu Wealth Group | SEC | $291.8 million | 399 |
| 3 | Kennon-Green & Co. | SEC | $171.4 million | 292 |
| 4 | Yfp Wealth | SEC | $53.2 million | 715 |
| 5 | Palmetto Wealth Management, LLC | State | $32.4 million | 90 |
| 6 | Omega Capital Management LLC | State | $4.0 million | 4 |
| 7 | Elevate Wealth Management | State | $0 | 0 |
Wealth management firms in Ohio, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.