Top financial advisors in New Albany, OH
We've curated a list of the best financial advisors in New Albany, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $323,046,773 Number of advisors 8 advisors | |||
| 2 | Assets under management $26,074,535 Number of advisors 1 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in New Albany, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Columbus Investment Advisory Inc.
Columbus Investment Advisory, Inc. is a privately held Subchapter S Corporation specializing in managing investment assets for individuals and families since its establishment on January 1, 1996. Led by principal owner John Schlater, the firm's mission is to provide trusted advice tailored to clients' unique goals and circumstances. With discretionary assets under management totaling $405,608,867 as of December 31, 2024, the firm offers personalized portfolios reflecting clients' risk tolerance, return expectations, and tax situations. Fees for investment management services are based on a percentage of the portfolio's market value, with an annual fee ranging from 1.00% to 0.35%. The minimum annual fee is $2,500. Clients may pay fees quarterly by check or portfolio debit. The firm also charges fees for financial consulting services based on time and nature of services provided. Columbus Investment Advisory does not engage in performance-based fees or side-by-side management arrangements. The firm conducts fundamental investment research for stock selection and favors companies with specific valuation criteria. For bonds, quality ratings and various financial metrics are considered. Asset allocation guidelines are established based on clients' income needs, risk tolerance, and investment horizon. The firm maintains a diversified portfolio of 30 to 40 stocks and focuses on safety and income with bonds. Clients primarily include high net-worth individuals, families, trusts, IRAs, and charitable foundations. The firm acts as a fiduciary and provides investment advisory services on a discretionary basis.
$323,046,773 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Financial Consulting.
Palmetto Wealth Management, LLC
Palmetto Wealth Management, LLC, founded in May 2009, is led by John Gustafson, who serves as the Managing Member and Chief Compliance Officer. With a BS in Marketing from The Pennsylvania State University, Gustafson has been in the financial industry since November 2001, previously with UBS Financial Services, Inc. As a fiduciary, Gustafson does not have any reportable disciplinary information and does not engage in other business activities or receive additional compensation beyond the fee-based structure at Palmetto Wealth Management, LLC. Operating without supervision, Gustafson ensures compliance through written supervisory procedures. Clients of Palmetto Wealth Management, LLC benefit from Gustafson's expertise and commitment to acting in their best interests. For those considering the firm's services, it is important to note that Gustafson has a clean record with no reportable arbitration claims, civil liabilities, regulatory proceedings, or bankruptcies. More details about Gustafson can be found on the SEC's website for further due diligence.
$26,074,535 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in New Albany, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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