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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Albany, OH

Every SEC-registered investment adviser representative at a firm office in New Albany, with the firms that employ the most of them.

81 registered advisors work in New Albany; the most are at UBS Financial Services Inc. (9). 10 list the CFP designation and 58 are also registered broker representatives.

Firms with the most advisors in New Albany

FirmAdvisors in New Albany
UBS Financial Services Inc. news9
Morgan Stanley news7
MML Investors Services, LLC6
Lido5
Wells Fargo Advisors Financial Network, LLC news5
Ameriprise Financial Services, LLC news4
LPL Financial LLC news4
Raymond James Financial Services Advisors, Inc. news4
Columbus Investment Advisory Inc.3
Edward Jones news3
J.P. Morgan Securities LLC news3
Yfp Wealth3
M Holdings Securities, Inc.2
Osaic Wealth, Inc. news2
Spc2
Thrivent Investment Management Inc.2
Vela Investment Management, LLC2
Blackrock Investment Management, LLC1
Creativeone Wealth, LLC1
Elevate Wealth Management1
Fifth Third Securities, Inc.1
Goodrich Asset Management LLC1
Huff Wealth Management LLC1
Kennon-Green & Co.1
LPL Enterprise, LLC news1

Advisors in New Albany, A to Z

CFP advisors in New Albany →

Other cities in Ohio

All of Ohio →

Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102

Questions

How many financial advisors are in New Albany, OH?

81 investment adviser representatives are registered at firm offices in New Albany, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 58 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in New Albany?

UBS Financial Services Inc., with 9 registered advisors in New Albany, followed by Morgan Stanley with 7.

How do I check a financial advisor in New Albany?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.