Vault-13

Managers in New Albany, OH

United States · 48 asset managers within 25 km (3 in New Albany itself) · 117 wealth managers, banks and others

New AlbanyCincinnatiWest ChesterLovelandPittsburghSewickleyWexfordCovingtonCanonsburgColumbus
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Columbus, OH 40 · Dublin, OH 10 · Westerville, OH 5 · Lewis Center, OH 1 · Pickerington, OH 1 · Powell, OH 1 · Hilliard, OH 1 · Grove City, OH 1 · Heath, OH 1 · Lancaster, OH 1

Asset managers in and around New Albany

#Manager People here Assets Visa salary
1 JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Columbus, Westerville J.P. MORGAN INVESTMENT MANAGEMENT INC., J.P. Morgan Securities LLC, 55I, LLC · 21 related pages $3.5tn · visa salary $135,200 223main office $3.5tn $135,200906 filings
2 NATIONWIDE MUTUAL INSURANCE COMPANY Columbus NATIONWIDE ASSET MANAGEMENT, LLC, Nationwide Asset Management LLC $15.2bn · visa salary $140,026 about 107main office $15.2bn $140,0265 filings
3 First Eagle Investment Management, LLC hedge funds, private equity, structured credit, mutual funds and 2 more · Columbus Diamond Hill Capital Management, LLC (Investment Advisor) · 6 related pages $136.5bn about 42main office $136.5bn
4 VELA Investment Management, LLC mutual funds · New Albany $562.9m about 23main office $562.9m
5 NATIONWIDE FUND ADVISORS mutual funds · Columbus NATIONWIDE FUND ADVISORS, NATIONWIDE SECURITIES, LLC $83.1bn about 22main office $83.1bn
6 ROCKBRIDGE CAPITAL, LLC private equity, real estate, futures · Columbus $5.0bn about 21main office $5.0bn
7 DRIVE CAPITAL LLC venture · Columbus $4.4bn about 11main office $4.4bn
8 WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC real estate · Westerville $1.8bn about 8main office $1.8bn
9 World Investment Advisors institutions · Columbus $71.6bn 7 $71.6bn
10 EDELMAN FINANCIAL ENGINES Columbus $326.3bn 5 $326.3bn
11 Brandywine Global Investment Management, LLC hedge funds, mutual funds, futures · Columbus $65.4bn 5 $65.4bn
12 ACCOLADE ASSET/LIABILITY ADVISORY SERVICES institutions · Columbus $1.6bn about 5main office $1.6bn
13 Schneider Downs Wealth Management Advisors, LP institutions · Columbus $3.3bn 4 $3.3bn
14 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Columbus Mercer Investments LLC · 3 related pages $226.0bn 3 $226.0bn
15 ORIX Corp hedge funds, private equity, structured credit, mutual funds and 3 more · Columbus LUMENT INVESTMENT MANAGEMENT, LLC · 9 related pages $81.4bn 3 $81.4bn
16 WELLTH ADVISORY SERVICES, LLC institutions · Westerville $26.7bn 3 $26.7bn
17 3A PARTNERS, LLC Columbus 3
18 Simplicity Wealth,LLC Lewis Center $4.3bn 2 $4.3bn
19 GRANDVIEW PARTNERS MANAGEMENT, LLC private equity · Columbus 2main office
20 BLUE OWL INSURANCE SOLUTIONS institutions · Columbus $25.8bn 1 $25.8bn
21 RETIREMENT PLANS, INC. institutions · Westerville $224.9m about 1main office $224.9m
22 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Columbus CITIZENS SECURITIES, INC. · 70 related pages $368.7bn office $368.7bn
23 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Columbus Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
24 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Columbus Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
25 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Columbus, New Albany W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn 2 offices $93.5bn
26 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO asset owner · Columbus $34.0bn based here $34.0bn
27 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Columbus Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
28 ALLSTATE CORP structured credit, wealth · Pickerington ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
29 StoneX Group Inc. institutions, FCA fund manager, wealth · Columbus StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
30 Nationwide Fund Advisors Columbus $2.4bn based here $2.4bn
31 BRR OpCo, LLC Columbus $814.3m based here $814.3m
32 Private Wealth Strategies, L.L.C. New Albany $498.4m based here $498.4m
33 Joseph Group Capital Management Columbus $476.0m based here $476.0m
34 J. W. Coons Advisors, LLC Columbus $442.0m based here $442.0m
35 Cambridge Financial Group, Inc. Columbus $287.4m based here $287.4m
36 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO asset owner · Columbus $277.5m based here $277.5m
37 Fullen Financial Group Columbus $185.5m based here $185.5m
38 Graver Capital Management, LLC Columbus $140.4m based here $140.4m
39 NorthAvenue LLC Columbus $139.6m based here $139.6m
40 Centricity Wealth Management, LLC Westerville $125.1m based here $125.1m
41 CORE INVESTMENT ADVISORS LLC real estate · Columbus office
42 HEARTLAND GROUP HOLDINGS LLC private equity, venture · Columbus office
43 NARYA CAPITAL MANAGEMENT, LLC venture · Columbus office
44 NCT FUND MANAGEMENT, LLC venture · Columbus office
45 PMC SPORTS venture · Columbus office
46 R1 CAPITAL, INC. private equity, venture · Columbus office
47 STONEHENGE PARTNERS, CORP. private equity · Columbus office
48 WATERMARK INVESTMENT MANAGEMENT COMPANY, LLC private equity · Columbus office

48 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.