Top Financial Advisors in Columbia, South Carolina
Finding the right financial advisor in Columbia is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Columbia, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Columbia, SC.
Find the Best Financial Advisor Firms in Columbia:
SOUTHSTATE ADVISORY, INC.
CRD#: 153113
Address: 520 Gervais St, Columbia, SC 29201
Clients: 98
Average Clients per Advisor: 9
AUM: $ 3.1B
ABACUS PLANNING GROUP, INC.
CRD#: 107994
Address: 2500 Devine Street, Columbia, SC 29205-2400
Clients: 56
Average Clients per Advisor: 9
AUM: $ 1.5B
ANCHOR INVESTMENT MANAGEMENT
CRD#: 135296
Address: 3205 Devine Street, Columbia, SC 29205
Clients: 421
Average Clients per Advisor: 46
AUM: $ 936M
HOBBS GROUP ADVISORS LLC
CRD#: 157274
Address: 1704 Laurel Street, Columbia, SC 29201
Clients: 193
Average Clients per Advisor: 32
AUM: $ 291M
DAVINCI FINANCIAL DESIGNS
CRD#: 163362
Address: 5301 N. Trenholm Road Suite A, Columbia, SC 29206
Clients: 711
Average Clients per Advisor: 101
AUM: $ 201M
BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD#: 160286
Address: 3830 Forest Drive, Columbia, SC 29204
AUM: $ 161M
How We Chose the Top Financial Advisors in Columbia, South Carolina
To create this list of top financial advisor firms in Columbia, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Columbia has to offer.
Search Financial Advisors in Columbia, South Carolina
Kimberlee A Wilkerson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jared Wesley Davison
Registered Affiliation(s):FIRST CITIZENS INVESTOR SERVICES, INC.
Brett Adam Blankenship
Registered Affiliation(s):FIRST CITIZENS INVESTOR SERVICES, INC.
Ashleigh Jenkins Brooker
Registered Affiliation(s):A. J. BROOKER FINANCIAL ASSOCIATES
Charles Kyle Harper
Registered Affiliation(s):FIRST COMMAND ADVISORY SERVICES
Cameron Ryan Prewitt
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Alexander Dean Lewis
Registered Affiliation(s):INDEPENDENT ADVISOR ALLIANCE, LLC
Christopher Kirby Mcclure
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Marshall Cain
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Cathy H Greenwood
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul Mark Spencer
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Andrew Fulton Rowley Jr
Registered Affiliation(s):MORGAN STANLEY
Anthony M Del Priore
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Daniel Gregory Smith
Registered Affiliation(s):FIRST CITIZENS INVESTOR SERVICES, INC.
Eric Alan Group
Registered Affiliation(s):UNITED BROKERAGE SERVICES, INC
Jason Woodrow Heming
Registered Affiliation(s):INTEGRATED ADVISORS NETWORK LLC
Logan Michelle Lupia
Registered Affiliation(s):EQUITY SERVICES, INC.
Robert Daniel Suss
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Robert Thomas Blake
Registered Affiliation(s):EQUITY SERVICES, INC.
Justin Marc Chadwick
Registered Affiliation(s):CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Jason E Thompson
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Andrew Creswell Todd
Registered Affiliation(s):PRUDEO PARTNERS, LLC
Daniel T Wallick
Registered Affiliation(s):WALLICK INVESTMENTS, LLC
Sherry Bell Sons
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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