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
Jason Alan Langdale
Registered Affiliation(s):INDEPENDENT ADVISOR ALLIANCE, LLC
William G Meinel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Karen Leigh Stephens
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Ashley Lynn Johnson
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Raymond Bennett Firestone
Registered Affiliation(s):MARYLAND FINANCIAL GROUP, INC.
Joseph Kershaw Deloach
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Laura R Williams
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gordon Raymond Whittaker
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Edmunds Wilson
Registered Affiliation(s):JE WILSON ADVISORS, LLC
William Blake Amick
Registered Affiliation(s):PRIVATE CLIENT SERVICES, LLC
Patrick Paul Burgess
Registered Affiliation(s):DAVINCI FINANCIAL DESIGNS
Susan Wooldridge Yeatts
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
C S Spring II
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Divina Eclavea Bundick
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gerard Byron Williams
Registered Affiliation(s):MORGAN STANLEY
Rebecca Leonice Brooks
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Tanshe Lavern Caldwell
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Amy Patricia Stebbins
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
George Coltrane Benoit JR
Registered Affiliation(s):FIRST CITIZENS INVESTOR SERVICES, INC.
Stephen Clyburn West III
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Samuel Irvin Baxter
Registered Affiliation(s):SYNOVUS SECURITIES, INC.
Brian Christopher Frerichs
Registered Affiliation(s):STEPHENS
Barbi Dee Barrier
Registered Affiliation(s):MORGAN STANLEY
Juanita D Vitali-cox
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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