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
Rollie Brian Roberts
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Mark Andrew Taylor
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Charles Michael Gorman
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Joseph D Eubanks
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Helge Alfred Kallio
Registered Affiliation(s):ADVISORY SERVICES NETWORK
Paula B Sabbagha
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jeffrey Norris Taylor
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Julie Elizabeth Hall
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Kristen Brit Rodgers
Registered Affiliation(s):MORGAN STANLEY
Amanda Cameron Turner
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Geoffery Keith Forsyth
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas Henry Grim
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Lindsey Allison
Registered Affiliation(s):ALLISON INVESTMENT MANAGEMENT, LLC
Kyle Christopher Youngblood
Registered Affiliation(s):TD PRIVATE CLIENT WEALTH LLC
Mason Bonnycastle Hardy
Registered Affiliation(s):OSAIC FS, INC.
Emily Rast Tarney
Registered Affiliation(s):MORGAN STANLEY
Jonathan Lee Hope
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Ryan James Gay
Registered Affiliation(s):FIRST COMMAND ADVISORY SERVICES
Jessica Smith Cook
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Richard Robert Loy
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
Richard H Addy
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Milton Cooley
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Lorena Michelle Edwards
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Roy Lee Winters
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
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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