Columbus, GA

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Columbus, Georgia

Columbus, Georgia is home to a thriving financial industry, with a growing number of financial advisors and advisory firms serving the needs of the state's diverse population. With an estimated population of over 211,990 people and a cost of living 12% lower than other cities in the state, Columbus is an optimal place for those looking to grow their wealth over time. If you're looking for assistance in managing your personal finances, working with a trustworthy and certified financial advisor can be beneficial. Financial advisors provide personalized advice and guidance on a range of financial matters, including investment strategies, retirement planning, financial planning, wealth management, estate planning, and more. To begin your search for a ranked financial advisor or advisory firm, we recommend using WiserAdvisor's directory as your first step. Below you can find the details of vetted financial professionals in and near Columbus, Georgia, such as their qualifications, service offerings, etc., that you can use to find the best advisor that suits your financial goals.

Finding the Top Financial Advisor in Columbus, Georgia

Last Updated - May 16, 2024

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Are you a Financial Advisor in Columbus?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?

Top Financial Advisor Firms in Columbus, Georgia (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
Synovus Centre, 1111 Bay Avenue, 4th Floor, Columbus, GA 31901
298 12071 $5,803,534,438
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
6001 River Rd, Suite 300, Columbus, GA 31904-4556
5 942 $685,638,757
A Percentage of AUM, Fixed Fees
2101 Brookstone Centre Parkway, Suite 200, Columbus, GA 31904
4 618 $247,403,319
A Percentage of AUM, Hourly charges, Fixed Fees
6867 Mountainbrook Dr, Ste 102, Columbus, GA 31904
3 399 $134,472,207

    Frequently Asked Questions

    A financial advisor is a professional who provides financial services (i.e. financial planning, creating investment strategies, wealth management, retirement planning, etc.) to clients based on their specific circumstances and financial goals. As a Georgia resident, you may need the help of a financial advisor if you need personalized guidance in achieving your financial objectives or help to make more informed financial decisions. To learn more, explore this guide on why and when you may need a financial advisor.

    To find a reputable financial advisor in Georgia, you can start by asking for referrals from friends and family members who have worked with financial advisors in the past. You can also research financial advisors online using respected regulatory organizations like FINRA and the SEC., look for credentials such as the Certified Financial Planner (CFP) designation, and verify that the advisor is licensed and registered with the Georgia Securities Division. For a convenient and reliable option, we recommend using the free financial advisor match tool that helps you to connect with pre-screened and vetted advisors specifically matched to your financial goals.

    Before working with a financial advisor in Georgia, it's recommended to ask them about their experience, areas of expertise, investment philosophy, method of compensation, and approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently, and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.

    The cost of financial advisor services in Georgia can vary depending on a variety of factors, such as the complexity of your financial situation and the level of service you require. Some advisors can charge fees based on a percentage of assets under management, or a flat fee for their services. Alternatively, Some advisors use a combination of commissions and fees or earn solely commissions by selling financial products. It's important to understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.

    A financial advisor in Georgia can help you with a variety of investments, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. The specific investments an advisor may recommend will depend on your goals, risk tolerance, market conditions, and more. It's important to work with an advisor who can help you develop a diversified investment strategy that aligns with your financial goals. If you are looking to improve your investment strategies, read Why Professional Investment Management May Be Right For You.

    From a financial advisor in Georgia, you should expect personalized guidance tailored to your specific financial situation and goals. They will help you create a personalized financial plan that takes into account factors such as your income, expenses, investments, and risk tolerance. A financial advisor will also provide ongoing support, regularly review and adjust your plan as needed, and keep you informed about market trends and relevant financial opportunities. They should act in your best interest, provide transparent fee structures, and communicate clearly and effectively. To learn more, explore what a financial advisor can do for you.