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Find Top Financial Advisors in Columbia, South Carolina

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Columbia, South Carolina
Last Updated - 24-Sep-2022

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 andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Top Financial Advisor Firms in Columbia, South Carolina (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Southstate Advisory, Inc.
520 Gervais St,
Columbia, SC 29201
$2,784,893,588 360 A percentage of AUM
Fixed fees
Abacus Planning Group, Inc.
2500 Devine Street,
Columbia, SC 29205-2400
$1,670,508,559 2445 A percentage of AUM
Hourly charges
Fixed fees
Anchor Investment Management
3205 Devine Street,
Columbia, SC 29205
$1,087,635,156 1660 A percentage of AUM
Hourly charges
Fixed fees
Ccm Investment Advisers, Llc
1201 Main Street Suite 1910,
Columbia, SC 29201
$1,050,837,497 801 A percentage of AUM
Hourly charges
Fixed fees
Yon Drake & Associates Inc
914 Richland St , Suite C-200,
Columbia, SC 29201
$631,096,723 11 A percentage of AUM
Hobbs Group Advisors Llc
1704 Laurel Street,
Columbia, SC 29201
$258,468,424 729 A percentage of AUM
Fixed fees
Davinci Financial Designs
5301 N. Trenholm Road , Suite A,
Columbia, SC 29206
$257,659,169 1903 A percentage of AUM
Fixed fees
Beers Kight Financial Advisors, Llc
3830 Forest Drive,
Columbia, SC 29204
$176,351,200 350 A percentage of AUM
Hourly charges
Fixed fees
Je Wilson Advisors, Llc
2431 Devine Street,
Columbia, SC 29205
$139,875,774 236 A percentage of AUM
Fixed fees
Hms Financial Services, Llc
10 Calendar Court , Suite 200,
Columbia, SC 29206
$129,412,285 284 A percentage of AUM
Rise Vest Investments, Llc
122 Rio Rose Circle,
Columbia, SC 29205
$0 0 A percentage of AUM

    List of Additional Advisors in Columbia, South Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bobbi Presper
    Inquire with Bobbi
    1320 Main St, Ste 800, Columbia, SC  29201 803-343-8856
    Ansel Bunch
    Inquire with Ansel
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7070
    Ben A. Rast
    Inquire with Ben
    1320 Main St, Ste 800, Columbia, SC  29201 803-343-8990
    Drew Rowley
    Inquire with Drew
    1320 Main St, Ste 800, Columbia, SC  29201 803-343-8847
    Adam Jurewicz
    Inquire with Adam
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7070
    Richard Bunch
    Inquire with Richard
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7070
    John Ferguson
    Inquire with John
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7238
    Stephen West
    Inquire with Stephen
    1320 Main St, Ste 240, Columbia, SC  29201 803-251-4811
    David Taylor
    Inquire with David
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7070
    David Tate
    Inquire with David
    1813 Pickens St, Columbia, SC  29201 803-750-9337
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?