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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Columbia is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Columbia & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Columbia?

Looking for a qualified financial advisor in Columbia? We can help you by narrowing down your options & listing the best financial advisors in Columbia as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Columbia near you with the list of certified and vetted Columbia financial advisors.

List of Qualified Financial Advisors in Columbia, South Carolina

advisor-photo

Tania C. Foster

PlanTrust Wealth Management

140 Wildewood Park Drive
Suite 108

Columbia, SC 29223

803-708-0047

List of Additional Financial Advisors in Columbia, South Carolina*

* Additional advisor listing is provided in partnership with Yext

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Ben A. Rast - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8990

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Vista Lofts

701 Gervais St.

Columbia, SC 29201
803-739-4892

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Investment House on Forest, Inc.

3924 Forrest Drive
Suite 1

Columbia, SC 29204
803-790-1677

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Michael Coleman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8807

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Roger Kuperman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8920

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Bobbi Presper - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8856

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The Palms On Main

1155 Lady Street

Columbia, SC 29201
803-744-9975

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Michael Oana Retirement Planning Specialist

4408 Forest Drive
Suite 2001

Columbia, SC 29206
803-790-8989

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Hobbs Group Advisors, LLC

1704 Laurel Street

Columbia, SC 29201
803-540-3034

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John Ferguson - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7238

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J. Todd Wrenn - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8869

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Stephen West - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-251-4811

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Dan M Roach - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8816

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EFinancial Advisors

1715 Pickens Street

Columbia, SC 29201
803-799-9503

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Morgan Stanley Financial Advisors

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8800

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First Command Financial Advisor - Kyle Harper

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

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Ansel Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

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The Williams Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8800

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Richard Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

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Meredith Taylor - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8850

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The Wilson Phillips Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8962

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Matthew T.S. McFadden - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8964

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The Rast McFadden Wealth Management Group - Morgan Stanley

1320 Main Street
Suite 800

Columbia, SC 29201
803-343-8868

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Vista Advisors - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
803-750-9337

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Marcial Briggs - Ameriprise Financial Services, LLC

845 Polo Rd
Ste 1

Columbia, SC 29223
803-419-1577

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Byron Williams - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8951

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Tyler Priester - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8968

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Doug Sheorn - Ameriprise Financial Services, LLC

6 Fish Haul Rd

Columbia, SC 29209
803-782-2121

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K. Brit Rodgers - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8826

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First Command Financial Advisor - Jason Ramos

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

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First Command Financial Advisor - Ryan Gay

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

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Adam Jurewicz - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

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First Command Financial Advisor - Kendall Matthews

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

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First Command Financial Advisor - Scott Mewborne

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

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Jan Jernigan - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8948

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Greg Downs - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-251-4818

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Matthew T Perry - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
803-750-9337

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Joseph Horne - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8969

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Patrick Floyd - Ameriprise Financial Services, LLC

845 Polo Rd
Ste 1

Columbia, SC 29223
803-736-0740

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David Taylor - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

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Cetera Wealth Partners

7715 Claudia Drive

Columbia, SC 29223
803-736-3406

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Gregg C Newman - Ameriprise Financial Services, LLC

121 Arrowwood Rd

Columbia, SC 29210
803-731-5959

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Van Hobbs - Ameriprise Financial Services, LLC

845 Polo Rd
Ste 1

Columbia, SC 29223
803-419-1577

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David Tate - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
803-750-9337

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Edward Jones - Financial Advisor: Parker Sizemore

4406-A Forest Drive
Suite 4

Columbia, SC 29206
803-738-8362

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Edward Jones - Financial Advisor: Dan Gopp

9610 Two Notch Road
Suite 6

Columbia, SC 29223
803-699-4607

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Edward Jones - Financial Advisor: Bevan C Weyburn

620 Gervais Street
Suite C

Columbia, SC 29201
803-256-8986

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Edward Jones - Financial Advisor: Charles L Rose

3710 Landmark Drive
Suite 107

Columbia, SC 29204
803-782-6431

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Edward Jones - Financial Advisor: Elise T Bidwell, CFP®

1020 Wildwood Centre Dr
Suite B

Columbia, SC 29229
803-462-1788

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Edward Jones - Financial Advisor: Steve Junis, CFP®

6911 N Trenholm Road
Suite 8

Columbia, SC 29206
803-787-9902

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Edward Jones - Financial Advisor: Deborah R McCutchan

100 Forum Drive
Suite 1

Columbia, SC 29229
803-699-3056

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Edward Jones - Financial Advisor: Charline A Mayo

4406-A Forest Drive
Suite 4

Columbia, SC 29206
803-738-8362

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New York Life, Roger Johansson

914 Richland St
Suite B-201

Columbia, SC 29201
803-376-2000

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Edward Jones - Financial Advisor: Heather Whitley

146 Leisure Lane
Suite B

Columbia, SC 29210
803-772-1617

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William Sessoms - TD Wealth Relationship Manager

1501 Main Street

Columbia, SC 29201
910-465-6724

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Edward Jones - Financial Advisor: Matthew T McGee

3710 Landmark Drive
Suite 107

Columbia, SC 29204
803-782-6431

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Edward Jones - Financial Advisor: Jasper Stephenson III

620 Gervais Street
Suite C

Columbia, SC 29201
803-256-8986

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Edward Jones - Financial Advisor: Fred Sellers

7 Technology Cir
Suite 475

Columbia, SC 29203
803-699-9341

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Edward Jones - Financial Advisor: Trey M Brown

1504 Leesburg Rd

Columbia, SC 29209
803-695-8493

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Edward Jones - Financial Advisor: Gerry Williams Jr

1201 Main St
Suite 1460

Columbia, SC 29201
803-814-2567

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Edward Jones - Financial Advisor: Patrick Blewett

2771 Rosewood Dr

Columbia, SC 29205
803-771-7770

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Edward Jones - Financial Advisor: Joey Estes

2900 Devine St
Suite A

Columbia, SC 29205
803-799-1070

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Edward Jones - Financial Advisor: Steven Junis

6911 N Trenholm Road
Suite 8

Columbia, SC 29206
803-787-9902

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Edward Jones - Financial Advisor: John E Martin

7 Technology Cir
Suite 475

Columbia, SC 29203
803-699-9341

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Drew Rowley - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8847

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Edward Jones - Financial Advisor: Kenneth D Kolb Jr

10149 Two Notch Road
Suite A

Columbia, SC 29229
803-419-1998

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Edward Jones - Financial Advisor: Jonathan C Mauffray, CRPC®

1410 Colonial Life Blvd
Suite 170

Columbia, SC 29210
803-731-0056

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Edward Jones - Financial Advisor: Mac Senn

101 Westpark Blvd
Ste D

Columbia, SC 29210
803-772-2221

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Edward Jones - Financial Advisor: David Wallace

146 Leisure Lane
Suite B

Columbia, SC 29210
803-772-1617

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Edward Jones - Financial Advisor: Monty D Faile, CFP®|ChFC®

113 Barton Creek Court
Suite B

Columbia, SC 29229
803-419-2106

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Edward Jones - Financial Advisor: Ted Hewitt II

9610 Two Notch Road
Suite 6

Columbia, SC 29223
803-699-4607

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Edward Jones - Financial Advisor: David A Holton

113 Barton Creek Court
Suite B

Columbia, SC 29229
803-419-2106

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Edward Jones - Financial Advisor: Joel Nesbitt

211 Veterans Rd
Suite C

Columbia, SC 29209
803-708-5442

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Edward Jones - Financial Advisor: Joshua B Estes

2900 Devine St
Suite A

Columbia, SC 29205
803-799-1070

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Edward Jones - Financial Advisor: Crystal C Masincupp

10149 Two Notch Road
Suite A

Columbia, SC 29229
803-419-1998

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Robert G. Davidson Jr. - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8904

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Lauren Greene

1212 Main Street

Columbia, SC 29201
803-733-2770

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Emily Phillips - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8804

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DB Wealth Management

1215 Hampton Street

Columbia, SC 29201
803-937-3433

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C. Clarke McNair - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8894

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Will McMaster - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8974

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Virginia McMaster - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8973

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Dyadic Financial Management, LLC

115 Atrium Way
Suite 103

Columbia, SC 29223
803-708-4727

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Ron K Wilson - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8956

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Mark Seals - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
404-266-6037

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William Fox - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8896

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Tripp Brunson

1212 Main Street

Columbia, SC 29201
803-422-7297

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Carl L Truluck - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8932

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Adam P. Davis

1212 Main St

Columbia, SC 29201
803-931-1875

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Jeryl Salmond - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8987

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Gregory T. Risinger

4801 Forest Drive, Suite B

Columbia, SC 29206
803-760-1470

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Juanita Vitali-Cox

1212 Main St

Columbia, SC 29201
803-931-1510

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Angela Klosterman

1230 Main Street

Columbia, SC 29201
803-733-2092

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Laura Richards - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8960

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James Bilko - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8971

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Frederick D. Iselin - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8820

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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