Top 7 advisors in Columbia
We’ve curated a list of the best financial advisors in Columbia, take a look at it below
Find an advisor in Columbia| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,518,046,827 | 22 advisors | ||
| 2 | $385,599,261 | 10 advisors | ||
| 3 | $356,384,171 | 9 advisors | ||
| 4 | $282,526,582 | 8 advisors | ||
| 5 | $212,050,663 | 4 advisors | ||
| 6 | $101,474,093 | 4 advisors | ||
| 7 | $70,655,949 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Columbia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Columbia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Baltimore-washington Financial Advisors
Assets under management
$1,518,046,827
Fee structure
A percentage of assets under your management
FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Tax Preparation And Tax Planning, Business Succession Planning, Employer-sponsored Retirement Plan Services
2. Keeney Financial Group Inc.
Assets under management
$385,599,261
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Lowe Wealth Advisors, LLC
Assets under management
$356,384,171
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Fai Wealth Management
Assets under management
$282,526,582
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
5. Alpha Dna Investment Management
Assets under management
$212,050,663
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Subadvisors To Other Investment Advisors
6. Pointer Financial Advisors LLC
Assets under management
$101,474,093
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Jn Private Wealth Management LLC
Assets under management
$70,655,949
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.