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Top advisors in Columbia

Top 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 $201,029,001 7 advisors
2 $96,546,189 3 advisors
3 $94,590,000 2 advisors
4 $23,535,738 1 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.

  • Davinci Financial Designs

    Davinci Financial Designs is a financial advisory firm based in Columbia, South Carolina. It currently has approximately $201,029,001 of assets under management and employs about 7 people. Davinci Financial Designs uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $201,029,001

    Headcount

    7 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-80733

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

    See full profile

    Meet the advisor

    5301 N. Trenholm Road,
    Suite A,
    Columbia,
    South Carolina,
    29206

  • Hms Financial Services, LLC

    Hms Financial Services, LLC is a financial advisory firm based in Columbia, South Carolina. It currently has approximately $96,546,189 of assets under management and employs about 3 people. Hms Financial Services, LLC uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $96,546,189

    Headcount

    3 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-121012

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    See full profile

    Meet the advisor

    10 Calendar Court,
    Suite 200,
    Columbia,
    South Carolina,
    29206

  • Allison Investment Management, LLC

    Allison Investment Management, LLC is a financial advisory firm based in Columbia, South Carolina. It currently has approximately $94,590,000 of assets under management and employs about 2 people. Allison Investment Management, LLC uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $94,590,000

    Headcount

    2 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-125959

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    See full profile

    Meet the advisor

    1201 Lincoln Street,
    Suite 301,
    Columbia,
    South Carolina,
    29201

  • Wcp Capital Management LLC

    Wcp Capital Management LLC is a financial advisory firm based in Columbia, South Carolina. It currently has approximately $23,535,738 of assets under management and employs about 1 people. Wcp Capital Management LLC uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $23,535,738

    Headcount

    1 advisor

    Fee structure

    A percentage of assets under your management

    SEC number

    801-70768

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    See full profile

    Meet the advisor

    3924 Forest Drive,
    Suite 10,
    Columbia,
    South Carolina,
    29204

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.

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