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
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
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
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
Your first meeting is free.