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Trek Wealth Planning
“Not only do we feel much more confident with our financial plan since working with Jordan, the piece of mind that comes with having his expertise on our side is invaluable.”
Best Financial Advisors in Columbia, MO
24 firms listed · 15 in Columbia · 12 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Truman Wealth Advisors
“Mindy and her staff are exceptional, providing excellent service, knowledge and strategies for our future.”
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Brockmeier Financial Services
“They listen and care no matter the size of the estate.”
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Harrison Financial Planning
“Danielle excels at really hearing and understanding people's needs, explaining aspects of investment/finances in really clear and accessible ways, and developing easily actionable plans for making the most out of savings and investment.”
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Propartners Team
“Wes Hentges and Brenden Volcko are very knowledgeable when it comes to finding the right retirement solution for your business!”
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Eagle Bluffs Wealth Management
“Great people and very happy with the services they provide.”
The 24 firms listed for Columbia, MO provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Columbia, MO
Of the 24 firms we list here, 15 are in Columbia itself and 9 come from towns including Jefferson City (4, 26 mi), Moberly (2, 33 mi) and Boonville (1, 23 mi). 14 of the firms on this page have a rating, from 4.0 to 5.0 across 36 reviews; 12 are rated 4.5 or higher. 1 shows a license on its website. 16 have ten or more years of experience, the longest 28 years. 1 offers payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 19 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Columbia take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Sundvold Financial
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Miller Bales & Company
“If you want amazing service and super smart peope helping you with your accounting - I would highly recommend this company.”
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Convergence Companies
“The firm treats clients like family while providing the most cutting edge financial advice and strategy for the short term while maintaining a continuing eye on achieving our long term goals.”
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Erickson Financial Solutions
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Angell Capital Management
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Rock Bridge Financial Advisors
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Financial Planners of Missouri
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SRG Financial Advisors
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Forum Advisory Services
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Lammers & Associates
“Jeff and his staff provide quick and accurate service both with my tax returns and my payroll service.”
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MVK Financial
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Farm Generation Strategies
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Cameron Byrd - Financial Advisor
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Reinkemeyer and Renkemeyer Associates
“Glen and Nate were great at helping us develop a financial plan for our family.”
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Providence Financial
- Advisor
“They have the professional experience, attention to detail and commitment to the long term needs of my company that I need from the group that is handling my retirement strategies.”
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Smith Moore
“Most of my family has and are very satisfied with their investment returns.”
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Aura Wealth Advisors
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Active Financial Solutions
Why these companies made our list
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