RBH Business Solutions
“You guys also accommodate us every time we lose track of the days before filing dates and always get us in!”
Best Financial Advisors in Columbia, SC
21 firms listed · all 21 in Columbia · all 21 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Gibbs Financial Firm
“Gibbs Financial Firm's prices are reasonable, especially considering the quality of service that you will receive.”
PAG Advisory Group
“I would definitely recommend his business to veterans and anyone who wants to grow their finances.”
Preservation Specialists
“Pat & his team will go above and beyond to make sure you understand each process while meeting your financial goals.”
Milestone Wealth Advisors
“They are a team of professionals that make you feel good about your future when it comes to financial planning!”
E.P. Wayne Financial Group: Ed Peagler
“My husband and I are in a better place financially”
The 21 firms listed for Columbia, SC 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, SC
All 21 firms we list here are in Columbia itself. We have 38 firms in Columbia on file; this page shows the highest-rated 21. The firms on this page are rated from 4.8 to 5.0 across 154 reviews. The services the firms on this page list most often on their websites are insurance (3), retirement planning (3) and financial planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 21 of the firms on this page; 18 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; 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 21 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.
Pendleton Street Business Advisors
“We have saved (and made) hundreds of thousands of dollars as a result of the guidance they have provided us.”
Jamie Danford, CFP - Accumulus Financial Group
“He is a true professional who works diligently to help his clients reach their financial goals.”
Allison Investment Management
“I highly recommend David Allison to help you with financial planning and accout management.”
Modern Family Asset Management
“He has developed the reputation of an Financial Progessional that truly cares about his clients, and everyone he touches.”
Cornerstone Financial Management - the Templeton Group
“Ryan is very knowledgeable and patient with me when I have questions.”
Efinancial Advisors
Book onlineBook
Dyadic Financial Management
“He is always quick to help you understand and walk you thru investments, etc.”
Calmwater Advisors
“They offer personal service like nobody else I have ever dealt with”
Cornerstone Financial Management
“If you are looking for a financial advisor you have to give him a call.”
Wallick Investments
“Fantastic professionalism, down to earth working relationship.”
Stidom Financial Advisors
AJ Brooker Financial Associates
“I was impressed by their customer service and genuine desire to help their clients succeed.”
Consolidated Planning
First Community Financial
Davinci Financial Designs
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
