How many financial advisors are in Columbus, Georgia?

Falists lists 7 registered investment advisers with a principal office or filing address in Columbus, Georgia, based on public SEC IAPD data.

How do financial advisors in Columbus charge fees?

Fee structures vary by firm. In Columbus, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Columbus?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Georgia · 7 advisers

Financial Advisors in Columbus, Georgia

Looking for a financial advisor in Columbus, Georgia? Falists indexes 7 SEC-registered and state-registered investment advisers in Columbus — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $8.45B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$8.45B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning5 Trusts7 Retirement2 Institutional3

Top advisors in Columbus

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

SYNOVUS SECURITIES, INC.

Columbus, GA

AUM

$8.45B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

184 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

706-649-2327

Full profile Visit site →

GREATMARK INVESTMENT PARTNERS, INC.

Columbus, GA

AUM

$1.02B

Wealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

706-327-2128

Full profile Visit site →

WEALTH INTELLIGENCE, LLC

Columbus, GA

AUM

$247.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

706-571-2100

Full profile Visit site →

TOWNSEND WEALTH MANAGEMENT

Columbus, GA

AUM

$194.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; FINANCIAL PLANNING FOR FIXED FEE

706-221-8200

Full profile Visit site →

MOMENTUM WEALTH MANAGEMENT

Columbus, GA

AUM

$64.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(706) 842-2400

Full profile Visit site →

MARS CAPITAL MANAGEMENT LLC

Columbus, GA

AUM

$25.2M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

706-760-9586

Full profile Visit site →

FLUID FINANCIAL PLANNING, LLC

Columbus, GA

AUM

$19.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(706) 332-2544

Full profile Visit site →

More cities in Georgia

Atlanta (320)Alpharetta (51)Marietta (26)Savannah (17)Roswell (13)Athens (12)Duluth (12)Woodstock (11)Suwanee (10)Augusta (9)Decatur (8)Johns Creek (8)

Common questions

How many financial advisors are in Columbus, Georgia?: 7 registered investment advisers are listed in our Columbus directory, sourced from public SEC filings.
What types of advisors are in Columbus?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Columbus?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.