Falists

South Carolina · 22 advisers

Financial Advisors in Columbia, South Carolina

Looking for a financial advisor in Columbia, South Carolina? Falists indexes 22 SEC-registered and state-registered investment advisers in Columbia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $4.96B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

22

With website

17

Largest AUM

$4.96B

Financial planning

14

Filter by specialty

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

AllWealth20Planning14Trusts17Retirement12Institutional10

Top advisors in Columbia

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

View all 22 →

More cities in South Carolina

Charleston (37)Greenville (33)Mount Pleasant (19)Bluffton (12)Mt. Pleasant (10)Daniel Island (7)Fort Mill (6)Myrtle Beach (6)Rock Hill (6)Aiken (5)Spartanburg (5)Summerville (5)

Common questions

How many financial advisors are in Columbia, South Carolina?
22 registered investment advisers are listed in our Columbia directory, sourced from public SEC filings.
What types of advisors are in Columbia?
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 Columbia?
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.