Best Financial Advisors in COLUMBIA, Missouri
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in COLUMBIA
JJP CAPITAL MANAGEMENT, INC.
COLUMBIA, MO · Since 1984
SUNDVOLD FINANCIAL
COLUMBIA, MO · Since 1999
ALEXANDER LABRUNERIE & CO., INC.
COLUMBIA, MO · Since 2016
CONVERGENCE FINANCIAL
COLUMBIA, MO · Since 2019
PERMANENT EQUITY MANAGEMENT
COLUMBIA, MO · Since 2020
EAGLE BLUFFS WEALTH MANAGEMENT LLC
COLUMBIA, MO · Since 2021
WILKERSON ADVISORY GROUP LLC
COLUMBIA, MO · Since 2025
TRUMAN WEALTH ADVISORS
COLUMBIA, MO · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in COLUMBIA?
The median advisory fee in COLUMBIA, MO is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.