Best Financial Advisors in COLUMBIA, Missouri
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in COLUMBIA
JJP CAPITAL MANAGEMENT, INC.
COLUMBIA, MO · Since 1984
SUNDVOLD FINANCIAL
COLUMBIA, MO · Since 1999
CONVERGENCE FINANCIAL
COLUMBIA, MO · Since 2019
ALEXANDER LABRUNERIE & CO., INC.
COLUMBIA, MO · Since 2016
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 Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.