Best Financial Advisors in COLUMBIA, South Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in COLUMBIA
CCM INVESTMENT ADVISERS, LLC
COLUMBIA, SC · Since 1987
YON DRAKE & ASSOCIATES INC
COLUMBIA, SC · Since 1995
HMS FINANCIAL SERVICES, LLC
COLUMBIA, SC · Since 2021
WILLIAM B. WALKUP & ASSOCIATES, INC.
COLUMBIA, SC · Since 2022
WALLICK INVESTMENTS, LLC
COLUMBIA, SC · Since 2025
DAVINCI FINANCIAL DESIGNS
COLUMBIA, SC · Since 2015
ALLISON INVESTMENT MANAGEMENT, LLC
COLUMBIA, SC · Since 2022
ABACUS PLANNING GROUP, INC.
COLUMBIA, SC · Since 1998
ANCHOR INVESTMENT MANAGEMENT
COLUMBIA, SC · Since 2005
HOBBS GROUP ADVISORS LLC
COLUMBIA, SC · Since 2018
BEERS KIGHT FINANCIAL ADVISORS, LLC
COLUMBIA, SC · Since 2012
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
COLUMBIA, SC · Since 2013
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, SC is 0.95% of assets under management per year, based on Form ADV filings from 12 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.