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