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Financial Advisors in Columbia, South Carolina

Our hand-picked list of 8 financial advisors serving Columbia, South Carolina. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Columbia

Financial professionals in Columbia should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the South Carolina securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In South Carolina, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Columbia

1st Heritage Credit

1131, Sparkleberry Lane Extension, Columbia, SC, 29223

📞 +1-803-636-••••

ABACUS PLANNING GROUP, INC.

2500 DEVINE STREET, COLUMBIA, SC 29205

📞 (803) 933-••••

ALLISON INVESTMENT MANAGEMENT, LLC

1201 LINCOLN STREET, COLUMBIA, SC 29201

📞 (803) 806-••••

ANCHOR INVESTMENT MANAGEMENT

3205 DEVINE STREET, COLUMBIA, SC 29205

📞 (803) 790-••••

BEERS KIGHT FINANCIAL ADVISORS, LLC

3830 FOREST DRIVE, COLUMBIA, SC 29204

📞 (803) 787-••••

Capital City Financial Partners

5111, Trenholm Road, Columbia, SC, 29206

CCM INVESTMENT ADVISERS, LLC

1201 MAIN STREET SUITE 1910, COLUMBIA, SC 29201

📞 (803) 254-••••

Charles Schwab

1033, Roberts Branch Parkway, Columbia, SC, 29229

📞 +1-803-740-••••

Frequently Asked Questions

Where can I find financial advisors in Columbia, South Carolina?

Columbia, South Carolina has 8 financial advisors listed in our directory. 1st Heritage Credit is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in South Carolina?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In South Carolina, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Columbia?

Financial professionals in Columbia should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the South Carolina securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Columbia?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Columbia-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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