Best Financial Planners in Columbia, Maryland
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Columbia
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-9 of 9 Financial Planners listings in Columbia, MD · page 1 of 1
Score breakdown
- Financial Planner
- Columbia, Maryland
- (410) 715-2506
- ameripriseadvisors.com
Centennial Wealth Management of Columbia: Centennial Wealth Management is a financial planner in Columbia, MD. As a private wealth advisory practice of Ameriprise Financial Services, LLC, they offer personalized financial advice to help clients achieve their financial goals. Their services include...
Score breakdown
- Financial Planner
- Columbia, Maryland
- (410) 997-9490
- ameripriseadvisors.com
Benjamin James - Private Wealth Advisor at Ameriprise Financial Services, LLC is a financial planner in Columbia, MD. Benjamin specializes in providing personalized financial advice to help clients achieve their goals, offering comprehensive services that...
Score breakdown
- Financial Planner
- Columbia, Maryland
- (410) 730-1744
- patuxentfinancial.com
Patuxent Financial Partners is a financial planner in Columbia, Maryland. The firm is a registered investment advisory firm providing independent, fee-only financial planning and investment advice. Its practice is built around straightforward advice meant to...
Score breakdown
- Financial Planner
- Columbia, Maryland
- (301) 804-0250
- pointeradvisors.com
Score breakdown
- Financial Planner
- Columbia, Maryland
- (443) 492-6567
- metwealthadv.com
Metropolitan Wealth Advisors of Columbia: Metropolitan Wealth Advisors is a financial planner in Columbia, MD. The firm serves individuals, business owners, and corporate clients by helping them identify financial objectives and achieve them through strategies that build and preserve wealth. Services...
Score breakdown
- Financial Planner
- Columbia, Maryland
- (443) 973-5201
- cvwealthadvisors.com
ClearView Wealth Advisors: Financial planner - Rating: N/A
Score breakdown
- Financial Planner
- Columbia, Maryland
- (443) 741-9104
- whiteoakwealthmanagement.com
White Oak Wealth Management of Columbia: White Oak Wealth Management is a financial planner in Columbia, MD. They offer fee-only financial planning, investment management, and wealth management strategies tailored to individuals and families. Their services include 401k and workplace retirement plan...
Score breakdown
- Financial Planner
- Columbia, Maryland
- (443) 378-9333
- 369financial.com
369 Financial of Columbia: Financial planner - Rating: 5
Score breakdown
- Financial Planner
- Columbia, Maryland
- (410) 672-8040
- athlonwealth.com
Athlon Wealth Advisors, LLC: Financial planner - Rating: 5
What the Data Shows for Financial Planners in Columbia
44% of the 9 financial planners we measured in Columbia reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 35, compared with an average SEO score of 62.
The average Google rating across 7 rated financial planners is 5.0, and the median listing has 2 reviews.
None of the 9 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 26, 2026. What each score measures: How We Score.
BizScoreAI compares 9 financial planners in Columbia, Maryland by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Columbia ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Columbia, Maryland does BizScoreAI track?
9 financial planners in Columbia currently meet the profile-quality bar for this page, with an average BizScore of 51 and a top score of 69.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 44% of measured financial planners in Columbia score 50 or higher.
Is being listed free?
Yes. Every financial planner in Columbia is listed and scored for free, and claiming a listing is free too.
