Best Financial Advisors in Columbia, South Carolina
Claimed listings first, then by BizScore. How we score
Top Financial Advisors 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 1-5 of 5 Financial Advisors listings in Columbia, SC · page 1 of 1

Score breakdown
- Financial Advisor
- Columbia, South Carolina
- (803) 736-3406
- milestonewealthadvisors.com
Milestone Wealth Advisors David Grookett/Zach Coggins is a financial advisor in Columbia, SC. The firm provides financial education, meticulous planning, and clear guidance to help families and individuals secure their futures. Serving clients with a focus on...

Score breakdown
- Financial Advisor
- Columbia, South Carolina
- (803) 223-7016
- advisor.janney.com
Robert W. Shealy Jr, CFP of Janney Montgomery Scott is a financial advisor in Columbia, SC, located at 1441 Main St Suite 700. He serves individuals and families through every stage of life, from those just starting out to those in their peak earning years...
Score breakdown
- Financial Advisor
- Columbia, South Carolina
- (803) 576-4934
- raymondjames.com

Score breakdown
- Financial Advisor
- Columbia, South Carolina
- (803) 312-7984
- cbsinvestorconnection.com
Palmetto Citizens Investment Services-John Stackhouse is a financial advisor in Columbia, SC. They offer comprehensive financial strategies, insurance solutions, and investment options designed to help clients save for the future and protect their loved ones...

Score breakdown
- Financial Advisor
- Columbia, South Carolina
- (803) 561-9003
- cfpins.com
CFP Insurance of Columbia: Financial advisor - Rating: 5
What the Data Shows for Financial Advisors in Columbia
0% of the 5 financial advisors we measured in Columbia reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 33, compared with an average SEO score of 63.
The average Google rating across 2 rated financial advisors is 5.0, and the median listing has 8 reviews.
None of the 5 financial advisors 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 5 financial advisors in Columbia, South Carolina 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 advisors 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 advisors in Columbia, South Carolina does BizScoreAI track?
5 financial advisors in Columbia currently meet the profile-quality bar for this page, with an average BizScore of 50 and a top score of 59.
What does AI Visibility mean for a financial advisor?
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. 0% of measured financial advisors in Columbia score 50 or higher.
Is being listed free?
Yes. Every financial advisor in Columbia is listed and scored for free, and claiming a listing is free too.