Best Financial Consultants in Columbia, South Carolina
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Top Financial Consultants in Columbia
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Showing 1-50 of 54 Financial Consultants listings in Columbia, SC · page 1 of 2
#1IPX1031: Whitney Brennan Top-Rated
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (916) 806-1468
- ipx1031.com
IPX1031: Whitney Brennan is a financial consultant in Columbia, SC. Located at 700 Huger St, Whitney Brennan specializes in 1031 Real Estate Exchanges for Georgia, North Carolina, and South Carolina. As Vice President and Account Executive, she serves...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 787-9902
- edwardjones.com
Edward Jones - Financial Advisor: Steve Junis, CFP® is a financial consultant in Columbia, South Carolina. Serving the Columbia area, Steve Junis provides personal financial advice designed to help clients achieve their individual goals. The practice holds a...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 419-1998
- edwardjones.com
Edward Jones - Financial Advisor: Kenneth D Kolb Jr, CFP® is a financial consultant in Columbia, South Carolina, providing personalized financial planning services to individuals and families throughout the region. Specializing in retirement savings...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 695-8493
- edwardjones.com
Edward Jones - Financial Advisor: John B Whitaker, CFP® is a financial consultant in Columbia, SC. John specializes in providing personalized financial advice to help clients achieve their goals and offers services such as introductory consultations, reviews...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 658-1092
- edwardjones.com
Edward Jones - Financial Advisor: Charline A Mayo is a financial consultant in Columbia, SC. Charline Mayo provides personalized financial advice to individuals and families seeking to meet their monetary goals, offering guidance on investments, retirement...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 772-2221
- edwardjones.com
Edward Jones - Financial Advisor: Mac Senn is a financial consultant in Columbia, South Carolina. The firm provides personal financial advice to help clients achieve their individual goals. The practice focuses on several key areas, including retirement...
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- Financial Consultant
- Columbia, South Carolina
- (803) 978-3808
- edwardjones.com
Edward Jones - Financial Advisor: Lindsay Cox, AAMS®|CRPC™: Financial consultant - Rating: 5
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 731-0056
- edwardjones.com
Edward Jones - Financial Advisor: Jonathan C Mauffray, CRPC™ is a financial consultant in Columbia, SC. The firm provides personal financial advice to help clients achieve their specific goals, with a focus on wealth strategies, retirement savings, and...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (839) 895-9116
- edwardjones.com
Edward Jones - Financial Advisor: John E Martin is a financial consultant in Columbia, SC. John E Martin serves clients with specific focus areas including new investors, business plans, retirement planning, college savings, entrepreneurs, business owners...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 722-9966
- bacefinancialllc.com
BACE Financial is a financial consultant in Columbia, SC. They specialize in estate strategies and life insurance services, offering tailored investment solutions that align with their clients' risk tolerance and goals. With years of experience under their...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 814-2567
- edwardjones.com
Edward Jones - Financial Advisor: Gerry Williams Jr is a financial consultant in Columbia, SC. Gerry specializes in providing personalized financial advice to help clients achieve their goals, with focus areas including retirement savings strategies, business...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 866-4184
- edwardjones.com
Edward Jones - Financial Advisor: Charles L Rose is a financial consultant in Columbia, SC. Charles L Rose serves as an Edward Jones Financial Advisor, focusing on entrepreneurs and business owners. His practice covers wealth strategies, business retirement...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 973-4248
- edwardjones.com
Edward Jones - Financial Advisor: David A Holton is a financial consultant in Columbia, SC. He provides personal financial advice, specializing in retirement savings strategies, business retirement plans, services for entrepreneurs and business owners...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 462-1788
- edwardjones.com
Edward Jones - Financial Advisor: Elise T Bidwell, CFP® is a financial consultant in Columbia, South Carolina. The firm provides personalized financial advice to help clients achieve their specific goals, with a focus on wealth, retirement income, and estate...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 805-8104
- edwardjones.com
Edward Jones - Financial Advisor: David Wallace, CFP® is a financial consultant in Columbia, South Carolina, serving individuals and families with personalized financial planning. He specializes in business retirement plans, retirement income strategies...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 799-1070
- edwardjones.com
Edward Jones - Financial Advisor: Patrick Blewett is a financial consultant in Columbia, SC. Patrick Blewett serves clients with specific focus areas including retirement savings strategies, retirement income strategies, estate and legacy strategies, wealth...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 699-9341
- edwardjones.com
Edward Jones - Financial Advisor: Fred Sellers is a financial consultant in Columbia, SC. The firm provides personal financial advice to help clients achieve their individual goals. This office holds a 5.00 rating based on 3 reviews. The Columbia office is...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 832-7575
- padvisorygrp.com
PAG Advisory Group is a financial consultant in Columbia, SC. The firm specializes in insurance-backed strategies for retirement income planning and asset protection, serving individuals, families, business owners, and veterans across South Carolina. It helps...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 978-3819
- edwardjones.com
Edward Jones - Financial Advisor: Heather Whitley, CEPA®|CRPC™ is a financial consultant in Columbia, South Carolina. The firm provides personal financial advice to help clients achieve their goals, specializing in retirement savings strategies, wealth...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 699-3056
- edwardjones.com
Edward Jones - Financial Advisor: Deborah R McCutchan is a financial consultant in Columbia, SC. She serves clients with specific focus areas including estate and legacy strategies, retirement income strategies, new investors, college savings, and business...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 708-5442
- edwardjones.com
Edward Jones - Financial Advisor: Rico Scott, CFP® is a financial consultant in Columbia, South Carolina. The firm provides personalized financial advice to help clients achieve their goals, with a particular focus on wealth strategies, retirement savings...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 263-1418
- edwardjones.com
Edward Jones - Financial Advisor: Crystal C Masincupp, CFP®: Financial consultant - Rating: N/A
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (839) 849-3500
- edwardjones.com
Edward Jones - Financial Advisor: Gabe Glover is a financial consultant in Columbia, SC. Serving clients of all asset levels, Gabe Glover provides personal financial advice designed to help individuals achieve their specific goals. The practice offers...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 749-2490
- edwardjones.com
Edward Jones - Financial Advisor: Parker Sizemore is a financial consultant in Columbia, South Carolina. The firm provides personal financial advice to help clients achieve their specific goals, specializing in several key focus areas. These services include...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 740-3130
- schwab.com
Charles Schwab of Columbia: Charles Schwab is a financial consultant in Columbia, South Carolina, offering personalized investment, wealth management, retirement planning, and brokerage services to individuals and families across the region. The firm serves clients at all stages of...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 699-9341
- edwardjones.com
Edward Jones - Financial Advisor: Amy L Cain, CFP®: Amy L Cain, CFP®, is a financial consultant in Columbia, South Carolina, providing personalized financial advice to individuals and families. She specializes in college savings, retirement savings and income strategies, estate and legacy planning, charitable...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (854) 888-1101
- divine-harmony-llc.ueniweb.com
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- Financial Consultant
- Columbia, South Carolina
- (803) 733-2155
- advisor.ml.com
Merrill Lynch Financial Advisor Walker Inabinet is a financial consultant in Columbia, South Carolina. Operating as The Folline King Group, the firm provides wealth management and financial services to clients seeking to navigate market opportunities and...
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- Financial Consultant
- Columbia, South Carolina
- (803) 931-1875
- foundation.firstcitizens.com
Adam P. Davis is a financial consultant in Columbia, South Carolina. Serving the Metro Columbia area as well as Orangeburg, Aiken, Sumter, and Augusta, Georgia, this professional provides specialized wealth management services. His expertise includes asset...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 931-1510
- foundation.firstcitizens.com
Angela Klosterman is a financial consultant in Columbia, SC. She serves as a Private Banker, VP, and Assistant Secretary at First Citizens Bank, offering wealth management services to clients in the Greater Columbia area and Lexington, SC. Her practice...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 561-0860
- reps.primerica.com
Ivan Earle: Primerica - Financial Services is a financial consultant in Columbia, SC, located at 115 Atrium Way #200. The firm serves residents of Columbia and surrounding communities with personalized investment strategies and financial planning. Services...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 790-1119
- reps.primerica.com
Jacob Levern Heatley: Primerica - Financial Services is a financial consultant in Columbia, SC. As a Primerica Financial Representative, Jacob Levern Heatley assists residents of Columbia and surrounding communities with their financial and life goals through...
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- Financial Consultant
- Columbia, South Carolina
- (803) 343-8801
- advisor.morganstanley.com
The Salmond Group - Morgan Stanley: Financial consultant - Rating: 5
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 343-8869
- advisor.morganstanley.com
J. Todd Wrenn - Morgan Stanley: Financial consultant - Rating: N/A
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 343-8813
- advisor.morganstanley.com
The Davidson-McNair Group - Morgan Stanley: Financial consultant - Rating: N/A
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 422-7297
- foundation.firstcitizens.com
Tripp Brunson is a financial consultant in Columbia, SC. Serving as a Private Banker, Senior Vice President, and Assistant Secretary, Tripp Brunson helps clients plan for their financial future and make informed decisions about their money. The practice...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 243-0235
- reps.primerica.com
Carolyn Mendelssohn Drake: Primerica - Financial Services is a financial consultant in Columbia, SC. The office assists residents of Columbia and surrounding communities with financial and life goals through personalized investment strategies and customized...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 343-8951
- advisor.morganstanley.com
Byron Williams - Morgan Stanley: Financial consultant - Rating: N/A
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 799-9503
- efinancialone.com
EFinancial Advisors is a financial consultant in Columbia, South Carolina. The firm provides wealth and investment management, financial guidance, and retirement and legacy planning. They serve a diverse range of clients, including high-net-worth individuals...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 343-8914
- advisor.morganstanley.com
The Rast McFadden Group - Morgan Stanley: Financial consultant - Rating: 5
#41PwC - HR
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (877) 792-4357
- jobs.us.pwc.com
PwC - HR is a financial consultant in Columbia, South Carolina, specializing in human resources, talent development, and workforce strategy for organizations across industries. The firm supports clients with comprehensive solutions in recruitment, employee...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 343-8990
- advisor.morganstanley.com
Ben A. Rast - Morgan Stanley: Financial consultant - Rating: N/A
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 343-8948
- advisor.morganstanley.com
Jan Jernigan - Morgan Stanley: Financial consultant - Rating: N/A
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 343-8856
- advisor.morganstanley.com
Bobbi Presper - Morgan Stanley: Financial consultant - Rating: N/A
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 223-7008
- advisor.janney.com
Great South Advisory Group of Janney Montgomery Scott is a financial consultant in Columbia, SC. The firm operates as a team of investment professionals with over 100 years of combined industry experience, managing a plan-driven practice that ensures...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 223-7000
- janney.com
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 343-8800
- advisor.morganstanley.com
Morgan Stanley Financial Advisors of Columbia: Financial consultant - Rating: 4.3
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 873-9850
- advisors.ubs.com
TCG & Associates: Financial consultant - Rating: N/A
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 777-4276
- thegamecockclub.com
The Gamecock Club is a Financial consultant in Columbia, SC, located at 1304 Heyward St. It provides financial support to student-athletes representing the University of South Carolina, covering tuition fees, meal costs, housing costs, medical costs, injury...
Score breakdown
- Financial Consultant
- Columbia, South Carolina
- (803) 799-9503
- efinancialone.com
Elam Financial Group is a financial consultant in Columbia, South Carolina, serving individuals and organizations with personalized wealth and investment management, retirement planning, and legacy strategies. The firm specializes in guiding high-net-worth...
What the Data Shows for Financial Consultants in Columbia
46% of the 54 financial consultants we measured in Columbia reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 50, compared with an average SEO score of 73.
The average Google rating across 24 rated financial consultants is 4.5, and the median listing has 3 reviews.
None of the 54 financial consultants 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 54 financial consultants 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 consultants 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 consultants in Columbia, South Carolina does BizScoreAI track?
54 financial consultants in Columbia currently meet the profile-quality bar for this page, with an average BizScore of 63 and a top score of 76.
What does AI Visibility mean for a financial consultant?
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. 46% of measured financial consultants in Columbia score 50 or higher.
Is being listed free?
Yes. Every financial consultant in Columbia is listed and scored for free, and claiming a listing is free too.
