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Best Financial Planners in Columbia, South Carolina

BizScoreAI ranks 71 financial planners in Columbia, South Carolina by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Rankings use the published BizScore formulas. How we score

71Financial Planners scored in Columbia
60Average BizScore
73Top BizScore
35%AI Visibility 50 or higher
73Average SEO score
4.4Average Google rating (51 rated)
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Top Financial Planners in Columbia by BizScore

Showing 1-50 of 71 Financial Planners listings in Columbia, SC · page 1 of 2

#1

Joy J Watkins CFP Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 65 · SEO 86 · Rank 3 of 135 financial planners in Columbia

73Score
#2

Preservation Specialists, LLC Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 54 · SEO 88 · Rank 5 of 135 financial planners in Columbia

72Score
#3

InVestra Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 67 · SEO 67 · Google 3.0 (2 reviews) · Rank 8 of 135 financial planners in Columbia

70Score
#4

The Financial Knot Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 48 · SEO 81 · Rank 25 of 135 financial planners in Columbia

67Score
#5

Carly Burress TIAA Wealth Management Advisor Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 54 · SEO 71 · Rank 26 of 135 financial planners in Columbia

66Score
#6

Cornerstone Financial Management Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 60 · SEO 67 · Google 5.0 (15 reviews) · Rank 27 of 135 financial planners in Columbia

65Score
#7

Pendleton Street Business Advisors Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 53 · SEO 69 · Google 5.0 (7 reviews) · Rank 29 of 135 financial planners in Columbia

65Score
#8

Merrill Lynch Financial Advisor Jeanna Lizzi Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 54 · SEO 78 · Google 4.0 (1 reviews) · Rank 28 of 135 financial planners in Columbia

65Score
#9

Brandon Briggs - Financial Advisor, Ameriprise Financial Services, LLC Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 50 · SEO 73 · Rank 31 of 135 financial planners in Columbia

65Score
#10

Lauren Ghelardini - Financial Advisor, Ameriprise Financial Services, LLC Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 50 · SEO 72 · Rank 32 of 135 financial planners in Columbia

65Score
#11

Steven Ghelardini - Financial Advisor, Ameriprise Financial Services, LLC Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 50 · SEO 72 · Rank 33 of 135 financial planners in Columbia

65Score
#12

DaVinci Financial Designs LLC Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 53 · SEO 72 · Google 5.0 (3 reviews) · Rank 35 of 135 financial planners in Columbia

64Score
#13

Merrill Lynch Financial Advisor Jeffrey Kennard Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 54 · SEO 77 · Google 4.0 (1 reviews) · Rank 34 of 135 financial planners in Columbia

64Score
#14

Merrill Lynch Financial Advisor Vincent Schiano Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 51 · SEO 79 · Google 4.0 (1 reviews) · Rank 36 of 135 financial planners in Columbia

64Score
#15

Merrill Lynch Financial Advisor William Meinel Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 51 · SEO 79 · Google 4.0 (1 reviews) · Rank 37 of 135 financial planners in Columbia

64Score
#16

Abacus Planning Group, Inc. Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 50 · SEO 74 · Rank 38 of 135 financial planners in Columbia

64Score
#17

First Command Financial Advisor - Scott Mewborne Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 46 · SEO 73 · Google 5.0 (12 reviews) · Rank 44 of 135 financial planners in Columbia

63Score
#18

First Command of Columbia Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 46 · SEO 72 · Google 4.0 (4 reviews) · Rank 45 of 135 financial planners in Columbia

63Score
#19

Barron Financial Group, LLC Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 43 · SEO 84 · Google 5.0 (1 reviews) · Rank 46 of 135 financial planners in Columbia

63Score
#20

Merrill Lynch Private Wealth Advisor Russ Purdy Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 53 · SEO 74 · Google 4.0 (1 reviews) · Rank 40 of 135 financial planners in Columbia

63Score
#21

Merrill Lynch Financial Advisor Matthew Swinney Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 51 · SEO 78 · Google 4.0 (1 reviews) · Rank 42 of 135 financial planners in Columbia

63Score
#22

Merrill Lynch Financial Advisor Terry Whigham Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 53 · SEO 74 · Google 4.0 (1 reviews) · Rank 41 of 135 financial planners in Columbia

63Score
#23

Marion Investment Advisors Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 42 · SEO 81 · Rank 47 of 135 financial planners in Columbia

63Score
#24

By Design Wealth Management Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 50 · SEO 75 · Rank 43 of 135 financial planners in Columbia

63Score
#25

Consolidated Planning, Inc. Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 42 · SEO 81 · Google 5.0 (1 reviews) · Rank 57 of 135 financial planners in Columbia

62Score
#26

Merrill Lynch Financial Advisor Paul Cash Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 51 · SEO 74 · Google 4.0 (1 reviews) · Rank 50 of 135 financial planners in Columbia

62Score
#27

Merrill Lynch Financial Advisor Taylor Stevens Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 49 · SEO 77 · Google 4.0 (1 reviews) · Rank 51 of 135 financial planners in Columbia

62Score
#28

Merrill Lynch Financial Advisor Ryan Fain Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 49 · SEO 77 · Google 4.0 (1 reviews) · Rank 52 of 135 financial planners in Columbia

62Score
#29

Merrill Lynch Financial Advisor Eric Group Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 49 · SEO 77 · Google 4.0 (1 reviews) · Rank 53 of 135 financial planners in Columbia

62Score
#30

Merrill Lynch Financial Advisor Jeffrey Beach Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 49 · SEO 77 · Google 4.0 (1 reviews) · Rank 54 of 135 financial planners in Columbia

62Score
#31

Merrill Lynch Private Wealth Advisor Kirk Lloyd Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 51 · SEO 76 · Google 4.0 (1 reviews) · Rank 49 of 135 financial planners in Columbia

62Score
#32

Merrill Lynch Financial Advisor Larry Cobb Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 49 · SEO 77 · Google 4.0 (1 reviews) · Rank 55 of 135 financial planners in Columbia

62Score
#33

Cornerstone Financial Management - The Templeton Group Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 43 · SEO 77 · Google 4.8 (17 reviews) · Rank 62 of 135 financial planners in Columbia

61Score
#34

First Command Financial Advisor - Kendall Matthews Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 42 · SEO 72 · Google 5.0 (14 reviews) · Rank 64 of 135 financial planners in Columbia

61Score
#35

Merrill Lynch Financial Advisor Read Folline Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 47 · SEO 77 · Google 4.0 (1 reviews) · Rank 60 of 135 financial planners in Columbia

61Score
#36

Merrill Lynch Financial Advisor Thomas Marshall Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 52 · SEO 72 · Google 4.0 (1 reviews) · Rank 58 of 135 financial planners in Columbia

61Score
#37

Merrill Lynch Financial Advisor Robert King Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 47 · SEO 77 · Google 4.0 (1 reviews) · Rank 61 of 135 financial planners in Columbia

61Score
#38

First Command Financial Advisor - Terrelle George Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 42 · SEO 73 · Rank 63 of 135 financial planners in Columbia

61Score
#39

Milestone Wealth Advisors Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 40 · SEO 77 · Google 5.0 (10 reviews) · Rank 76 of 135 financial planners in Columbia

60Score
#40

Merrill Lynch Financial Advisor Alex Johnson Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 44 · SEO 78 · Google 4.0 (1 reviews) · Rank 71 of 135 financial planners in Columbia

60Score
#41

Ben Yglesias - Financial Advisor: Michael Oana Retirement Planning Specialist Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 42 · SEO 80 · Rank 73 of 135 financial planners in Columbia

60Score
#42

Grady Group Inc Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 46 · SEO 72 · Google 5.0 (8 reviews) · Rank 88 of 135 financial planners in Columbia

59Score
#43

Edelman Financial Engines of Columbia Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 39 · SEO 75 · Google 4.0 (2 reviews) · Rank 92 of 135 financial planners in Columbia

59Score
#44

Merrill Lynch Financial Advisor Brian Palisin Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 43 · SEO 78 · Google 4.0 (1 reviews) · Rank 89 of 135 financial planners in Columbia

59Score
#45

Merrill Lynch Financial Advisor James Turner Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 46 · SEO 74 · Google 4.0 (1 reviews) · Rank 84 of 135 financial planners in Columbia

59Score
#46

Merrill Lynch Financial Advisor Jessie Palisin Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 46 · SEO 73 · Google 4.0 (1 reviews) · Rank 87 of 135 financial planners in Columbia

59Score
#47

Merrill Lynch Financial Advisor Jessica Miles Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 50 · SEO 67 · Google 4.0 (1 reviews) · Rank 82 of 135 financial planners in Columbia

59Score
#48

Merrill Lynch Senior Consultant E. Robertson "Bud" Kibler Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 46 · SEO 74 · Google 4.0 (1 reviews) · Rank 85 of 135 financial planners in Columbia

59Score
#49

Merrill Lynch Financial Advisor Jack Wynkoop Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 46 · SEO 74 · Google 4.0 (1 reviews) · Rank 86 of 135 financial planners in Columbia

59Score
#50

Bank of America Private Client Advisor Lindsey Griffin Claim Now

Financial Planner in Columbia, South Carolina

Columbia, South Carolina

AI Visibility 54 · SEO 62 · Rank 79 of 135 financial planners in Columbia

59Score

Frequently Asked Questions

How are financial planners in Columbia ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Columbia, South Carolina does BizScoreAI track?

71 financial planners in Columbia currently meet the profile-quality bar for this page, with an average BizScore of 60 and a top score of 73.

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. 35% 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.