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Best Financial Planners in Columbia, South Carolina

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114Financial Planners scored in Columbia
58Average BizScore
85Top BizScore
35%AI Visibility 50 or higher
72Average SEO score
4.4Average Google rating (63 rated)

Top Financial Planners in Columbia

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Showing 101-114 of 114 Financial Planners listings in Columbia, SC · page 3 of 3

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TIAA Financial Services of Columbia website

Score breakdown

AI Visibility21
AI Ready48
SEO61
Freshness100
  • Financial Planner
  • Columbia, South Carolina
  • (866) 548-3748
  • locations.tiaa.org

TIAA Financial Services of Columbia is a financial planner in Columbia, SC, located at 1320 Main St Suite 300 - Office 334. The firm helps clients build, grow, and protect wealth by leveraging expertise tailored to individual life, career, and retirement...

Category rank by BizScore: #117 of 132 Financial Planner listings in ColumbiaScores updated Oct 23, 2026

#102Kirkland & King Financial

5.0 Google rating · 2 reviews

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Kirkland & King Financial website

Score breakdown

AI Visibility23
AI Ready-
SEO60
Freshness-
  • Financial Planner
  • Columbia, South Carolina
  • (803) 779-2138
  • kirklandandking.com

Kirkland & King Financial is a financial planner in Columbia, SC. The firm provides individual financial planning, retirement planning, estate conservation, and business planning services to clients in the midlands of South Carolina. With over 28 years of...

Category rank by BizScore: #118 of 132 Financial Planner listings in ColumbiaScores updated Jul 28, 2026
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Northwestern Mutual - George Starnes III website

Score breakdown

AI Visibility17
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Columbia, South Carolina
  • (803) 254-1802
  • northwesternmutual.com

Northwestern Mutual - George Starnes III: Financial planner - Rating: N/A

Category rank by BizScore: #120 of 132 Financial Planner listings in ColumbiaScores updated Sep 20, 2026

#104Northwestern Mutual Steven Diaz Financial Advisor

5.0 Google rating · 2 reviews

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Northwestern Mutual Steven Diaz Financial Advisor website

Score breakdown

AI Visibility19
AI Ready-
SEO60
Freshness-
  • Financial Planner
  • Columbia, South Carolina
  • (803) 254-0133
  • northwesternmutual.com

Northwestern Mutual Steven Diaz Financial Advisor: Financial planner - Rating: 5

Category rank by BizScore: #122 of 132 Financial Planner listings in ColumbiaScores updated Oct 25, 2026

#105A. J. Brooker Financial Associates

5.0 Google rating · 1 review

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A. J. Brooker Financial Associates website

Score breakdown

AI Visibility0
AI Ready23
SEO80
Freshness40
  • Financial Planner
  • Columbia, South Carolina
  • (803) 530-2760
  • ajbrooker.com

A. J. Brooker Financial Associates is a financial planner in Columbia, SC, located at 3614 Landmark Dr Suite C. The firm specializes in guiding affluent individuals who desire to give generously, integrating philanthropy, charitable giving, and legacy...

Category rank by BizScore: #124 of 132 Financial Planner listings in ColumbiaScores updated Oct 25, 2026
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G3 Wealth Advisors website

Score breakdown

AI Visibility14
AI Ready-
SEO62
Freshness-
  • Financial Planner
  • Columbia, South Carolina
  • (803) 254-1802
  • g3wa.nm.com

G3 Wealth Advisors: Financial planner - Rating: N/A

Category rank by BizScore: #123 of 132 Financial Planner listings in ColumbiaScores updated Oct 27, 2026
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Northwestern Mutual Wealth Management Company: Chad Dowdy website

Score breakdown

AI Visibility14
AI Ready-
SEO58
Freshness-
  • Financial Planner
  • Columbia, South Carolina
  • (803) 254-0133
  • northwesternmutual.com

Northwestern Mutual Wealth Management Company: Chad Dowdy: Financial planner - Rating: N/A

Category rank by BizScore: #125 of 132 Financial Planner listings in ColumbiaScores updated Oct 23, 2026

#108Hall Tax & Planning Services

3.9 Google rating · 7 reviews

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Hall Tax & Planning Services website

Score breakdown

AI Visibility9
AI Ready12
SEO50
Freshness40
  • Financial Planner
  • Columbia, South Carolina
  • (803) 551-0310
  • rhalltax.com

Hall Tax & Planning Services is a financial planner in Columbia, SC. They offer services including financial planning, investment management, and tax planning to help individuals and businesses manage their assets effectively. With a rating of 3.90 based on...

Category rank by BizScore: #127 of 132 Financial Planner listings in ColumbiaScores updated Oct 27, 2026

#109Lincoln Financial Group of Columbia

1.0 Google rating · 1 review

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L

Score breakdown

AI Visibility18
AI Ready-
SEO51
Freshness-
  • Financial Planner
  • Columbia, South Carolina
  • lincolnfinancial.com

Lincoln Financial Group of Columbia: Financial planner - Rating: 1

Category rank by BizScore: #126 of 132 Financial Planner listings in ColumbiaScores updated Oct 27, 2026

#110Monroe Financial Group

5.0 Google rating · 3 reviews

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Monroe Financial Group website

Score breakdown

AI Visibility11
AI Ready7
SEO49
Freshness-
  • Financial Planner
  • Columbia, South Carolina
  • (803) 445-1106
  • monroefg.com

Monroe Financial Group is a financial planner in Columbia, South Carolina. The firm provides specialized services including financial planning, estate and tax planning, portfolio management, retirement planning, legacy planning, and intergenerational wealth...

Category rank by BizScore: #128 of 132 Financial Planner listings in ColumbiaScores updated Oct 27, 2026

#111The McDaniel Corporation

4.5 Google rating · 13 reviews

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The McDaniel Corporation website

Score breakdown

AI Visibility10
AI Ready-
SEO27
Freshness-
  • Financial Planner
  • Columbia, South Carolina
  • (803) 750-4848
  • mcdanielcorp.com

The McDaniel Corporation: Financial planner - Rating: 4.5

Category rank by BizScore: #130 of 132 Financial Planner listings in ColumbiaScores updated Oct 27, 2026
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Apollon Wealth Management of Columbia website

Score breakdown

AI Visibility10
AI Ready-
SEO29
Freshness-
  • Financial Planner
  • Columbia, South Carolina
  • (803) 265-5155
  • apollonwealthmanagement.com

Apollon Wealth Management of Columbia: Financial planner - Rating: N/A

Category rank by BizScore: #131 of 132 Financial Planner listings in ColumbiaScores updated Oct 27, 2026

#113Creative Financial Strategies of Columbia

5.0 Google rating · 1 review

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Creative Financial Strategies of Columbia website
  • Financial Planner
  • Columbia, South Carolina
  • (803) 741-1001
  • 4decisions.com
Scores updated Jul 28, 2026
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Element Advisors website
  • Financial Planner
  • Columbia, South Carolina
  • (864) 901-2161
  • elementsc.co
Scores updated Jul 28, 2026
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What the Data Shows for Financial Planners in Columbia

35% of the 112 financial planners we measured in Columbia reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 42, compared with an average SEO score of 72.

The average Google rating across 63 rated financial planners is 4.4, and the median listing has 1 review.

None of the 114 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.

BizScoreAI compares 114 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. 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, South Carolina does BizScoreAI track?

114 financial planners in Columbia currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 85.

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.