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Best Investment Services in Columbia, South Carolina

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15Investment Services scored in Columbia
58Average BizScore
77Top BizScore
36%AI Visibility 50 or higher
66Average SEO score
4.3Average Google rating (8 rated)

Top Investment Services in Columbia

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Showing 1-15 of 15 Investment Services listings in Columbia, SC · page 1 of 1

#1Forexbrokers CO Top-Rated

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Forexbrokers CO website

Score breakdown

AI Visibility78
AI Ready-
SEO83
Freshness-
  • Investment Service
  • Columbia, South Carolina
  • forexbrokers.com.co
Category rank by BizScore: #1 of 16 Investment Service listings in ColumbiaScores updated Sep 24, 2026

#2Wallick Investments, LLC

5.0 Google rating · 2 reviews

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Wallick Investments, LLC website

Score breakdown

AI Visibility62
AI Ready-
SEO79
Freshness-
  • Investment Service
  • Columbia, South Carolina
  • (803) 699-9400
  • wallickinvestments.com

Wallick Investments, LLC is an investment service in Columbia, SC. The firm operates as a fee-only registered investment advisor specializing in separate account portfolio management for 401k plans and IRA rollovers. It offers factor-based, biblically...

Category rank by BizScore: #3 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026
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IPX1031 - Investment Property Exchange Services, Inc. website

Score breakdown

AI Visibility71
AI Ready29
SEO64
Freshness-
  • Investment Service
  • Columbia, South Carolina
  • (916) 806-1468
  • ipx1031.com

IPX1031 - Investment Property Exchange Services, Inc. is an investment service in Columbia, SC. The company provides 1031 Exchange Qualified Intermediary services throughout the Southern and Southeast regions, including Florida, Georgia, Alabama, Mississippi...

Category rank by BizScore: #2 of 16 Investment Service listings in ColumbiaScores updated Oct 27, 2026

#4Truist Wealth of Columbia

5.0 Google rating · 1 review

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Truist Wealth of Columbia website

Score breakdown

AI Visibility55
AI Ready15
SEO84
Freshness100
  • Investment Service
  • Columbia, South Carolina
  • (803) 748-1177
  • truist.com
Category rank by BizScore: #4 of 16 Investment Service listings in ColumbiaScores updated Oct 27, 2026

#5Rosalyn Glenn - Prudential Financial

5.0 Google rating

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Rosalyn Glenn - Prudential Financial website

Score breakdown

AI Visibility46
AI Ready-
SEO87
Freshness-
  • Investment Service
  • Columbia, South Carolina
  • (803) 250-4795
  • prudential.com
Category rank by BizScore: #5 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026
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Travis Hudson - Prudential Financial website

Score breakdown

AI Visibility46
AI Ready7
SEO83
Freshness-
  • Investment Service
  • Columbia, South Carolina
  • (803) 726-7780
  • prudential.com

Travis Hudson - Prudential Financial is an investment service in Columbia, South Carolina. The practice provides financial planning and various insurance and investment solutions, including life insurance, fixed annuities, variable annuities, variable life...

Category rank by BizScore: #7 of 16 Investment Service listings in ColumbiaScores updated Oct 27, 2026

#7Mutual of Omaha® Advisors - Columbia

4.7 Google rating · 12 reviews

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Mutual of Omaha® Advisors - Columbia website

Score breakdown

AI Visibility44
AI Ready32
SEO69
Freshness-
  • Investment Service
  • Columbia, South Carolina
  • (803) 750-6889
  • agents.mutualofomaha.com

Mutual of Omaha® Advisors - Columbia is an investment service in Columbia, SC, located at 250 Berryhill Rd Suite 102. The firm serves clients in the Columbia area with financial advisory services. It holds a rating of 4.70 based on 12 reviews. The company...

Category rank by BizScore: #8 of 16 Investment Service listings in ColumbiaScores updated Oct 25, 2026

#8JJE Capital Holdings

3.4 Google rating · 5 reviews

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JJE Capital Holdings website

Score breakdown

AI Visibility44
AI Ready27
SEO60
Freshness15
  • Investment Service
  • Columbia, South Carolina
  • (803) 567-6400
  • jjech.com

JJE Capital Holdings is an investment service in Columbia, SC, located at 3850 Fernandina Rd. It holds a rating of 3.40 based on 5 reviews. The company maintains subsidiary operations in Florida, North Carolina, and various cities in South Carolina. It...

Category rank by BizScore: #9 of 16 Investment Service listings in ColumbiaScores updated Oct 27, 2026
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Edward Jones Investments of Columbia website

Score breakdown

AI Visibility55
AI Ready0
SEO50
Freshness-
  • Investment Service
  • Columbia, South Carolina
  • (360) 575-9399
  • accountaccess.edwardjones.ca

Edward Jones Investments of Columbia: Edward Jones Investments is an investment service in Columbia, SC. The firm provides financial services and account management tools for clients seeking secure access to their investment information. The business offers online access for clients to manage...

Category rank by BizScore: #6 of 16 Investment Service listings in ColumbiaScores updated Oct 25, 2026

#10Merrill Lynch Wealth Management of Columbia

3.0 Google rating · 5 reviews

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Merrill Lynch Wealth Management of Columbia website

Score breakdown

AI Visibility30
AI Ready33
SEO73
Freshness100
  • Investment Service
  • Columbia, South Carolina
  • (803) 771-8720
  • advisor.ml.com

Merrill Lynch Wealth Management of Columbia: Merrill Lynch Wealth Management is an investment service in Columbia, SC. They provide comprehensive financial strategies to individuals, families, business owners, executives, and institutions, leveraging their extensive experience in wealth management...

Category rank by BizScore: #12 of 16 Investment Service listings in ColumbiaScores updated Oct 23, 2026

#11Wells Fargo Advisors of Columbia

3.0 Google rating · 1 review

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Wells Fargo Advisors of Columbia website

Score breakdown

AI Visibility39
AI Ready13
SEO59
Freshness100
  • Investment Service
  • Columbia, South Carolina
  • (803) 929-1192
  • home.wellsfargoadvisors.com

Wells Fargo Advisors of Columbia: Wells Fargo Advisors is an investment service in Columbia, SC. The firm provides financial advisory services to individuals in the Columbia area. The branch is located at 1320 Main Street, Suite 600, and features a team of financial professionals including...

Category rank by BizScore: #11 of 16 Investment Service listings in ColumbiaScores updated Oct 25, 2026
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Colonial Trust Company website

Score breakdown

AI Visibility38
AI Ready22
SEO60
Freshness100
  • Investment Service
  • Columbia, South Carolina
  • (803) 782-7646
  • colonialtrust.com

Colonial Trust Company is an investment service in Columbia, SC. The firm creates personalized solutions for clients’ financial objectives, offering comprehensive services to execute fiduciary duties and collaborative wealth planning strategies focused on a...

Category rank by BizScore: #10 of 16 Investment Service listings in ColumbiaScores updated Oct 25, 2026
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Capital Consulting Group website

Score breakdown

AI Visibility33
AI Ready-
SEO37
Freshness-
  • Investment Service
  • Columbia, South Carolina
  • (803) 771-9090
  • capitalconsultinggroup.com

Capital Consulting Group: Investment service - Rating: N/A

Category rank by BizScore: #14 of 16 Investment Service listings in ColumbiaScores updated Oct 27, 2026
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Yon-Drake & Associates, Inc. website

Score breakdown

AI Visibility5
AI Ready-
SEO36
Freshness-
  • Investment Service
  • Columbia, South Carolina
  • (803) 256-1212
  • yondrake.com

Yon-Drake & Associates, Inc. is an investment service in Columbia, South Carolina. The firm is an independent, fee-only investment consulting practice serving institutional funds, including depreciation funds, foundations, endowments, pension funds, defined...

Category rank by BizScore: #16 of 16 Investment Service listings in ColumbiaScores updated Oct 27, 2026

#15Ione Cockrell - Prudential Financial

5.0 Google rating · 1 review

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Ione Cockrell - Prudential Financial website
  • Investment Service
  • Columbia, South Carolina
  • (803) 254-4899
  • prudential.com

Ione Cockrell - Prudential Financial: Investment service - Rating: 5

Scores updated Jul 28, 2026
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What the Data Shows for Investment Services in Columbia

36% of the 14 investment services we measured in Columbia reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 46, compared with an average SEO score of 66.

The average Google rating across 8 rated investment services is 4.3, and the median listing has 2 reviews.

None of the 15 investment services 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 15 investment services 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 investment services 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 investment services in Columbia, South Carolina does BizScoreAI track?

15 investment services in Columbia currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 77.

What does AI Visibility mean for a investment service?

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. 36% of measured investment services in Columbia score 50 or higher.

Is being listed free?

Yes. Every investment service in Columbia is listed and scored for free, and claiming a listing is free too.