Best Financial Planners in Lexington, South Carolina
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Lexington
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Showing 1-12 of 12 Financial Planners listings in Lexington, SC · page 1 of 1
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 957-3622
- ameripriseadvisors.com
Generational Strategic Design - Ameriprise Financial Services, LLC is a financial planner in Lexington, SC. They offer personalized financial advice tailored to help clients achieve their financial goals, operating as a private wealth advisory practice of...
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 957-3622
- ameripriseadvisors.com
Heath Bartlett - Financial Advisor, Ameriprise Financial Services, LLC: Financial planner - Rating: 3
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 957-1912
- ameripriseadvisors.com
Omni Wealth Advisors - Ameriprise Financial Services, LLC is a financial planner in Lexington, SC. They offer personalized financial advice to help clients reach their financial goals and provide services such as retirement planning, investment management...
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 821-7071
- ameripriseadvisors.com
Webb Atkinson - Private Wealth Advisor, Ameriprise Financial Services, LLC: Financial planner - Rating: 5
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 359-2569
- limehousefinancial.com
Limehouse Financial is a financial planner in Lexington, SC, located at 140-B Whiteford Way. The firm helps pre-retirees and retirees create comprehensive financial plans to achieve their retirement goals, offering services that include investment management...
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 748-7666
- colawealth.com
Cola Wealth Advisors-Lexington SC is a financial planner in Lexington, SC, located at 4580 Sunset Blvd. The firm provides comprehensive financial planning services including tax planning, retirement planning, estate planning, investment management, insurance...
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 727-8782
- brightworksfp.com
Brightworks Financial Planning LLC is a financial planner in Lexington, SC. The firm serves busy high earners and pre-retirees in Lexington, the greater Columbia area, and nationwide. It provides comprehensive financial planning covering cash flow, taxes...
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 399-2000
- crescentfinancialgroup.com
Crescent Financial Group is a financial planner in Lexington, SC. The firm provides financial advisory services to individuals and families in Lexington, Columbia, and Aiken, SC. Their specialized services include investment strategies, retirement planning...
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 828-7050
- wealthmanagementatfounders.com
Brandon Powell: Founders Wealth Management is a financial planner in Lexington, South Carolina, serving individuals and families with personalized guidance in retirement planning, wealth management, college savings, and investment strategies. The firm...
Score breakdown
- Financial Planner
- Lexington, South Carolina
- (803) 606-2218
- cmcwealthmanagement.com
CMC Wealth Management, LLC is a financial planner in Lexington, SC. The firm is an independent Registered Investment Advisory (RIA) that specializes in retirement planning, divorce financial planning, portfolio risk management, insurance advice, and estate...
- Financial Planner
- Lexington, South Carolina
- (803) 359-3800
- carolinawealthmanagement.com
Carolina Wealth Management of Lexington: Financial planner - Rating: 5
- Financial Planner
- Lexington, South Carolina
- (803) 490-6070
- camposws.dadavidsonfa.com
What the Data Shows for Financial Planners in Lexington
30% of the 10 financial planners we measured in Lexington reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 40, compared with an average SEO score of 72.
The average Google rating across 11 rated financial planners is 4.6, and the median listing has 2 reviews.
None of the 12 financial planners 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 12 financial planners in Lexington, 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 Lexington 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 Lexington, South Carolina does BizScoreAI track?
12 financial planners in Lexington currently meet the profile-quality bar for this page, with an average BizScore of 59 and a top score of 70.
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. 30% of measured financial planners in Lexington score 50 or higher.
Is being listed free?
Yes. Every financial planner in Lexington is listed and scored for free, and claiming a listing is free too.
