9 advisors with offices in Columbia. Credentials, fee structures, and minimums are disclosed on each listing.
Columbia, Maryland
Beacon Pointe Advisors is located in Columbia, Maryland and operates as an investment advisory firm. The firm serves clients in English and maintains a 4.9-star rating based on 27 Google reviews.
View detailsColumbia, Maryland
Brightworks Wealth Management, LLC is a wealth management firm based in Columbia, Maryland, offering investment management and financial planning services. The firm serves clients in English and maintains a 5-star rating on Google.
View detailsColumbia, Maryland
Carson Wealth is based in Columbia, Maryland and provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. The team holds the CLU credential and operates in English.
View detailsColumbia, Maryland
GLR Partners, based in Columbia, Maryland, provides financial planning and investment management services. The firm serves clients through English-language consultations.
View detailsColumbia, Maryland
Independent RIA
InvestEd Advisory is an independent registered investment advisor based in Columbia, Maryland. The firm provides financial planning and investment management services to clients. InvestEd Advisory operates under a fiduciary standard.
View detailsColumbia, Maryland
JN Private Wealth is located in Columbia, Maryland and provides investment advisory services. Additional details about specialties, service offerings, fee structure, and advisor credentials were not available.
View detailsColumbia, Maryland
Wirehouse
Merrill Lynch Wealth Management operates in Columbia, Maryland as a wirehouse firm offering investment management and wealth management services. The office provides financial planning and investment management to clients. Services are available in English.
View detailsColumbia, Maryland
Independent RIA
Moriarty Financial Services is an independent registered investment advisor in Columbia, Maryland, specializing in retirement planning. The firm provides financial planning and investment management services and operates under a fiduciary standard.
View detailsColumbia, Maryland
Williams Asset Management is an investment management firm based in Columbia, Maryland. The firm provides investment management, financial planning, and estate planning services. Language services available in English.
View detailsAdvisors serving Columbia specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Maryland's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.