9 advisors with offices in Columbia. Credentials, fee structures, and minimums are disclosed on each listing.
Columbia, Missouri
Aligned Wealth Group is located in Columbia, Missouri and serves clients in English.
View detailsColumbia, Missouri
Austin Francis - CTFS operates in Columbia, Missouri and serves clients in English. The firm holds a 5-star rating based on two Google reviews.
View detailsColumbia, Missouri
Convergence Wealth is an investment-management and wealth-management firm located in Columbia, Missouri. The firm provides financial planning services and operates in English.
View detailsColumbia, Missouri
Dan Kellar, CPFA®, is a financial advisor based in Columbia, Missouri, operating through Farther. He provides financial planning and investment management services with a focus on estate planning. Specific fee structures and additional credentials are not publicly listed.
View detailsColumbia, Missouri
Madigan Wealth Management is an investment advisory firm located in Columbia, Missouri, offering investment management, wealth management, and financial planning services. The firm operates in English and serves clients seeking guidance across multiple wealth-management disciplines.
View detailsColumbia, Missouri
Wirehouse
Merrill Lynch Wealth Management operates in Columbia, Missouri, providing investment management and wealth management services. The firm offers financial planning and investment management to clients. As a wirehouse, it is part of a larger brokerage and banking organization
View detailsColumbia, Missouri
Smith Moore, based in Columbia, Missouri, provides financial planning and investment management services. The firm operates in English and works with clients on portfolio strategy and financial planning matters.
View detailsColumbia, Missouri
Sundvold Financial is based in Columbia, Missouri and operates as an investment advisory firm serving English-speaking clients.
View detailsColumbia, Missouri
Wilkerson Advisory Group LLC is a fiduciary firm based in Columbia, Missouri that specializes in retirement planning and tax strategy. The firm provides retirement planning and tax planning services to clients. English is spoken.
View detailsAdvisors serving Columbia specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Missouri'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.