Top Financial Advisors in Columbia, Missouri
Finding the right financial advisor in Columbia is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Columbia, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Columbia, MO.
Find the Best Financial Advisor Firms in Columbia:
CONVERGENCE FINANCIAL
CRD#: 304146
Address: 3919 S. Providence Road, Columbia, MO 65203
Clients: 1,668
Average Clients per Advisor: 128
AUM: $ 703M
ALEXANDER LABRUNERIE & CO., INC.
CRD#: 117153
Address: 601 Nifong Blvd. Suite 3b, Columbia, MO 65203-6804
Clients: 938
Average Clients per Advisor: 187
AUM: $ 525M
WILKERSON ADVISORY GROUP LLC
CRD#: 334668
Address: 200 Southampton Dr Suite 101, Columbia, MO 65203
Clients: 486
Average Clients per Advisor: 121
AUM: $ 307M
SUNDVOLD FINANCIAL
CRD#: 108176
Address: 1000 W. Nifong Building 4, Suite 104, Columbia, MO 65203
Clients: 450
Average Clients per Advisor: 75
AUM: $ 234M
EAGLE BLUFFS WEALTH MANAGEMENT LLC
CRD#: 306311
Address: 2201 Old 63 South, Columbia, MO 65201
Clients: 82
Average Clients per Advisor: 20
AUM: $ 231M
TRUMAN WEALTH ADVISORS
CRD#: 334752
Address: 411 N. College Avenue Suite 201, Columbia, MO 65201
Clients: 64
Average Clients per Advisor: 21
AUM: $ 142M
How We Chose the Top Financial Advisors in Columbia, Missouri
To create this list of top financial advisor firms in Columbia, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Columbia has to offer.
Search Financial Advisors in Columbia, Missouri
Matthew Robert Peiter
Joe David Eddy
Joshua Dean Hanley
Eric Robert Willmeth
Gina N Mauller
Donald Justin Thrash
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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