4.5+ Stars · Columbia
Highly Rated Financial Advisors in Columbia, MD
Only the best make this list. These financial advisors in Columbia have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Columbia, MD by verified customer ratings and review volume. The highest-rated is Blueprint Wealth Management with a 5.0-star rating from 72 verified reviews. Also in the top tier: Ibello Wealth Management and Beacon Pointe Advisors. The average rating across all listed financial advisors in Columbia is 4.9 stars from 13 reviews per business on average.
Financial advisors in Columbia typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Blueprint Wealth Management
5026 Dorsey Hall Dr #105, Ellicott City, MD 21042, USA
Ibello Wealth Management
10440 Little Patuxent Pkwy Suite 300, Columbia, MD 21044, USA
Beacon Pointe Advisors
6811 Benjamin Franklin Dr #100, Columbia, MD 21046, USA
Financial Advisors Rankings in Columbia, MD
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Blueprint Wealth Management5026 Dorsey Hall Dr #105, Ellicott City, MD 21042, USA | 5.0★ | 72 |
| #2 | Ibello Wealth Management10440 Little Patuxent Pkwy Suite 300, Columbia, MD 21044, USA | 5.0★ | 65 |
| #3 | Beacon Pointe Advisors6811 Benjamin Franklin Dr #100, Columbia, MD 21046, USA | 4.9★ | 27 |
| #4 | 369 Financial5457 Twin Knolls Rd Suite 300, Columbia, MD 21045, USA | 5.0★ | 13 |
| #5 | Pointer Financial Advisors10500 Little Patuxent Pkwy #460, Columbia, MD 21044, USA | 5.0★ | 1 |
| #6 | Evergreen Advisors10440 Little Patuxent Pkwy 12th Floor, Columbia, MD 21044, USA | 5.0★ | 1 |
| #7 | Athlon Wealth Advisors, LLC10715 Little Patuxent Pkwy #120, Columbia, MD 21044, USA | 5.0★ | 2 |
| #8 | InvestEd Advisory10320 Little Patuxent Pkwy #930, Columbia, MD 21044, USA | 4.7★ | 9 |
| #9 | Metropolitan Wealth Advisors6811 Benjamin Franklin Dr suite 160, Columbia, MD 21046, USA | 5.0★ | 1 |
| #10 | Margaux Hrab - Financial Advisor, Ameriprise Financial Services, LLC10440 Little Patuxent Pkwy Ste 338, Columbia, MD 21044, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Columbia
369 Financial
5457 Twin Knolls Rd Suite 300, Columbia, MD 21045, USA
Pointer Financial Advisors
10500 Little Patuxent Pkwy #460, Columbia, MD 21044, USA
Evergreen Advisors
10440 Little Patuxent Pkwy 12th Floor, Columbia, MD 21044, USA
Athlon Wealth Advisors, LLC
10715 Little Patuxent Pkwy #120, Columbia, MD 21044, USA
InvestEd Advisory
10320 Little Patuxent Pkwy #930, Columbia, MD 21044, USA
Metropolitan Wealth Advisors
6811 Benjamin Franklin Dr suite 160, Columbia, MD 21046, USA
Margaux Hrab - Financial Advisor, Ameriprise Financial Services, LLC
10440 Little Patuxent Pkwy Ste 338, Columbia, MD 21044, USA
NIV Advisors
6395 Dobbin Rd #102, Columbia, MD 21045, USA
Janoskie Financial & Associates
10805 Hickory Ridge Rd #215, Columbia, MD 21044, USA
Brightworks Wealth Management, LLC
10440 Little Patuxent Pkwy #100, Columbia, MD 21044, USA
Merrill Lynch Wealth Management
10320 Little Patuxent Pkwy Suite 1000, Columbia, MD 21044, USA
Benjamin James - Private Wealth Advisor, Ameriprise Financial Services, LLC
8825 Stanford Blvd Ste 200, Columbia, MD 21045, USA
Offit Advisors - Columbia
6990 Columbia Gateway Dr Suite 150, Columbia, MD 21046, USA
Heritage Financial Advisors, LLC
8850 Columbia 100 Pkwy #314, Columbia, MD 21045, USA
Elite Income Advisors
6011 University Blvd suite 350, Ellicott City, MD 21043, USA
Centennial Wealth Management
8825 Stanford Blvd Ste 200, Columbia, MD 21045, USA
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Frequently Asked Questions — Financial Advisors in Columbia
What is a fiduciary financial advisor and why does it matter in Columbia?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Columbia, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Columbia?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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