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Affordable Financial Advisors in Columbia, TN
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As of May 2026, RatingsNearMe ranks 18 financial advisors in Columbia, TN by verified customer ratings and review volume. The highest-rated is Cornerstone Financial Management with a 5.0-star rating from 15 verified reviews. Also in the top tier: The Parker Group at Baird and Mutual Finance Inc. The average rating across all listed financial advisors in Columbia is 4.9 stars from 4 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
18
Businesses listed
4.9★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Cornerstone Financial Management
2000 Center Point Rd, Columbia, SC 29210, USA
The Parker Group at Baird
500 W 7th St, Columbia, TN 38401, USA
Mutual Finance Inc
611 S James Campbell Blvd, Columbia, TN 38401, USA
Financial Advisors Rankings in Columbia, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Cornerstone Financial Management2000 Center Point Rd, Columbia, SC 29210, USA | 5.0★ | 15 |
| #2 | The Parker Group at Baird500 W 7th St, Columbia, TN 38401, USA | 5.0★ | 14 |
| #3 | Mutual Finance Inc611 S James Campbell Blvd, Columbia, TN 38401, USA | 5.0★ | 5 |
| #4 | Edward Jones - Financial Advisor: Kelly S Chris2548 Nashville Hwy A, Columbia, TN 38401, USA | — | — |
| #5 | Caledonian Financial Inc708 N Main St, Columbia, TN 38401, USA | 4.1★ | 9 |
| #6 | Highland Wealth Management1167 Trotwood Ave, Columbia, TN 38401, USA | 5.0★ | 1 |
| #7 | Grace Financial Partners111 E 6th St, Columbia, TN 38401, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Nick Beck, CFP®415 W 7th St, Columbia, TN 38401, USA | 5.0★ | 2 |
| #9 | Glenn Campbell - Financial Advisor, Ameriprise Financial Services, LLC100 Blythewood Dr B, Columbia, TN 38401, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Brian S Sanderson710 N Garden St Suite 1, Columbia, TN 38401, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Columbia
Edward Jones - Financial Advisor: Kelly S Chris
2548 Nashville Hwy A, Columbia, TN 38401, USA
Caledonian Financial Inc
708 N Main St, Columbia, TN 38401, USA
Highland Wealth Management
1167 Trotwood Ave, Columbia, TN 38401, USA
Grace Financial Partners
111 E 6th St, Columbia, TN 38401, USA
Edward Jones - Financial Advisor: Nick Beck, CFP®
415 W 7th St, Columbia, TN 38401, USA
Glenn Campbell - Financial Advisor, Ameriprise Financial Services, LLC
100 Blythewood Dr B, Columbia, TN 38401, USA
Edward Jones - Financial Advisor: Brian S Sanderson
710 N Garden St Suite 1, Columbia, TN 38401, USA
Bruce Gillen - Private Wealth Advisor, Ameriprise Financial Services, LLC
22 Public Square Ste 1, Columbia, TN 38401, USA
Edward Jones - Financial Advisor: Charlie McDonald
1203 Hatcher Ln, Columbia, TN 38401, USA
Edward Jones - Financial Advisor: Dwaine Beck
415 W 7th St, Columbia, TN 38401, USA
Compass Capital Management
813 S Garden St Suite B, Columbia, TN 38401, USA
Bedwell Financial Services, Inc.
1603-A Carmack Blvd, Columbia, TN 38401, USA
Mark Meyer - Financial Advisor, Ameriprise Financial Services, LLC
816 S Garden St, Columbia, TN 38401, USA
Edward Jones - Financial Advisor: Nicole Drejerwski, CFP®
807 Nashville Hwy Suite 6, Columbia, TN 38401, USA
Paul Winkler, Inc Columbia
230 E James Campbell Blvd #105, Columbia, TN 38401, 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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