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Financial Advisors in Columbia, MO — Free Estimates
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Columbia, MO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Freedom Wealth Planning with a 5.0-star rating from 14 Google reviews and an RNM Score of 85/100. Also in the top tier: Trek Wealth Planning and Wilkerson Advisory Group LLC. The average rating across all listed financial advisors in Columbia is 5 stars from 6 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Aligned Wealth Group
Aligned Wealth Group stands out as the top-ranked advisor in Columbia, MO, due to its comprehensive wealth management services and strong client satisfaction.
Most Reviewed
Edward Jones - Financial Advisor: Mark P Richardson, CFP®
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Columbia, consider your specific needs such as retirement planning or investment management, and schedule initial consultations to compare communication styles and fee structures.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
6
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 14 reviews, this Columbia financial advisor is highly recommended by clients.
1000 W Nifong Blvd Building 3, Suite 220, Columbia, MO 65203, USARated 5.0 stars from 12 reviews, a trusted local financial advisor.
910 E Broadway Suite 200, Columbia, MO 65201, USAColumbia's top-rated financial advisor with a perfect 5.0-star rating from 27 reviews.
200 E Southampton Dr Suite 101, Columbia, MO 65203, USAFinancial Advisors Rankings in Columbia, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Freedom Wealth Planning1000 W Nifong Blvd Building 3, Suite 220, Columbia, MO 65203, USA | 5.0★ | 14 |
| #2 | Trek Wealth Planning910 E Broadway Suite 200, Columbia, MO 65201, USA | 5.0★ | 12 |
| #3 | Wilkerson Advisory Group LLC200 E Southampton Dr Suite 101, Columbia, MO 65203, USA | 5.0★ | 27 |
| #4 | LaBrunerie Financial601 W Nifong Blvd # 3B, Columbia, MO 65203, USA | 4.2★ | 5 |
| #5 | Harrison Financial Planning303 N Stadium Blvd #200, Columbia, MO 65203, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: J R Lawless, CFP®203 E Nifong Blvd AA, Columbia, MO 65203, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Stephanie Goans, AAMS®11 S Fairview Rd Suite 109, Columbia, MO 65203, USA | 5.0★ | 2 |
| #8 | Forum Advisory Services, LLC | Bryan Bolten, ChFC®2310 Forum Blvd # C, Columbia, MO 65203, USA | 5.0★ | 12 |
| #9 | Aligned Wealth Group3621 Discovery Pkwy #123, Columbia, MO 65201, USA | 5.0★ | 10 |
| #10 | The Trust Company of Columbia4210 Philips Farm Rd #109, Columbia, MO 65201, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Columbia
Rated 4.2 stars from 5 reviews, this Columbia financial advisor offers solid local guidance.
601 W Nifong Blvd # 3B, Columbia, MO 65203, USA
Rated 5.0 stars from two reviews, this Columbia financial advisor earns exceptional client praise.
303 N Stadium Blvd #200, Columbia, MO 65203, USA
Columbia, MO financial advisor with a perfect 5.0-star rating from 2 reviews.
203 E Nifong Blvd AA, Columbia, MO 65203, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
11 S Fairview Rd Suite 109, Columbia, MO 65203, USA
Exceptional 5.0-star rating from 12 reviews in Columbia, MO.
2310 Forum Blvd # C, Columbia, MO 65203, USA
Rated 5.0 stars by 10 Google reviewers, offering trusted local financial guidance.
3621 Discovery Pkwy #123, Columbia, MO 65201, USA
Trusted by clients with a perfect 5.0★ rating from 6 reviews.
4210 Philips Farm Rd #109, Columbia, MO 65201, USA
5.0 stars from 6 reviews, reflecting exceptional client satisfaction.
411 N College Ave #201, Columbia, MO 65201, USA
Earned a perfect 5.0-star rating from 4 Google reviews in Columbia, MO.
2415 Carter Ln #104, Columbia, MO 65201, USA
Earns a perfect 5.0-star rating from a handful of local client reviews.
709 Fay St #209, Columbia, MO 65201, USA
Rated 5.0 stars from two Google reviews, reflecting exceptional client satisfaction.
2502 W Ash St, Columbia, MO 65203, USA
Earns a perfect 5.0-star rating from a small number of local client reviews.
4205 Philips Farm Rd #100, Columbia, MO 65201, USA
Earns a perfect 5.0-star rating from a small number of Google reviews.
3919 S Providence Rd, Columbia, MO 65203, USA
Rated 5.0 stars from two Google reviews for financial guidance in Columbia.
1729 W Broadway Suite 3, Columbia, MO 65203, USA
Earns a perfect 5.0-star rating from its early Google reviews.
4205 Philips Farm Rd #100, Columbia, MO 65201, USA
Trusted local financial advisor with a perfect 5.0-star rating from clients.
1000 W Nifong Blvd Ste. 4-104, Columbia, MO 65203, USA
Earns a perfect 5.0-star rating from its early Google reviews in Columbia.
3806 Buttonwood Dr #102, Columbia, MO 65201, USA
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Financial Advisors in Columbia, MO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Freedom Wealth Planning | 85/100 | 5.0 ★ | 14 |
| 2 | Trek Wealth Planning | 84/100 | 5.0 ★ | 12 |
| 3 | Wilkerson Advisory Group LLC | 76/100 | 5.0 ★ | 27 |
| 4 | LaBrunerie Financial | 54/100 | 4.2 ★ | 5 |
| 5 | Harrison Financial Planning | 76/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: J R Lawless, CFP® | 64/100 | 5.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Stephanie Goans, AAMS® | 64/100 | 5.0 ★ | 2 |
| 8 | Forum Advisory Services, LLC | Bryan Bolten, ChFC® | 72/100 | 5.0 ★ | 12 |
| 9 | Aligned Wealth Group | 71/100 | 5.0 ★ | 10 |
| 10 | The Trust Company of Columbia | 69/100 | 5.0 ★ | 6 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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