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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Columbus, GA

Every SEC-registered investment adviser representative at a firm office in Columbus, with the firms that employ the most of them.

The short answer

121 registered advisors work in Columbus; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (14). 19 list the CFP designation and 102 are also registered broker representatives.

Firms with the most advisors in Columbus

FirmAdvisors in Columbus
Merrill Lynch, Pierce, Fenner & Smith Incorporated news14
Raymond James & Associates, Inc. news11
Synovus Securities, Inc.9
Wells Fargo Clearing Services, LLC news9
Morgan Stanley news8
Raymond James Financial Services Advisors, Inc. news8
Edward Jones news7
LPL Financial LLC news7
Truist Advisory Services, Inc. news6
Ameriprise Financial Services, LLC news5
State Farm Investment Management Corp.5
Stifel, Nicolaus & Company, Incorporated news5
Greatmark Investment Partners, Inc.4
First Command Advisory Services3
Wealth Intelligence, LLC3
Eagle Strategies LLC2
Longview Wealth Management2
Momentum Wealth Management2
Townsend Wealth Management2
Valic Financial Advisors, Inc.2
Bip Wealth, LLC1
Citrine Capital1
Fluid Financial Planning, LLC1
Hunter Financial Planning1
MML Investors Services, LLC1

Advisors in Columbus, A to Z

CFP advisors in Columbus →

Other cities in Georgia

All of Georgia →

Atlanta 4,322Alpharetta 1,100Marietta 306Savannah 296Athens 206Duluth 205Augusta 162Macon 162Cumming 160Roswell 151Woodstock 135Gainesville 124Peachtree City 118Kennesaw 104Suwanee 95Watkinsville 88Sandy Springs 84Lawrenceville 76Canton 69Decatur 63Valdosta 63Newnan 62Rome 59Peachtree Corners 58

Questions

How many financial advisors are in Columbus, GA?

121 investment adviser representatives are registered at firm offices in Columbus, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 102 of them are also registered as broker representatives, and 19 list the CFP designation.

Which firm has the most financial advisors in Columbus?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 14 registered advisors in Columbus, followed by Raymond James & Associates, Inc. with 11.

How do I check a financial advisor in Columbus?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.