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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Columbia, MO

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

150 registered advisors work in Columbia; the most are at Edward Jones (31). 30 list the CFP designation and 98 are also registered broker representatives.

Firms with the most advisors in Columbia

FirmAdvisors in Columbia
Edward Jones news31
Convergence Financial15
LPL Financial LLC news13
Stifel, Nicolaus & Company, Incorporated news10
Cetera Investment Advisers LLC news8
State Farm Investment Management Corp.8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news6
Propartners Wealth6
Sundvold Financial6
Alexander Labrunerie & Co., Inc.5
Wilkerson Advisory Group LLC5
Eagle Bluffs Wealth Management LLC3
Integrity Advisory Solutions3
Raymond James Financial Services Advisors, Inc. news3
Bankers Life Advisory Services, Inc.2
Newedge Advisors2
Northwestern Mutual Investment Services, LLC2
Osaic Wealth, Inc. news2
Smith, Moore & Co.2
Clarity Financial1
Consolidated Asset Management, LLC1
Creative Planning news1
Elwood & Goetz1
Fee-Only Financial Services LLC1
Harrison Financial Planning1

Advisors in Columbia, A to Z

CFP advisors in Columbia →

Other cities in Missouri

All of Missouri →

St. Louis 4,277Clayton 597Chesterfield 582Kansas City 561St Louis 528Saint Louis 366Springfield 332Maryland Heights 163Frontenac 159Creve Coeur 88O'Fallon 80Jefferson City 75Lees Summit 69Lee's Summit 68Des Peres 60Liberty 60Cape Girardeau 55Kirkwood 50Saint Charles 49Joplin 48Ballwin 43Independence 42St Charles 41Blue Springs 40

Questions

How many financial advisors are in Columbia, MO?

150 investment adviser representatives are registered at firm offices in Columbia, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 98 of them are also registered as broker representatives, and 30 list the CFP designation.

Which firm has the most financial advisors in Columbia?

Edward Jones, with 31 registered advisors in Columbia, followed by Convergence Financial with 15.

How do I check a financial advisor in Columbia?

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.