Falists

Missouri · 14 advisers

Financial Advisors in Columbia, Missouri

Looking for a financial advisor in Columbia, Missouri? Falists indexes 14 SEC-registered and state-registered investment advisers in Columbia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $904.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

14

With website

11

Largest AUM

$904.0M

Financial planning

12

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth13Planning12Trusts12Retirement5Institutional3

Top advisors in Columbia

Ranked by AUM · Fees, team & specialties at a glance

View all 14 →

HFP INVESTMENTS

Columbia, MO

AUM

$3.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

800-584-5882

Full profileNo website

More cities in Missouri

St.. Louis (94)Kansas City (50)Saint Louis (27)Springfield (23)Chesterfield (22)Clayton (22)St. Louis (14)Lee'S Summit (7)Creve Coeur (5)St.. Charles (5)North Kansas City (4)Saint Charles (4)

Common questions

How many financial advisors are in Columbia, Missouri?
14 registered investment advisers are listed in our Columbia directory, sourced from public SEC filings.
What types of advisors are in Columbia?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Columbia?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.