Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Columbia, United States

Name: Comprehensive financial planning firms based in Columbia, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 86 companies tracked

RevenueBase identified 86 comprehensive financial planning firms headquartered in Columbia, United States as of September 2026 and tracks 536 professional contacts across them, including 249 with verified work emails. New York is the largest hub.

This list covers comprehensive financial planning firms headquartered in Columbia, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

86Companies

536Contacts tracked

249Verified emails

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The 25 largest comprehensive financial planning firms based in Columbia, United States

Ranked by team size

Top 25 of 86 comprehensive financial planning firms based in Columbia, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to comprehensive financial planning firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Baltimore-Washington Financial Advisors	Partial evidence	Columbia, MD, United StatesHQ checked Sep 19, 2026	11-50	58 contacts →
	Partial evidence “BWFA is one of the area’s leading comprehensive wealth management firms.” Source: RevenueBase Database · checked Sep 19, 2026
2	Abacus Planning Group	Strong evidence	Columbia, SC, United StatesHQ checked Sep 19, 2026	11-50	49 contacts →
	Strong evidence “Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R.” Source: RevenueBase Database · checked Sep 19, 2026
3	Athlon Advisors	Strong evidence	Columbia, MD, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Strong evidence “At Athlon Advisors, we specialize in the areas of financial planning, investment management, tax preparation/planning, insurance, and OSJ services.” Source: RevenueBase Database · checked Sep 19, 2026
4	Labrunerie Financial	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 19, 2026	1-10	16 contacts →
	Indirect evidence “If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us.” Source: RevenueBase Database · checked Sep 19, 2026
5	Williams Asset Management	Strong evidence	Columbia, MD, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Strong evidence “When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management…” Source: RevenueBase Database · checked Sep 19, 2026
6	Sundvold Financial	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “Employee Benefits Advisory Firm” Source: RevenueBase Database · checked Sep 19, 2026
7	Convergence Wealth	Strong evidence	Columbia, MO, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Strong evidence “Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.” Source: RevenueBase Database · checked Sep 19, 2026
8	Metropolitan Wealth Advisors	Partial evidence	Columbia, MD, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “Knowledge is the key to a successful financial future.” Source: RevenueBase Database · checked Sep 19, 2026
9	Miller, Bales & Company, P.C	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “The professional team at Miller, Bales & Company, P.C.” Source: RevenueBase Database · checked Sep 19, 2026
10	Michael Oana Retirement Planning Specialist	Partial evidence	Columbia, SC, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family.” Source: RevenueBase Database · checked Sep 19, 2026
11	Hobbs Group Advisors, LLC	Strong evidence	Columbia, SC, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Strong evidence “Hobbs Group Advisors, LLC is a comprehensive financial planning firm and SEC Registered Investment Advisor headquartered in Columbia, SC.” Source: RevenueBase Database · checked Sep 19, 2026
12	Anchor Investment Management, LLC	Partial evidence	Columbia, SC, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families…” Source: RevenueBase Database · checked Sep 19, 2026
13	JK Financial	Partial evidence	Columbia, MO, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “JK Financial has been helping and serving individuals since Founder, Jeff Kaufman, comes from a small farming community in Iowa.” Source: RevenueBase Database · checked Sep 19, 2026
14	Phoenix Private Wealth	Strong evidence	Columbia, MD, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Source: RevenueBase Database · checked Sep 19, 2026
15	TFG Private Wealth Management	Strong evidence	Columbia, MD, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Our mission is to take the burden of financial planning off of our clients and onto us.” Source: RevenueBase Database · checked Sep 19, 2026
16	Barron Financial Group	Partial evidence	Columbia, SC, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…” Source: RevenueBase Database · checked Sep 19, 2026
17	WR Wealth Planners	Partial evidence	Columbia, MO, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.” Source: RevenueBase Database · checked Sep 19, 2026
18	Vision Wealth Partners	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “We believe that the right people, following the right process, can produce the right results.” Source: RevenueBase Database · checked Sep 19, 2026
19	Convergence Companies	Partial evidence	Columbia, MO, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Convergence Companies combines a multitude of essential, financial-related services into a single, integrated environment.” Source: RevenueBase Database · checked Sep 19, 2026
20	Triada Advisors	Strong evidence	Columbia, IL, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “Navigating the world of financial planning and investing can be overwhelming without trusted guidance.” Source: RevenueBase Database · checked Sep 19, 2026
21	Reveal Wealth	Strong evidence	Columbia, MD, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “Reveal Wealth, is a Maryland-based wealth management and financial planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
22	The Mcdaniel Corporation The Retirement Planning Specialists	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “The McDaniel Corporation has a professional staff of dedicated, experienced, knowledgeable and highly competent personnel who are trained and licensed to offer a broad range of…” Source: RevenueBase Database · checked Sep 19, 2026
23	Williamson & Associates	Partial evidence	Columbia, SC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “We have been meeting the financial needs of individuals and businesses for over 35 years.” Source: RevenueBase Database · checked Sep 19, 2026
24	First Community Financial Consultants	Partial evidence	Columbia, SC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “At First Community Financial Consultants, we’ll work with you to map a financial future based on your lifestyle.” Source: RevenueBase Database · checked Sep 19, 2026
25	Eagle Bluffs Wealth Management	Strong evidence	Columbia, MO, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: comprehensive financial planning firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names comprehensive financial planning firms.
Partial evidence: Its own public description names part of comprehensive financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name comprehensive financial planning firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 86 comprehensive financial planning firms based in Columbia, United States

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Comprehensive financial planning firms based in Columbia, United States at a glance

As of Sep 19, 2026

46.5%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

410.5%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 86 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among comprehensive financial planning firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Columbia, United States whose own description of what they do matches “comprehensive financial planning firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names comprehensive financial planning firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among comprehensive financial planning firms, and records with no verified work email. Companies headquartered outside Columbia are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 249 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Comprehensive financial planning firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names comprehensive financial planning firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many comprehensive financial planning firms are there based in Columbia, United States?

RevenueBase identified 86 comprehensive financial planning firms headquartered in Columbia, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Baltimore-Washington Financial Advisors, headquartered in Columbia, tops this list with the largest team on record.

Which city has the most comprehensive financial planning firms?

New York leads with 353 headquartered companies, followed by Atlanta (245) and Houston (241).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 249 verified decision-maker contacts tracked across these 86 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.