Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Columbia, United States

Name: Financial planning consulting 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 30, 2026 89 companies tracked

RevenueBase identified 89 financial planning consulting firms headquartered in Columbia, United States as of September 2026 and tracks 572 professional contacts across them, including 271 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Columbia has 89.

This list covers financial planning consulting 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 30, 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 30, 2026 86% judged on-target in blind review

89Companies

572Contacts tracked

271Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 89 financial planning consulting firms based in Columbia, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning consulting 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	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 30, 2026	11-50	58 contacts →
	Indirect evidence “BWFA is one of the area’s leading comprehensive wealth management firms.” Source: RevenueBase Database · checked Sep 30, 2026
2	Abacus Planning Group	Strong evidence	Columbia, SC, United StatesHQ checked Sep 30, 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 30, 2026
3	BFJ Financial Group	Strong evidence	Columbia, MD, United StatesHQ checked Sep 30, 2026	11-50	20 contacts →
	Strong evidence “BFJ Financial Group offers comprehensive tax, accounting and business consulting through its certified public accountant firm, Bell, Frech & Jacobs, LLC and investment and wealth…” Source: RevenueBase Database · checked Sep 30, 2026
4	Athlon Advisors	Strong evidence	Columbia, MD, United StatesHQ checked Sep 30, 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 30, 2026
5	Eustace Accountancy Group	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 30, 2026	11-50	16 contacts →
	Indirect evidence “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: RevenueBase Database · checked Sep 30, 2026
6	Labrunerie Financial	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 30, 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 30, 2026
7	Williams Asset Management	Strong evidence	Columbia, MD, United StatesHQ checked Sep 30, 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 30, 2026
8	Sundvold Financial	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 30, 2026	11-50	15 contacts →
	Indirect evidence “Employee Benefits Advisory Firm” Source: RevenueBase Database · checked Sep 30, 2026
9	Convergence Wealth	Strong evidence	Columbia, MO, United StatesHQ checked Sep 30, 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 30, 2026
10	Metropolitan Wealth Advisors	Partial evidence	Columbia, MD, United StatesHQ checked Sep 30, 2026	1-10	14 contacts →
	Partial evidence “Knowledge is the key to a successful financial future.” Source: RevenueBase Database · checked Sep 30, 2026
11	Miller, Bales & Company, P.C	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 30, 2026	11-50	12 contacts →
	Indirect evidence “The professional team at Miller, Bales & Company, P.C.” Source: RevenueBase Database · checked Sep 30, 2026
12	Michael Oana Retirement Planning Specialist	Partial evidence	Columbia, SC, United StatesHQ checked Sep 30, 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 30, 2026
13	Hobbs Group Advisors, LLC	Strong evidence	Columbia, SC, United StatesHQ checked Sep 30, 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 30, 2026
14	Anchor Investment Management, LLC	Partial evidence	Columbia, SC, United StatesHQ checked Sep 30, 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 30, 2026
15	JK Financial	Partial evidence	Columbia, MO, United StatesHQ checked Sep 30, 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 30, 2026
16	Phoenix Private Wealth	Strong evidence	Columbia, MD, United StatesHQ checked Sep 30, 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 30, 2026
17	TFG Private Wealth Management	Strong evidence	Columbia, MD, United StatesHQ checked Sep 30, 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 30, 2026
18	Barron Financial Group	Partial evidence	Columbia, SC, United StatesHQ checked Sep 30, 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 30, 2026
19	WR Wealth Planners	Partial evidence	Columbia, MO, United StatesHQ checked Sep 30, 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 30, 2026
20	Vision Wealth Partners	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 30, 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 30, 2026
21	Triada Advisors	Strong evidence	Columbia, IL, United StatesHQ checked Sep 30, 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 30, 2026
22	Reveal Wealth	Strong evidence	Columbia, MD, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Strong evidence “Reveal Wealth, is a Maryland-based wealth management and financial planning firm.” Source: RevenueBase Database · checked Sep 30, 2026
23	The Mcdaniel Corporation The Retirement Planning Specialists	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 30, 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 30, 2026
24	Williamson & Associates	Partial evidence	Columbia, SC, United StatesHQ checked Sep 30, 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 30, 2026
25	First Community Financial Consultants	Partial evidence	Columbia, SC, United StatesHQ checked Sep 30, 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 30, 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: financial planning consulting 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 financial planning consulting firms.
Partial evidence: Its own public description names part of financial planning consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning consulting 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 89 financial planning consulting firms based in Columbia, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 271 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial planning consulting firms based in Columbia, United States at a glance

As of Sep 30, 2026

47.4%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Sep 30, 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 89 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 financial planning consulting 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 “financial planning consulting 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 financial planning consulting 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 financial planning consulting 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, 271 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 30, 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.

Financial planning consulting 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 financial planning consulting 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 financial planning consulting firms are there based in Columbia, United States?

RevenueBase identified 89 financial planning consulting 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 in the United States has the most financial planning consulting firms?

New York leads the United States with 424 headquartered companies, followed by Houston (278) and Atlanta (231). Columbia has 89.

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 271 verified decision-maker contacts tracked across these 89 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 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 89 financial planning consulting firms based in Columbia, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning consulting firms by geography

Browse the directory

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.