Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Columbia, United States

Name: Financial services consultants based in Columbia, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 52 companies tracked

RevenueBase identified 52 company matches for financial services consultants associated with Columbia, United States as of September 2026 and tracks 234 professional contacts across them, including 100 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Columbia has 52.

This list covers company matches for financial services consultants associated with Columbia, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

52Companies

234Contacts tracked

100Verified emails

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The 25 largest financial services consultants based in Columbia, United States

Ranked by team size

Top 25 of 52 company matches for financial services consultants based in Columbia, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Labrunerie Financial	Exact match	Columbia, MO, United StatesHQ recorded Sep 16, 2026	1-10	16 contacts →
	Exact match “If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Convergence Wealth	Exact match	Columbia, MO, United StatesHQ recorded Sep 16, 2026	1-10	14 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Metropolitan Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	1-10	14 contacts →
	Exact match “Knowledge is the key to a successful financial future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Phoenix Private Wealth	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	TFG Private Wealth Management	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Our mission is to take the burden of financial planning off of our clients and onto us.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	WR Wealth Planners	Exact match	Columbia, MO, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Vision Wealth Partners	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	11-50	8 contacts →
	Exact match “We believe that the right people, following the right process, can produce the right results.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Triada Advisors	Exact match	Columbia, IL, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Navigating the world of financial planning and investing can be overwhelming without trusted guidance.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	The Mcdaniel Corporation The Retirement Planning Specialists	Exact match	Columbia, SC, United StatesHQ recorded Sep 16, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Williamson & Associates	Exact match	Columbia, SC, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “We have been meeting the financial needs of individuals and businesses for over 35 years.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Optimized CFO Controller Services	Exact match	Columbia, MO, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Optimized CFO serves our clients as a trusted financial advisor, with the ultimate goal of providing you with accurate, understandable financial information.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Wagener-Lee, Wealth Advisors LLC	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	DAY Financial Group, INC	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “We provide some of the most personal service available, striving to create financial success for each of our clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Clearview Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Our goal is to provide families and business owners with assistance in building their financial freedom.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Offit Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “A financial services firm who's professionals serve individuals, families and closely held businesses with a client-centric approach.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Ore3	Exact match	Columbia, MO, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “At ORE3, we help you understand your financials and get you the answers and the guidance you've been searching for.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Janoskie Financial & Associates	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Truman Wealth Advisors	Exact match	Columbia, MO, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Hi, I'm Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Efinancial Advisors	Exact match	Columbia, SC, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “EFinancial Advisors is an asset and wealth management firm located at 1715 Pickens St, Columbia, SC.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	CBC Financial	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “Put more wealth in your pocket and minimize your tax liability.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Milestone Wealth Advisors David Grookett & Zach Coggins	Exact match	Columbia, SC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “David and Zach are committed to helping you pursue your long-term financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	J.E. Wilson Advisors Of Apollon	Exact match	Columbia, SC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Apollon Wealth Management was established, first and foremost, to benefit our clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Lynch Retirement Investment Group LLC	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “The Lynch Retirement Investment Group was established by John M.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Hall Asset Management Group Hall TAX & Planning Services	Exact match	Columbia, SC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Our financial firm is committed to helping you achieve all of your financial goals while working toward a "worry free" retirement.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Theus Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “We are Marathon Financial, DBA Theus Wealth Advisors, offering broadbased, strategic financial planning; wise, wealth management; risk management and insurance analysis with an…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial services consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 52 financial services consultants based in Columbia, United States

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Financial services consultants based in Columbia, United States at a glance

As of Sep 16, 2026

42.7%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

Sep 16, 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 52 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Columbia, United States whose business descriptions match “financial services consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 100 professional contacts with verified work emails across the full matched dataset. 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 16, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial services consultants by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Columbia, United States?

RevenueBase identified 52 company matches for financial services consultants associated with Columbia, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Labrunerie Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Columbia has 52.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 100 professional contacts with verified work emails tracked across these 52 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 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 SmartSearch, 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.