Edward Jones
40yrs
Top advisor for experience in Columbia
Financial advisors in Columbia, IL
Looking for a financial advisor in Columbia, IL? We list 20 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
20Advisors with offices here
11Median years of experience
100%At fee-only firms
11Firms represented
Largest firms here: Edward Jones (8), U.s. Bancorp Advisors, LLC (2), Primerica Advisors (2).
Nearby: Millstadt, Waterloo, Smithton, Belleville, Freeburg, Fairview Heights, O Fallon.
Cornerstone Wealth Management
30yrs
Top 10% for experience in Columbia
Edward Jones
28yrs
Top 7% for experience at Edward Jones
Cetera Investment Advisers
26yrs
Top 20% for experience in Columbia
Edward Jones
22yrs
Top 17% for experience at Edward Jones
Primerica Advisors
16yrs
More experience than 70% of advisors in Columbia
Edward Jones
15yrs
More experience than 65% of advisors in Columbia
Advice and Planning Services
14yrs
More experience than 60% of advisors in Columbia
LPL Enterprise
11yrs
More experience than 55% of advisors in Columbia
Edward Jones
11yrs
More experience than 52% of advisors at Edward Jones
U.s. Bancorp Advisors
10yrs
10 years in the industry
Principal Advised Services
9yrs
More experience than 64% of advisors at Principal Advised Services
U.s. Bancorp Advisors
9yrs
9 years in the industry
Edward Jones
6yrs
6 years in the industry
LPL Financial
4yrs
4 years in the industry
Thrivent Investment Management
3yrs
3 years in the industry
Primerica Advisors
2yrs
2 years in the industry
Edward Jones
2yrs
2 years in the industry
Edward Jones
2yrs
2 years in the industry
MML Investors Services
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.