Financial advisors and lenders · South Carolina

Financial advisors and lenders in Columbia, SC

409 financial advisors in Columbia with phone numbers, 127 with email addresses. Search the list, unlock the ones you want and start calling today.

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409
businesses
100%
have a phone number
31%
have an email address (127)
—
average Google rating
Sample

A sample of financial advisors and lenders in Columbia

Twelve of the 409 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Heather Livingston at Homeowners Financial Group USALoans Agency—Yes(803) •••-••••Available
BlueChoice HealthPlanFinancial Service; Legal Service—Yes(800) •••-••••Available
Meding Paul AFinancial Service; Legal Service—Yes(803) •••-••••Available
Sheila Harris, Assistant Branch ManagerLoans Agency—Yes(980) •••-••••Available
Gus Sylvan - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(803) •••-••••Available
Insigma Group, LLCFinancial Service; Legal Service—Yes(803) •••-••••Available
Thompson Defense FirmLaw Office; Financial Service; Legal Service—Yes(803) •••-••••Available
Smoak Insurance AgencyFinancial Service; Legal Service—Yes(803) •••-••••Available
Maven Insurance & Financial ServicesInsurance Agency; Financial Service; Legal Service—Yes(800) •••-••••Available
Edward Jones - Financial Advisor: Jonathan C Mauffray, CRPC®Financial Service; Legal Service—Yes(803) •••-••••Available
Matthews & MegnaFinancial Service; Legal Service—Yes(803) •••-••••Available
Beers FinancialFinancial Planner—Yes(803) •••-••••Available

Showing 12 of 409. Data refreshed October 2026.

The market

What Columbia's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 409 have no rating yet — prime prospects for review and reputation services.
61 (15%) have no website listed — a ready-made list for web design and SEO offers.
33% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service178
  • Financial Planner68
  • Loans Agency45
  • Insurance Agency; Financial Service; Legal Service27
  • Financial Service; Legal Service; Business Service26
  • Law Office; Financial Service; Legal Service11

Area codes

  • (803)374
  • (786)7
  • (813)5
  • (800)4
  • (864)4
  • (888)2
Playbook

How to sell to financial advisors in Columbia

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Columbia financial advisors leads

How many financial advisors and lenders in Columbia, SC are in the database?
409 financial advisors and lenders in Columbia, SC, as of October 2026. 409 of them have a phone number and 127 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Columbia list of 409 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Greenville, SCCharleston, SCMyrtle Beach, SCMt. Pleasant, SCSpartanburg, SCLexington, SCSummerville, SCFort Mill, SCAll financial advisors and lenders →

Other businesses in Columbia

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesVets and pet businessesDaycares, tutors and schoolsMarketing agenciesConsultantsEverything in Columbia →

Start calling Columbia financial advisors today

25 free credits, no card. Search "financial advisors in Columbia" and unlock your first 25 contacts.

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