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Financial Advisors in Columbia, MD: 2026 rankings

465 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Columbia: Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender], RFA Score 73/100; 5.0★ from 145 Google reviews; open 7 days a week.

  2. 4

    Most-reviewed: The Oxford Club, LLC, 726 Google reviews at 4.7★, the most of 465 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

465 Columbia financial advisors are ranked here by RFA Score, from eight published factors. 96 open Saturdays and 23 open Sundays, based on posted hours. The median Google rating is 4.9★ across 465 rated firms.

Top 10 financial advisors in Columbia at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Columbia at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender]735.0★ (145)ColumbiaSat · Sun · EveningsTop score
2Mutual of Omaha Mortgage734.9★ (630)Owings Mills, 12 mi away——
3Blueprint Wealth Management725.0★ (91)Ellicott City, 1 mi away——
4The Oxford Club, LLC724.7★ (726)Baltimore, 13 mi away—Most reviews
5Marks Wealth Management715.0★ (103)Ellicott City, 6 mi away——
6Ibello Wealth Management715.0★ (64)Columbia——
7Banyan Hill Publishing714.6★ (481)Baltimore, 12 mi awayEvenings—
8Sophos Financial / LPL Financial705.0★ (46)Columbia——
9Williams Asset Management695.0★ (33)Columbia——
10Porter & Co.684.9★ (100)Baltimore, 13 mi away——

All 465 financial advisors in Columbia, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Mutual of Omaha Mortgage

    Based in Owings Mills, 12 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 630 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 630 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    700 Red Brook Blvd Ste 110, Owings Mills, MD 21117
    View profile for Mutual of Omaha Mortgage(800) 846-0143

  4. #4 The Oxford Club, LLC

    Based in Baltimore, 13 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 726 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 726 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    105 W Monument St, Baltimore, MD 21201
    View profile for The Oxford Club, LLC(866) 237-0436

  5. #5 Marks Wealth Management

    Based in Ellicott City, 6 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11690 Frederick Rd, Ellicott City, MD 21042
    View profile for Marks Wealth Management(410) 934-1199

  10. #10 Porter & Co.

    Based in Baltimore, 13 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 100 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 100 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1001 Cathedral St, Baltimore, MD 21201
    View profile for Porter & Co.(888) 610-8895

  11. #11 Beacon Pointe Advisors

    Based in Columbia

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6811 Benjamin Franklin Dr #100, Columbia, MD 21046
    View profile for Beacon Pointe Advisors(410) 730-7933

  15. #15 Northbrook Financial

    Based in Baltimore, 14 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1340 Smith Ave #200, Baltimore, MD 21209
    View profile for Northbrook Financial

  19. #19 Marshall Financial Group

    Based in Hunt Valley, 20 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    225 Schilling Cir #295, Hunt Valley, MD 21031
    View profile for Marshall Financial Group(410) 563-1190

  20. #20 Worjoloh Financial Solutions

    Based in Owings Mills, 14 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Wed 1 PM–8 PM · Thu 5 PM–8 PM · Fri 1 PM–5 PM · Sat 11 AM–5 PM · Sun closed
    Address
    11419 Cronridge Dr #8, Owings Mills, MD 21117
    View profile for Worjoloh Financial Solutions(301) 326-3279

  22. #22 Elite Income Advisors

    Based in Ellicott City, 3 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    6011 University Blvd Ste 350, Ellicott City, MD 21043
    View profile for Elite Income Advisors(443) 274-3002

  23. #23 MDRN Capital

    Based in Annapolis, 24 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 162 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 162 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat–Sun closed
    Address
    1997 Annapolis Exchange #300a, Annapolis, MD 21401
    View profile for MDRN Capital(667) 222-0060

  24. #24 Harry C Hearn Inc

    Based in Columbia

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.3★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 41 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10015 Old Columbia Rd Suite K140, Columbia, MD 21046
    View profile for Harry C Hearn Inc(301) 774-6915

  25. #25 Islamic Wills Trust Services

    Based in Ellicott City, 1 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 10 AM–6 PM · Fri 10 AM–5 PM · Sat 11 AM–3 PM · Sun closed
    Address
    5054 Dorsey Hall Dr Ste 205, Ellicott City, MD 21042
    View profile for Islamic Wills Trust Services(855) 559-4557

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 465 ranked financial advisors here; the rest are on their profiles.

financial advisors in Columbia, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Navoya Financial, Inc675.0★ (18)In Columbia
27Harmon Financial Coaching675.0★ (38)9 mi
28Creative Planning665.0★ (16)In Columbia
29Frost & Associates, LLC664.9★ (51)13 mi
30First Command Financial Advisor - Jeremy I. Ball665.0★ (39)12 mi
31369 Financial665.0★ (14)In Columbia
32Edward Jones - Financial Advisor: John Comberiate, CFP®|ChFC®|AAMS®665.0★ (25)7 mi
33Prostatis Financial Advisors Group664.7★ (46)10 mi
34Centuria Financial Group665.0★ (70)20 mi
35First Command Financial Advisor - Tracy Heichelbech, ChFC®|WMCP®|MSFS665.0★ (64)19 mi
36Kathleen Finn, LLC664.9★ (123)25 mi
37Sustain CFO Services665.0★ (16)3 mi
38Seth Gusman - Edelman Financial Engines655.0★ (15)3 mi
39NIV Advisors655.0★ (11)In Columbia
40Valley Financial655.0★ (11)In Columbia
41Glass Jacobson Wealth Advisors654.7★ (41)12 mi
42Moriarty Financial Services655.0★ (10)In Columbia
43Frederick Insurance Agency, a Division of Malhotra Insurance654.9★ (62)19 mi
44Steerpath Wealth655.0★ (28)12 mi
45Capital Financial Planners655.0★ (73)23 mi
46New Perspective Financial Solutions654.9★ (65)20 mi
47The Payments Connoisseur655.0★ (26)11 mi
48Help Me Ronda654.8★ (34)13 mi
49InvestEd Advisory654.7★ (9)In Columbia
50Paladin Advisor Group655.0★ (12)4 mi

Also serving Columbia

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Columbia
BusinessGoogle ratingDistance
Aaron Troup - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Columbia
Athlon Wealth Advisors, LLC5.0★ (2)In Columbia
Benjamin James - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Columbia
Capitol Metro Financial Services5.0★ (2)In Columbia
Carson Wealth1.0★ (1)In Columbia
Christina Foster - Financial Advisor, Ameriprise Financial Services, LLC3.5★ (2)In Columbia
Cypress Private Client Group1.0★ (1)In Columbia
Evergreen Advisors5.0★ (1)In Columbia
IPM Advisory5.0★ (1)In Columbia
Janoskie Financial & Associates5.0★ (1)In Columbia
Justin Kuczynski - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Columbia
Merriweather Money Management5.0★ (2)In Columbia
Michael Costigan - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Columbia
Morgan Stanley Financial Advisors4.0★ (1)In Columbia
Oxenham Financial5.0★ (2)In Columbia
Pointer Financial Advisors5.0★ (1)In Columbia
The Lynch Retirement Investment Group5.0★ (1)In Columbia
The Patuxent Group - Morgan Stanley2.0★ (1)In Columbia
TIAA Financial Services1.0★ (1)In Columbia
Wealthy & Wise Family Office5.0★ (2)In Columbia

How we ranked Columbia financial advisors

We scored 465 Columbia financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Columbia data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Columbia: frequently asked questions

Which financial advisor has the highest RFA Score in Columbia?

By RFA Score, the highest-ranked financial advisor in Columbia, MD is Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] with an RFA Score of 73/100. It has 5.0★ from 145 Google reviews. It is open 7 days a week. Mutual of Omaha Mortgage (#2) and Blueprint Wealth Management (#3) follow. We ranked 465 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Columbia?

RankedFinancialAdvisors ranks 465 financial advisors serving Columbia, MD. 17 of them are based in Columbia; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Columbia work on weekends?

96 of 465 ranked financial advisors post Saturday hours and 23 post Sunday hours. The highest-ranked open Saturdays are Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] (#1), BLM Accounting Services, LLC (#16) and Worjoloh Financial Solutions (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Columbia financial advisors have?

The median Google rating among 465 rated financial advisors in Columbia is 4.9★, with a median of 10 reviews. The Oxford Club, LLC has the most, 726 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Columbia count in this ranking?

Yes, if they are within 25 mi of the Columbia city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Columbia ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Columbia a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Columbia

  1. November 2026: RFA Scores recalculated for 465 financial advisors serving Columbia.
  2. November 2026: 8 duplicate listings merged.

More financial advisors and Columbia pages