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Find Retirement Advisors for Retirement Planning in Georgia, Columbus

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 5 Retirement Planning firms in Columbus, Georgia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

33 West 14th Street, 3rd Floor
Columbus, GA, 31901
$6,242,394,82412037292
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2

6001 River Rd, Suite 300
Columbus, GA, 31904-4556
$794,299,10110096
A percentage of AUM, Fixed fees
3

2101 Brookstone Centre Parkway, Suite 200
Columbus, GA, 31904
$280,665,1266664
A percentage of AUM, Hourly charges, Fixed fees
4

2900 Warm Springs Rd,
Columbus, GA, 30295
$243,874,1094345
A percentage of AUM, Fixed fees
5

6867 Mountainbrook Dr, Ste 102
Columbus, GA, 31904
$163,703,0954233
A percentage of AUM, Other (FINANCIAL PLANNING FOR FIXED FEE)

Information on Top Retirement Planning firms in Columbus, Georgia

QualificationsFirm CRD# 14023

Assets Under Management $6,242,394,824

No. Of Clients12037

Clients Per Financial Advisor41

SYNOVUS SECURITIES, INC. is a financial advisory firm situated in Columbus, Georgia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12037 clients. The team consists of 292 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (TAX RELATED SERVICES, ADMINISTRATIVE SERVICES)
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QualificationsFirm CRD# 105267

Assets Under Management $794,299,101

No. Of Clients1009

Clients Per Financial Advisor168

GREATMARK INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Columbus, Georgia. With a nearly $794M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1009 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 226578

Assets Under Management $280,665,126

No. Of Clients666

Clients Per Financial Advisor167

THE MONEY ADVISOR GROUP, LLC is a financial advisory firm situated in Columbus, Georgia. With a nearly $281M assets under management, the firm specializes in crafting personalized retirement planning solutions for 666 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 333253

Assets Under Management $243,874,109

No. Of Clients434

Clients Per Financial Advisor87

WEALTH INTELLIGENCE, LLC is a financial advisory firm situated in Columbus, Georgia. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 434 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 126241

Assets Under Management $163,703,095

No. Of Clients423

Clients Per Financial Advisor141

TOWNSEND WEALTH MANAGEMENT is a financial advisory firm situated in Columbus, Georgia. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 423 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (FINANCIAL PLANNING FOR FIXED FEE)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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