#1Smith & Co Advisory LLC
SMITH & CO ADVISORY LLC
Serves this area from Spring Hill, TN (11 mi)
Retirement Plan Advisors in Columbia, TN
The top-ranked retirement plan advisors serving Columbia, TN are Smith & Co Advisory LLC, Strategic Wealth Partners LLC and Cypress Capital, LLC. We list 15 retirement plan advisors serving Columbia, TN. 15 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Columbia, TN (Maury County). 15 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Columbia
#2Strategic Wealth Partners LLC
STRATEGIC WEALTH PARTNERS LLCServes this area from TN#3Cypress Capital, LLC
CYPRESS CAPITAL, LLCServes this area from Franklin, TN (23 mi)#4Sage Investment Counsel
SAGE INVESTMENT COUNSEL LLCServes this area from Franklin, TN (23 mi)#5Abound Wealth Management, LLC
ABOUND WEALTH MANAGEMENT, LLCServes this area from Franklin, TN (23 mi)#6Sagespring Wealth Partners
SAGESPRING WEALTH PARTNERSServes this area from Franklin, TN (23 mi)#7Optivise Advisory Services LLC
OPTIVISE ADVISORY SERVICES LLCServes this area from Franklin, TN (24 mi)#8Ball & Company
BALL & COMPANY WEALTH MANAGEMENT, INC.Serves this area from TN#9Efinancial Alliance, LLC
EFINANCIAL ALLIANCE, LLCServes this area from Franklin, TN (26 mi)#10Keystone Financial Resources, LLC
KEYSTONE WEALTH ALLIANCE, LLCServes this area from Franklin, TN (26 mi)
5 more providers serving this area
- Point One Private Wealth, Brentwood, TN (30 mi)
- Seven Springs Wealth Group, Brentwood, TN (31 mi)
- Caldwell Advisors, LLC, Brentwood, TN (31 mi)
- Erisa Advisers, Inc., Brentwood, TN (31 mi)
- Tbh Global Asset Management, LLC, Brentwood, TN (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Columbia?
We list 15 retirement plan advisors serving Columbia, TN: 0 based there and 15 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Columbia?
The top-ranked retirement plan advisors serving Columbia, TN are Smith & Co Advisory LLC, Strategic Wealth Partners LLC, Cypress Capital, LLC, Sage Investment Counsel and Abound Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Columbia are verified against official records?
10 of the top 10 match an active official record: Smith & Co Advisory LLC (U.S. Securities and Exchange Commission), Strategic Wealth Partners LLC (U.S. Securities and Exchange Commission), Cypress Capital, LLC (U.S. Securities and Exchange Commission), Sage Investment Counsel (U.S. Securities and Exchange Commission) and Abound Wealth Management, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .