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Best Investment Services in Columbia, South Carolina

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Rankings use the published BizScore formulas. How we score

8Investment Services scored in Columbia
58Average BizScore
74Top BizScore
25%AI Visibility 50 or higher
68Average SEO score
4.0Average Google rating (4 rated)

Top Investment Services in Columbia

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Showing 1-8 of 8 Investment Services listings in Columbia, SC · page 1 of 1

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IPX1031 - Investment Property Exchange Services, Inc. website

Score breakdown

AI Visibility71
SEO69
  • Investment Service
  • Columbia, South Carolina
  • (916) 806-1468
  • ipx1031.com

IPX1031 - Investment Property Exchange Services, Inc. is an investment service in Columbia, SC. The company provides 1031 Exchange Qualified Intermediary services throughout the Southern and Southeast regions, including Florida, Georgia, Alabama, Mississippi...

Ranked #2 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026

#2Wallick Investments, LLC

5.0 Google rating · 2 reviews

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Wallick Investments, LLC website

Score breakdown

AI Visibility62
SEO79
  • Investment Service
  • Columbia, South Carolina
  • (803) 699-9400
  • wallickinvestments.com

Wallick Investments, LLC is an investment service in Columbia, SC. The firm operates as a fee-only registered investment advisor specializing in separate account portfolio management for 401k plans and IRA rollovers. It offers factor-based, biblically...

Ranked #3 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026

#3Mutual of Omaha® Advisors - Columbia

4.7 Google rating · 12 reviews

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Mutual of Omaha® Advisors - Columbia website

Score breakdown

AI Visibility44
SEO78
  • Investment Service
  • Columbia, South Carolina
  • (803) 750-6889
  • agents.mutualofomaha.com

Mutual of Omaha® Advisors - Columbia is an investment service in Columbia, SC, located at 250 Berryhill Rd Suite 102. The firm serves clients in the Columbia area with financial advisory services. It holds a rating of 4.70 based on 12 reviews. The company...

Ranked #8 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026
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Travis Hudson - Prudential Financial website

Score breakdown

AI Visibility46
SEO76
  • Investment Service
  • Columbia, South Carolina
  • (803) 726-7780
  • prudential.com

Travis Hudson - Prudential Financial is an investment service in Columbia, South Carolina. The practice provides financial planning and various insurance and investment solutions, including life insurance, fixed annuities, variable annuities, variable life...

Ranked #7 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026

#5JJE Capital Holdings

3.4 Google rating · 5 reviews

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JJE Capital Holdings website

Score breakdown

AI Visibility44
SEO62
  • Investment Service
  • Columbia, South Carolina
  • (803) 567-6400
  • jjech.com

JJE Capital Holdings is an investment service in Columbia, SC, located at 3850 Fernandina Rd. It holds a rating of 3.40 based on 5 reviews. The company maintains subsidiary operations in Florida, North Carolina, and various cities in South Carolina. It...

Ranked #9 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026
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Colonial Trust Company website

Score breakdown

AI Visibility38
SEO65
  • Investment Service
  • Columbia, South Carolina
  • (803) 782-7646
  • colonialtrust.com

Colonial Trust Company is an investment service in Columbia, SC. The firm creates personalized solutions for clients’ financial objectives, offering comprehensive services to execute fiduciary duties and collaborative wealth planning strategies focused on a...

Ranked #10 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026

#7Wells Fargo Advisors of Columbia

3.0 Google rating · 1 review

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Wells Fargo Advisors of Columbia website

Score breakdown

AI Visibility39
SEO61
  • Investment Service
  • Columbia, South Carolina
  • (803) 929-1192
  • home.wellsfargoadvisors.com

Wells Fargo Advisors of Columbia: Wells Fargo Advisors is an investment service in Columbia, SC. The firm provides financial advisory services to individuals in the Columbia area. The branch is located at 1320 Main Street, Suite 600, and features a team of financial professionals including...

Ranked #11 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026
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Yon-Drake & Associates, Inc. website

Score breakdown

AI Visibility5
SEO56
  • Investment Service
  • Columbia, South Carolina
  • (803) 256-1212
  • yondrake.com

Yon-Drake & Associates, Inc. is an investment service in Columbia, South Carolina. The firm is an independent, fee-only investment consulting practice serving institutional funds, including depreciation funds, foundations, endowments, pension funds, defined...

Ranked #16 of 16 Investment Service listings in ColumbiaScores updated Jul 28, 2026
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BizScoreAI ranks 8 investment services in Columbia, South Carolina by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are investment services in Columbia ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many investment services in Columbia, South Carolina does BizScoreAI track?

8 investment services in Columbia currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 74.

What does AI Visibility mean for a investment service?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 25% of measured investment services in Columbia score 50 or higher.

Is being listed free?

Yes. Every investment service in Columbia is listed and scored for free, and claiming a listing is free too.