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Financial Advisors in Airdrie, AB: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Airdrie: Lorne Osborne, CFP®, CEPA®, CDS® Edward Jones. Financial Planner, RFA Score 72/100; 5.0★ from 86 Google reviews.

  2. 48

    Most-reviewed: Neo Financial, 14,958 Google reviews at 4.8★, the most of 149 ranked; ranked #48.

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

149 Airdrie financial advisors are ranked here by RFA Score, from eight published factors. 21 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 5.0★ across 149 rated firms.

Top 10 financial advisors in Airdrie 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 Airdrie at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Lorne Osborne, CFP®, CEPA®, CDS® Edward Jones. Financial Planner725.0★ (86)Airdrie—Top score
2First & Main Financial Services Inc : Kate Norris [Advisor]- Sun Life Financial695.0★ (22)Airdrie——
3Financial Planning, Insurance & Investment Services695.0★ (171)Calgary, 24 km awaySat · Evenings—
4Co-Operators - Sande Insurance and Financial Services Inc684.4★ (24)Airdrie——
5Koda Financials/TaxAdVise684.5★ (11)AirdrieSat—
6Ascendant Financial Inc.684.9★ (161)Calgary, 31 km awaySat—
7Assad Wealth Management - Hash Assad685.0★ (40)Calgary, 18 km away——
8Ejadamen Ogidan675.0★ (6)AirdrieSat · Sun · Evenings—
9Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015675.0★ (107)Calgary, 31 km away——
10Rothenberg Wealth Management675.0★ (85)Calgary, 29 km away——

All 149 financial advisors in Airdrie, 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.

  8. #8 Ejadamen Ogidan

    Based in Airdrie

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon 12 PM–10 PM · Tue–Fri 9 AM–10 PM · Sat 10 AM–10 PM · Sun 12 AM–12 AM
    View profile for Ejadamen Ogidan(403) 926-5212

  9. #9 Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015

    Based in Calgary, 31 km away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 107 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    Bldg 200, Suite #218, 4000 4 St SE, Calgary, AB T2G 2W3
    View profile for Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015(403) 690-8622

  15. #15 Langford Financial Inc.

    Based in Calgary, 24 km away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 48 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    8 Varsity Estates Cir NW Ste 300, Calgary, AB T3A 2Z3
    View profile for Langford Financial Inc.(587) 755-0159

  19. #19 Aware Financial

    Based in Calgary, 29 km away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 58 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    909 17 Ave SW #432, Calgary, AB T2T 0A4
    View profile for Aware Financial(587) 316-2252

  20. #20 CIBC Financial

    Based in Airdrie

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.3★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 4 Google reviews
    Address
    2789 Main Street Southwest, Airdrie, AB T4B 3S6
    View profile for CIBC Financial(403) 945-3825

  22. #22 Riviera Finance

    Based in Calgary, 26 km away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1925 18 Ave NE, Calgary, AB T2E 7T8
    View profile for Riviera Finance(403) 984-4965

  24. #24 MRG Wealth Management

    Based in Calgary, 33 km away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4838 Richard Rd SW Ste 300, Calgary, AB T3E 6L1
    View profile for MRG Wealth Management(587) 330-6397

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 149 ranked financial advisors here; the rest are on their profiles.

financial advisors in Airdrie, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Finovo | Independent Financial Planning665.0★ (36)28 km
27Moraine Wealth Advisory655.0★ (31)28 km
28Bailey Team IG Wealth Management - Brandon Bailey, CFP CLU RRC MFA-P™655.0★ (47)33 km
29Qopia Financial654.9★ (37)29 km
30Matco Financial Inc.655.0★ (28)28 km
31Reynolds Financial Solutions - Sun Life Certified Financial Planner655.0★ (51)36 km
32Flight Plan Financial655.0★ (27)29 km
33Ideal Life Experience Ltd.655.0★ (28)30 km
34Bellwether Family Wealth | Calgary- Dan Beyaert655.0★ (25)28 km
35Up Financial Inc.654.8★ (33)29 km
36Allan Dawood, CFP EPC - IG Wealth Management655.0★ (34)33 km
37IG PRIVATE Wealth Management - Markus Covaneiro, CFP RRC655.0★ (22)28 km
38Camber Private Wealth - Financial Planning & Wealth Management655.0★ (23)30 km
39Holden + Taylor Advisory Group644.9★ (39)35 km
40Rafael Esteves - Investment Advisor645.0★ (10)22 km
41Brooke M. Dean - Raymond James Ltd.645.0★ (16)28 km
42CIBC Financial Advisor: Jennifer Sippola641.0★ (4)In Airdrie
43PR Wealth Management Inc.644.9★ (13)25 km
44Ellements Financial Group645.0★ (23)33 km
45Acumen Capital Partners644.6★ (27)28 km
46Edward Jones - Financial Advisor: Mohamed S Hegazy, CIM®|CEPA®645.0★ (8)22 km
47NOW Wealth Management Solutions | Wellington-Altus Private Wealth645.0★ (14)29 km
48Neo Financial644.8★ (14,958)28 km
49Zelos Investment Counsel645.0★ (12)28 km
50Ben Banks - Financial Planner, Sun Life645.0★ (12)29 km

Also serving Airdrie

20 more financial advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Airdrie
BusinessGoogle ratingDistance
Airdrie Financial3.0★ (1)In Airdrie
Blair Hardy - BMO Nesbitt BurnsIn Airdrie
Chris Rysiew - TD Financial Planner1.5★ (2)In Airdrie
CIBC Business Advisor: Christopher IdediaIn Airdrie
CIBC Business Advisor: Farrukh RiazIn Airdrie
CIBC Financial Advisor: Arwen DabbIn Airdrie
CIBC Mortgage Advisor: Amarjot BrarIn Airdrie
CIBC Mortgage Advisor: Amrit SinghIn Airdrie
CIBC Mortgage Advisor: Ann BagtasIn Airdrie
CIBC Mortgage Advisor: Parth DesaiIn Airdrie
CIBC Mortgage Advisor: Raj Kalsi1.0★ (2)In Airdrie
Complete Financial Care By Janine5.0★ (1)In Airdrie
Edward Jones - Financial Advisor: Ken WarringtonIn Airdrie
Jagmohan Sharma InsuranceIn Airdrie
Jared Saffran Financial Services Inc5.0★ (1)In Airdrie
Kang Yan - BMO Financial PlannerIn Airdrie
Kelly Boudreau - Financial Professional5.0★ (3)In Airdrie
Kelly Kisinger - TD Financial Planner5.0★ (1)In Airdrie
Muir Financial Inc5.0★ (1)In Airdrie
Raymond JamesIn Airdrie

How we ranked Airdrie financial advisors

We scored 149 Airdrie 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 Airdrie 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 Airdrie: frequently asked questions

Which financial advisor has the highest RFA Score in Airdrie?

By RFA Score, the highest-ranked financial advisor in Airdrie, AB is Lorne Osborne, CFP®, CEPA®, CDS® Edward Jones. Financial Planner with an RFA Score of 72/100. It has 5.0★ from 86 Google reviews. First & Main Financial Services Inc : Kate Norris [Advisor]- Sun Life Financial (#2) and Financial Planning, Insurance & Investment Services (#3) follow. We ranked 149 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Airdrie?

RankedFinancialAdvisors ranks 149 financial advisors serving Airdrie, AB. 10 of them are based in Airdrie; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Airdrie work on weekends?

21 of 149 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are Financial Planning, Insurance & Investment Services (#3), Koda Financials/TaxAdVise (#5) and Ascendant Financial Inc. (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Airdrie financial advisors have?

The median Google rating among 149 rated financial advisors in Airdrie is 5.0★, with a median of 12 reviews. Neo Financial has the most, 14,958 reviews, and ranks #48. 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 Airdrie count in this ranking?

Yes, if they are within 40 km of the Airdrie city centre, 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 Airdrie 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?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in Airdrie?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

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 Airdrie

  1. November 2026: RFA Scores recalculated for 149 financial advisors serving Airdrie.

More financial advisors and Airdrie pages