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Financial Advisors in Barrie, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Barrie: Walton Financial Group Inc, RFA Score 79/100; 5.0★ from 284 Google reviews.

  2. 2

    Most-reviewed: TLC Credit & Debt Help, 166 Google reviews at 4.9★, the most of 69 ranked after Walton Financial Group Inc; ranked #2.

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

69 Barrie financial advisors are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.8★ across 69 rated firms.

Top 10 financial advisors in Barrie 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 Barrie at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Walton Financial Group Inc795.0★ (284)Barrie—Top score
2TLC Credit & Debt Help774.9★ (166)Barrie—Most reviews
3Gane Financial755.0★ (85)Barrie——
4Dunbrook Associates744.9★ (92)BarrieSat · Evenings—
5Bidwell Financial Services Inc.715.0★ (40)Barrie——
6Seven Elements Wealth Planning Inc.705.0★ (31)Barrie——
7Assante Capital Management Ltd. - Josh McQuay704.9★ (28)Barrie——
8Atlantis Financial Inc.705.0★ (26)Barrie——
9Tayler Insurance & Estate Planning705.0★ (25)Barrie——
10Rockwater Wealth Management695.0★ (75)Orillia, 30 km away——

All 69 financial advisors in Barrie, 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.

  1. Ranked #1 in Barrie

    #1 Walton Financial Group Inc

    Based in Barrie

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 284 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 284 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2:30 PM · Sat–Sun closed
    Address
    126 Wellington St W #202, Barrie, ON L4N 1K9
    View profile for Walton Financial Group Inc(705) 733-5200

  3. #3 Gane Financial

    Based in Barrie

    75/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 85 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 85 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    80 Mary St, Barrie, ON L4N 1T1
    View profile for Gane Financial(705) 733-9595

  4. #4 Dunbrook Associates

    Based in Barrie

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 92 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 10 AM–7 PM · Sun closed
    Address
    150 Dunlop St E #206, Barrie, ON L4M 6H1
    View profile for Dunbrook Associates(866) 730-7598

  13. #13 Co-operators

    Based in Barrie

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    353 Saunders Rd #8, Barrie, ON L4N 9A3
    View profile for Co-operators(705) 735-2409

  20. #20 BMO Bank of Montreal

    Based in Barrie

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.3★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 71 Google reviews
    Hours
    Mon–Wed 9:30 AM–5 PM · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    44 Mapleview Dr W, Barrie, ON L4N 6L4
    View profile for BMO Bank of Montreal(705) 719-1181

  24. #24 IG Wealth Management

    Based in Barrie

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 4.6★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    55 Mulcaster St Ste 420, Barrie, ON L4M 0J4
    View profile for IG Wealth Management(705) 719-6773

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

financial advisors in Barrie, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wealth Achievers654.1★ (9)In Barrie
27Aum Financial Solutions Inc.655.0★ (27)32 km
28Sandra Ramos & Associates - IG Private Wealth Management645.0★ (5)In Barrie
29Stephenson Wealth Services | Manulife Wealth Inc.644.8★ (4)In Barrie
30Co-operators - Sandra Phekoo Financial Services Inc.644.3★ (39)32 km
31Co-Operators - Kelly Financial Services Inc.634.8★ (20)30 km
32Spectrum Financial Strategies Inc635.0★ (3)In Barrie
33Valuetrend Wealth Management635.0★ (3)In Barrie
34TD Bank Private Banking - Krista Rose633.8★ (4)In Barrie
35Barrie of RBC Dominion Securities Inc.632.7★ (7)In Barrie
36BMO Bank of Montreal632.6★ (40)In Barrie
37Scotiabank632.7★ (90)In Barrie
38Erhart Financial Solutions Inc.633.7★ (3)In Barrie
39Co-operators - Shaw Insurance/Financial Services Inc624.7★ (15)30 km
40Sun Life Financial Barrie-Simcoe-Muskoka621.8★ (5)In Barrie
41Barrie Mortgage Broker - Darren Robinson624.8★ (56)In Barrie
42CIBC Wood Gundy Barrie Main Branch621.7★ (3)In Barrie
43Scotiabank623.1★ (46)19 km
44BMO Nesbitt Burns611.0★ (3)In Barrie
45Scotiabank613.5★ (35)30 km
46Scotiabank603.7★ (39)39 km
47Co-operators - Ryan Kerr & Associates Inc.604.3★ (8)29 km
48Infinite Financial605.0★ (28)In Barrie
49Barrie Real Estate Investing - BarrieInvesting.com595.0★ (22)In Barrie
50BMO Bank of Montreal593.0★ (47)32 km

Also serving Barrie

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 Barrie
BusinessGoogle ratingDistance
A. Jones Wealth & Estate Planning Inc.5.0★ (1)In Barrie
Anthem Mortgage Group4.9★ (200)In Barrie
CENTUM Mortgages5.0★ (1)In Barrie
CIBC Financial Advisor: Allina Sykes1.0★ (1)In Barrie
CIBC Financial Advisor: Katie Goodfellow1.0★ (2)In Barrie
CIBC Financial Advisor: Philip Steel1.0★ (2)In Barrie
CIBC Financial Advisor: Stella Karakatsanis3.0★ (2)In Barrie
CIBC Mortgage Advisor: Tim Shwed5.0★ (2)In Barrie
Edward Jones - Financial Advisor: David H Tran5.0★ (2)In Barrie
Edward Jones - Financial Advisor: Morgan Sheridan, CFP®5.0★ (2)In Barrie
Fortuna Financial Group5.0★ (2)In Barrie
GALINA JOHNSTON, CFP, RRC - IG Private Wealth Management5.0★ (2)In Barrie
IG Wealth Management - ADAM STAUFFER5.0★ (1)In Barrie
Jackie Ramler - Raymond James Ltd.5.0★ (1)In Barrie
Liahona Capital Inc.5.0★ (2)In Barrie
Moyle Rowley Wealth Management Group - Wellington-Altus Private Wealth1.0★ (1)In Barrie
National Bank Financial2.0★ (1)In Barrie
ScotiaMcLeod5.0★ (2)In Barrie
Strategic Investment Planning3.0★ (2)In Barrie
TD Waterhouse Private Investment Advice2.5★ (2)In Barrie

How we ranked Barrie financial advisors

We scored 69 Barrie 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 Barrie 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 Barrie: frequently asked questions

Which financial advisor has the highest RFA Score in Barrie?

By RFA Score, the highest-ranked financial advisor in Barrie, ON is Walton Financial Group Inc with an RFA Score of 79/100. It has 5.0★ from 284 Google reviews. TLC Credit & Debt Help (#2) and Gane Financial (#3) follow. We ranked 69 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Barrie?

RankedFinancialAdvisors ranks 69 financial advisors serving Barrie, ON. 40 of them are based in Barrie; 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 Barrie work on weekends?

15 of 69 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Dunbrook Associates (#4), Jeffery Cook - Walton Financial Group Inc. (#15) and Alan (AJ) Pieprzak - RBC Dominion Securities Inc. (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Barrie financial advisors have?

The median Google rating among 69 rated financial advisors in Barrie is 4.8★, with a median of 15 reviews. Walton Financial Group Inc has the most, 284 reviews, and ranks #1. 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 Barrie count in this ranking?

Yes, if they are within 40 km of the Barrie 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 Barrie 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 Barrie?

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 Barrie

  1. November 2026: RFA Scores recalculated for 69 financial advisors serving Barrie.

More financial advisors and Barrie pages