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Financial Advisors in Fallingbrook, PE: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Fallingbrook: Co-operators - J.A. Associates Financial Services Inc., RFA Score 75/100; 4.9★ from 186 Google reviews.

  2. 6

    Most-reviewed: McAuley Financial Services, 104 Google reviews at 5.0★, the most of 151 ranked after Co-operators - J.A. Associates Financial Services Inc.; ranked #6.

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

151 Fallingbrook financial advisors are ranked here by RFA Score, from eight published factors. 28 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 4.9★ across 151 rated firms.

Top 10 financial advisors in Fallingbrook 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 Fallingbrook at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - J.A. Associates Financial Services Inc.754.9★ (186)Ottawa, 13 km away—Top score
2McCay Duff LLP714.9★ (84)Ottawa, 18 km away——
3Family First Insurance & Investments705.0★ (59)Ottawa, 18 km away——
4Potvin Financial Services704.9★ (83)Ottawa, 26 km away——
5MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker704.9★ (56)Ottawa, 17 km away——
6McAuley Financial Services695.0★ (104)Ottawa, 37 km away—Most reviews
7Belanger Financial695.0★ (24)FallingbrookSat—
8Ecivda Financial Planning Boutique694.9★ (53)Ottawa, 18 km away——
9Forest Financial Planning Inc.695.0★ (46)Ottawa, 18 km away——
10Life Insurance Ottawa695.0★ (44)Ottawa, 18 km awaySat · Sun · Evenings—

All 151 financial advisors in Fallingbrook, 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.

  2. #2 McCay Duff LLP

    Based in Ottawa, 18 km away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 84 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 84 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    979 Bank St Ste 210, Ottawa, ON K1S 5K5
    View profile for McCay Duff LLP(613) 236-2367

  7. #7 Belanger Financial

    Based in Fallingbrook

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Wed 8:30 AM–6 PM · Thu 8 AM–6 PM · Fri–Sat 8:30 AM–6 PM · Sun closed
    View profile for Belanger Financial(613) 240-8063

  10. #10 Life Insurance Ottawa

    Based in Ottawa, 18 km away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 44 Google reviews
    Hours
    Mon–Fri 8:30 AM–9:30 PM · Sat–Sun 9 AM–6 PM
    Address
    29 James St, Ottawa, ON K2P 0T4
    View profile for Life Insurance Ottawa(613) 818-0025

  11. #11 Retirement in View

    Based in Ottawa, 18 km away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    240 Catherine St Ste 201, Ottawa, ON K2P 2G8
    View profile for Retirement in View(613) 416-9593

  14. #14 🥇 Aspire Wealth Group

    Based in Kanata, 37 km away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 65 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    160 Terence Matthews Crescent Unit A, Kanata, ON K2M 1X4
    View profile for 🥇 Aspire Wealth Group(613) 254-8484

  17. #17 FES Group

    Based in Ottawa, 24 km away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 55 Google reviews, listed on Google as “Financial advisor”.

    • 4.6★ from 55 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    1580 Merivale Rd #303, Ottawa, ON K2G 4B5
    View profile for FES Group(613) 731-3815

  18. #18 PWL Capital Inc - Ottawa

    Based in Ottawa, 19 km away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    265 Carling Ave Suite 800, Ottawa, ON K1S 2E1
    View profile for PWL Capital Inc - Ottawa(613) 237-5544

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

financial advisors in Fallingbrook, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Been There Financial Planning665.0★ (10)2 km
27Bromwich+Smith655.0★ (21)19 km
28Co-operators - Natasha Hall & Associates Inc654.0★ (70)24 km
29Gabriel Girardi Omar - Advisor, Sun Life655.0★ (19)19 km
30Co-operators - Josee Brisson Insurances Inc654.0★ (11)In Fallingbrook
31MD Financial Management Head Office654.1★ (31)16 km
32BMO Bank of Montreal653.2★ (48)3 km
33Wealth Strategies654.9★ (8)2 km
34IG Wealth Management - Tyler Langfield, Registered Retirement Consultant RRC645.0★ (33)37 km
35Henley Solutions Inc.644.8★ (17)18 km
36Gifford Carr644.4★ (60)37 km
37RocheBanyan645.0★ (6)In Fallingbrook
38Avesta Wealth - Adam Schacter, CFP®, CIM, EPC, CEA, FCSI645.0★ (19)24 km
39MC Financial645.0★ (5)In Fallingbrook
40Amira Mamhikoff645.0★ (5)In Fallingbrook
41BMO Bank of Montreal642.9★ (73)2 km
42Mitch McLean CFP, Financial and Investment Advisor634.9★ (15)23 km
43Vaillancourt & Associés Private Wealth Management635.0★ (9)14 km
44Co-operators - Assurances Daniel Lebrun Insurance Inc634.5★ (13)17 km
45IG Wealth Management634.9★ (14)23 km
46Astrolabe Financial Group Inc.634.8★ (15)24 km
47Goldhar & Associates Ltd., Licensed Insolvency Trustee634.6★ (11)18 km
48Co-operators - Ryan Tuck & Associates Insurance and Investments633.9★ (33)26 km
49Scotiabank632.6★ (61)In Fallingbrook
50Financial Solutions634.2★ (5)4 km

Also serving Fallingbrook

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 Fallingbrook
BusinessGoogle ratingDistance
.3.0★ (2)In Fallingbrook
Access Capital Solutions Inc.In Fallingbrook
Anthony Sirianni - CIBC Ottawa Mortgage Advisor5.0★ (2)In Fallingbrook
CFM Financial Consulting Inc.In Fallingbrook
CIBC Financial Advisor: Kim Sondergaard5.0★ (1)In Fallingbrook
CIBC Mortgage Advisor5.0★ (1)In Fallingbrook
Edward Jones - Financial Advisor: Roger Gran-Ruaz5.0★ (2)In Fallingbrook
HollisWealthIn Fallingbrook
IPC Investment Corporation - Danielle MichaudIn Fallingbrook
IPC Investment Corporation - Guy SeguinIn Fallingbrook
IPC Investment Corporation - John RedsellIn Fallingbrook
Joel Demontigny5.0★ (1)In Fallingbrook
Les Associés Blanchard-Séguin & AssociatesIn Fallingbrook
Manuel Jose Cardenas - TD Account Manager Small BusinessIn Fallingbrook
Orleans Financial Planner5.0★ (2)In Fallingbrook
Piyush Agrawal - Mortgage Advisor Ottawa - Dominion Lending Centres National5.0★ (2)In Fallingbrook
Providential Financial Planning5.0★ (1)In Fallingbrook
Ricardo Holness - TD Financial PlannerIn Fallingbrook
Sapience Financial Management Inc5.0★ (1)In Fallingbrook
Walker Financial Services5.0★ (1)In Fallingbrook

How we ranked Fallingbrook financial advisors

We scored 151 Fallingbrook 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 Fallingbrook 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 Fallingbrook: frequently asked questions

Which financial advisor has the highest RFA Score in Fallingbrook?

By RFA Score, the highest-ranked financial advisor in Fallingbrook, PE is Co-operators - J.A. Associates Financial Services Inc. with an RFA Score of 75/100. It has 4.9★ from 186 Google reviews. McCay Duff LLP (#2) and Family First Insurance & Investments (#3) follow. We ranked 151 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Fallingbrook?

RankedFinancialAdvisors ranks 151 financial advisors serving Fallingbrook, PE. 9 of them are based in Fallingbrook; 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 Fallingbrook work on weekends?

28 of 151 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are Belanger Financial (#7), Life Insurance Ottawa (#10) and Fliesser Financial (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fallingbrook financial advisors have?

The median Google rating among 151 rated financial advisors in Fallingbrook is 4.9★, with a median of 12 reviews. Co-operators - J.A. Associates Financial Services Inc. has the most, 186 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 Fallingbrook count in this ranking?

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

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 Fallingbrook

  1. November 2026: RFA Scores recalculated for 151 financial advisors serving Fallingbrook.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Fallingbrook pages