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Financial Advisors in Milton, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Milton: Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping, RFA Score 75/100; 5.0★ from 167 Google reviews; open evenings.

  2. 3

    Most-reviewed: Access Rebates, 411 Google reviews at 5.0★, the most of 585 ranked; ranked #3.

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

585 Milton financial advisors are ranked here by RFA Score, from eight published factors. 150 open Saturdays and 28 open Sundays, based on posted hours. The median Google rating is 4.9★ across 585 rated firms.

Top 10 financial advisors in Milton 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 Milton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping755.0★ (167)MiltonEveningsTop score
2Menon Financial Solutions755.0★ (149)Milton——
3Access Rebates755.0★ (411)Mississauga, 20 km away—Most reviews
4Co-operators - Carlos Soares Insurance Inc754.9★ (355)Oakville, 14 km away——
5CPA4SMALL BUSINESS INC. (Chartered Professional Accountants)745.0★ (121)MiltonSat—
6Tandia Financial - Milton Branch734.8★ (130)MiltonSat—
7REALTOR Prateek Kapur - Century 21 Property Zone Realty Inc.725.0★ (189)Brampton, 20 km awaySat · Sun · Evenings—
8Canadian Mortgage Services725.0★ (213)Brampton, 23 km awaySat · Sun · Evenings—
9INSUREPEDIA (Auto, Home, Commercial, Life, Super Visa Insurance & Investments)725.0★ (137)Brampton, 15 km away——
10SPERGEL - Consumer Proposal & Licensed Insolvency Trustees724.8★ (260)Mississauga, 21 km away——

All 585 financial advisors in Milton, 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.

  3. #3 Access Rebates

    Based in Mississauga, 20 km away

    75/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 411 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 411 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 Matheson Blvd W Ste 200, Mississauga, ON L5R 3L7
    View profile for Access Rebates(905) 678-6368

  11. #11 The Money Mint

    Based in Mississauga, 28 km away

    72/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 276 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 276 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
    View profile for The Money Mint(905) 366-4323

  14. #14 Insurance Explorer Inc.

    Based in Etobicoke, 29 km away

    71/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 239 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 239 Google reviews
    Hours
    Mon–Fri 10 AM–9 PM · Sat 10 AM–6 PM · Sun closed
    Address
    5409 Eglinton Ave W, Etobicoke, ON M9C 5K6, Unit, Etobicoke, ON 207
    View profile for Insurance Explorer Inc.(647) 928-1565

  17. #17 Longevity Wealth

    Based in Toronto, 40 km away

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 296 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 296 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    21 Atlantic Ave C, Toronto, ON M6K 3E7
    View profile for Longevity Wealth(416) 904-3904

  19. #19 Equiton

    Based in Burlington, 17 km away

    70/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 193 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 193 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1111 International Blvd Suite 500, Burlington, ON L7L 6W1
    View profile for Equiton(905) 635-1381

  21. #21 Novel Wealth

    Based in Toronto, 38 km away

    70/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 259 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 259 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    25A Morrow Ave Ste 202, Toronto, ON M6R 2H9
    View profile for Novel Wealth(416) 203-9500

  24. #24 The Cognizers

    Based in Mississauga, 12 km away

    70/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 76 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 76 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3366 Fountain Park Ave, Mississauga, ON L5M 7E2
    View profile for The Cognizers(437) 937-0077

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

financial advisors in Milton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26FIN Tactics705.0★ (37)In Milton
27Izabella Ordones, Financial Services (Primerica)705.0★ (127)28 km
28Modern Vision Planning695.0★ (84)21 km
29Evolv Financial Solutions - Sun Life695.0★ (70)17 km
30ASKAMIT695.0★ (83)22 km
31Jenny Tate695.0★ (64)17 km
32Optim Financial Solutions Inc. - Sun Life695.0★ (100)28 km
33SPERGEL - Consumer Proposal & Licensed Insolvency Trustees694.9★ (121)29 km
34Co-operators - BENNETT FINANCIAL SERVICES INC.695.0★ (148)37 km
35Ferguson Financial Planning | CI Assante Wealth Management Ltd.694.9★ (78)21 km
36Kulla Financial695.0★ (28)In Milton
37Mortgage Winners695.0★ (27)In Milton
38AWealth685.0★ (51)15 km
39Co-operators - Kevin Goverde Agency Inc684.9★ (58)17 km
40Cruz Financial684.9★ (60)18 km
41Health Wealth Protection by Tarsem Pal Singh685.0★ (81)28 km
42Quantum Financial Service Inc684.6★ (103)21 km
43Emil Matacz - Financial Planner - Canfin Financial Group - Milton685.0★ (23)In Milton
44Orooj Financial Group - Zahid Syed, TEP, CLU, MFA-P - Estate Planner684.8★ (59)17 km
45Orientum684.9★ (62)22 km
46Zera Accounting and Tax CPA684.9★ (58)21 km
47Edward Jones - Kuldip Shah675.0★ (50)20 km
48Winston Cabrera - World Financial Group Mississauga675.0★ (68)28 km
49Edward Jones - Financial Advisor: Adnan Ganiwalla, CEA®675.0★ (19)In Milton
50R. Sales & Associates | IG Private Wealth Management675.0★ (40)17 km

Also serving Milton

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 Milton
BusinessGoogle ratingDistance
Anil Roopnarine - TD Retail Investment SpecialistIn Milton
Bruce Grey FinancialIn Milton
Canada Employment & InsuranceIn Milton
CIBC Financial Advisor: Kobie Edwards5.0★ (1)In Milton
CIBC Financial Advisor: Nayif Chishti5.0★ (1)In Milton
CIBC Mortgage Advisor: Amanda Arnott5.0★ (2)In Milton
CIBC Mortgage Advisor: Jay Folk3.0★ (2)In Milton
CIBC Mortgage Advisor: Sal El-Hoss5.0★ (1)In Milton
Darren Orton - TD Financial Planner1.0★ (1)In Milton
Edward Jones - Financial Advisor: Brett J Strano, CFP®|CIWM|FMAIn Milton
Edward Jones InvestmentsIn Milton
Eunice Wang - BMO Financial PlannerIn Milton
Hardcastle Investment Corporation5.0★ (1)In Milton
Investment Planning CounselIn Milton
IPC Investment Corporation - Lou MulliganIn Milton
IPC Investment Corporation - Michael O'Gorman5.0★ (1)In Milton
IPC Securities Corporation - Next Steps PlanningIn Milton
Muhammad Awan - TD Financial PlannerIn Milton
Mulligan & Associates Financial SolutionsIn Milton
PPG Financial Planning-Anil Jaspal, CFA®, CFP®5.0★ (1)In Milton

How we ranked Milton financial advisors

We scored 585 Milton 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 Milton 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 Milton: frequently asked questions

Which financial advisor has the highest RFA Score in Milton?

By RFA Score, the highest-ranked financial advisor in Milton, ON is Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping with an RFA Score of 75/100. It has 5.0★ from 167 Google reviews. It is open evenings. Menon Financial Solutions (#2) and Access Rebates (#3) follow. We ranked 585 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Milton?

RankedFinancialAdvisors ranks 585 financial advisors serving Milton, ON. 10 of them are based in Milton; 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 Milton work on weekends?

150 of 585 ranked financial advisors post Saturday hours and 28 post Sunday hours. The highest-ranked open Saturdays are CPA4SMALL BUSINESS INC. (Chartered Professional Accountants) (#5), Tandia Financial - Milton Branch (#6) and REALTOR Prateek Kapur - Century 21 Property Zone Realty Inc. (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Milton financial advisors have?

The median Google rating among 585 rated financial advisors in Milton is 4.9★, with a median of 14 reviews. Access Rebates has the most, 411 reviews, and ranks #3. 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 Milton count in this ranking?

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

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 Milton

  1. November 2026: RFA Scores recalculated for 585 financial advisors serving Milton.

More financial advisors and Milton pages