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Financial Advisors in Mission, BC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Mission: Well Built Wealth, RFA Score 75/100; 5.0★ from 241 Google reviews.

  2. 18

    Most-reviewed: East To West Group of Companies, 759 Google reviews at 5.0★, the most of 218 ranked; ranked #18.

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

218 Mission financial advisors are ranked here by RFA Score, from eight published factors. 66 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.8★ across 218 rated firms.

Top 10 financial advisors in Mission 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 Mission at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Well Built Wealth755.0★ (241)Abbotsford, 10 km away—Top score
2Parallel Wealth Financial Group Inc.725.0★ (234)Coquitlam, 27 km away——
3Cedar Rock Financial Group705.0★ (159)Langley, 27 km away——
4Justin Manning - Vegan Financial Advisor705.0★ (133)Langley, 26 km away——
5Rivershore Wealth Planning705.0★ (64)Abbotsford, 10 km away——
6Credit Lift704.9★ (145)Langley, 26 km away——
7Vidit Paruthi - Mortgage Professional695.0★ (149)Surrey, 37 km awaySat · Sun · Evenings—
8Ascendant Financial Inc: Financial planner - Chilliwack674.9★ (76)Abbotsford, 26 km away——
9Drake Financial Ltd.675.0★ (34)Abbotsford, 10 km away——
10Willems Wealth Planning Group - Assante Financial Management Ltd.674.9★ (32)Abbotsford, 9 km away——

All 218 financial advisors in Mission, 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 Mission

    #1 Well Built Wealth

    Based in Abbotsford, 10 km away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 241 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 241 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2420 McCallum Rd #201, Abbotsford, BC V2S 6R9
    View profile for Well Built Wealth(778) 749-8060

  6. #6 Credit Lift

    Based in Langley, 26 km away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 145 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 145 Google reviews
    Address
    20611 Fraser Hwy #108, Langley, BC V3A 4G4
    View profile for Credit Lift(778) 653-7310

  9. #9 Drake Financial Ltd.

    Based in Abbotsford, 10 km away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2190 McCallum Rd, Abbotsford, BC V2S 3P3
    View profile for Drake Financial Ltd.(604) 855-6661

  11. #11 Co-operators

    Based in Aldergrove, 16 km away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 34 Google reviews
    Hours
    Mon–Sat 9 AM–5 PM · Sun closed
    Address
    26426 Fraser Hwy B100, Aldergrove, BC V4W 3E2, Canada
    View profile for Co-operators(604) 856-9733

  14. #14 Vantage Financial Group Inc.

    Based in Langley, 27 km away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8063 199 St #300, Langley Twp, BC V2Y 0E2
    View profile for Vantage Financial Group Inc.

  21. #21 Wealth Guardian

    Based in Vancouver, 30 km away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    View profile for Wealth Guardian

  22. #22 Vancity

    Based in Mission

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.4★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 38 Google reviews
    Hours
    Mon closed · Tue–Fri 9:30 AM–5 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    32555 London Ave #150, Mission, BC V2V 6M7
    View profile for Vancity(604) 877-7000

  23. #23 True Value Financial Inc. - Investment, Insurance, Financial & Retirement Solutions

    Based in Langley, 26 km away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    20434 64 Ave #206, Langley, BC V2Y 3B3
    View profile for True Value Financial Inc. - Investment, Insurance, Financial & Retirement Solutions(604) 729-2170

  24. #24 World Financial group

    Based in Abbotsford, 9 km away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon 9 AM–6 PM · Tue 9:30 AM–7 PM · Wed 9:30 AM–6 PM · Thu 9:30 AM–5 PM · Fri–Sun 9:30 AM–6 PM
    Address
    2669 Langdon St #108B, Abbotsford, BC V2T 3L1
    View profile for World Financial group(778) 552-9302

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

financial advisors in Mission, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Different Financial645.0★ (41)37 km
27Prospera634.3★ (46)25 km
28Bromwich+Smith634.9★ (46)39 km
29Lane Cuthbert Financial634.8★ (24)24 km
30Loney Financial635.0★ (23)27 km
31Maximum Mortgage Solutions - Mortgage Broker - Ajay Sharma635.0★ (140)9 km
32NextLevel Financial634.7★ (26)26 km
33A O Winter Financial Services - Ainslie Winter - Insurance Advisor635.0★ (32)37 km
34CIBC Mortgage Advisor: Arvinder Alagh635.0★ (18)24 km
35Edward Jones - Financial Advisor: Steven D Laforet624.8★ (23)28 km
36BMO Bank of Montreal623.9★ (57)24 km
37Cindy Boury Private Wealth Management of Raymond James Ltd.624.6★ (9)9 km
38Legassie Financial Ltd.625.0★ (19)27 km
39Insightful Wealth Group Raymond James625.0★ (30)37 km
40CIBC Mortgage Advisor: Prashant Garg624.9★ (33)38 km
41Insurity Financial Group625.0★ (13)21 km
42Investwell Wealth Management Inc.625.0★ (17)27 km
43Ivory Planning Group625.0★ (12)21 km
44World Financial Group624.7★ (14)20 km
45Cody Rowe - Mortgage Broker615.0★ (24)37 km
46CIBC Wood Gundy Chilliwack Branch614.1★ (26)24 km
47Lifestyle Mortgage615.0★ (90)9 km
48Edward Jones - Financial Advisor: Matthew Shellborn, CEPA®614.7★ (14)24 km
49Emmanuel Ohana - Financial Advisor615.0★ (21)36 km
50BMO Bank of Montreal613.1★ (41)10 km

Also serving Mission

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 Mission
BusinessGoogle ratingDistance
Assante Capital Management Ltd.5.0★ (2)9 km
BTN Financial Services Inc5.0★ (2)25 km
Caleb Ng - Raymond James Ltd.5.0★ (2)21 km
CIBC Financial Advisor: Amyn Ali1.0★ (2)9 km
CIBC Financial Advisor: Anish Sahadevan4.0★ (2)24 km
CIBC Financial Advisor: Tanuja Gill5.0★ (2)11 km
CIBC Mortgage Advisor: Julie TatlaIn Mission
CIBC Mortgage Advisor: Sim Brar1.0★ (1)In Mission
Edward Jones - Financial Advisor: Eric M Ludwig5.0★ (2)24 km
Edward Jones - Financial Advisor: Louisa Zerbe4.5★ (2)25 km
Harbourfront Wealth Management Inc.5.0★ (2)11 km
Investors Group Fraser Valley3.0★ (2)10 km
Jacki Senko - TD Financial PlannerIn Mission
Len Corneto - COUNTRY Financial Agent5.0★ (2)23 km
Lucas Hart Financial Services Inc5.0★ (2)10 km
RBC Royal Bank ATM1.0★ (2)In Mission
Rob Torrance - Assante Wealth Management3.0★ (2)9 km
Ryan McKnight - TD Retail Investment SpecialistIn Mission
Terrence Brown, Sun Life Financial5.0★ (2)25 km
Whatcom Financial Service1.0★ (2)25 km

How we ranked Mission financial advisors

We scored 218 Mission 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 Mission 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 Mission: frequently asked questions

Which financial advisor has the highest RFA Score in Mission?

By RFA Score, the highest-ranked financial advisor in Mission, BC is Well Built Wealth with an RFA Score of 75/100. It has 5.0★ from 241 Google reviews. Parallel Wealth Financial Group Inc. (#2) and Cedar Rock Financial Group (#3) follow. We ranked 218 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Mission?

RankedFinancialAdvisors ranks 218 financial advisors serving Mission, BC. 1 of them is based in Mission; 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 Mission work on weekends?

66 of 218 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Vidit Paruthi - Mortgage Professional (#7), Co-operators (#11) and Moulik Toor, Senior Mortgage & Wealth Advisor - Westgroup Financial Management Inc. (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mission financial advisors have?

The median Google rating among 218 rated financial advisors in Mission is 4.8★, with a median of 15 reviews. East To West Group of Companies has the most, 759 reviews, and ranks #18. 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 Mission count in this ranking?

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

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 Mission

  1. November 2026: RFA Scores recalculated for 218 financial advisors serving Mission.

More financial advisors and Mission pages