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Financial Advisors in Oakville, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Oakville: Co-operators - Carlos Soares Insurance Inc, RFA Score 77/100; 4.9★ from 355 Google reviews.

  2. 7

    Most-reviewed: Ascendant Financial Inc., 638 Google reviews at 5.0★, the most of 669 ranked; ranked #7.

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

669 Oakville financial advisors are ranked here by RFA Score, from eight published factors. 157 open Saturdays and 33 open Sundays, based on posted hours. The median Google rating is 4.9★ across 669 rated firms.

Top 10 financial advisors in Oakville 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 Oakville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Carlos Soares Insurance Inc774.9★ (355)Oakville—Top score
2Access Rebates755.0★ (411)Mississauga, 19 km away——
3Volpe Financial Solutions745.0★ (122)Oakville——
4AK Consultancy Services Inc.735.0★ (92)OakvilleSat—
5Eagle Partners Financial Solutions734.9★ (108)Oakville——
6Co-operators - Matthew Donohoe Insurance Associates Inc734.9★ (103)Oakville——
7Ascendant Financial Inc.735.0★ (638)East York, 39 km away—Most reviews
8Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping735.0★ (167)Milton, 16 km awayEvenings—
9SPERGEL - Consumer Proposal & Licensed Insolvency Trustees724.8★ (260)Mississauga, 17 km away——
10Longevity Wealth725.0★ (296)Toronto, 30 km awaySat · Sun · Evenings—

All 669 financial advisors in Oakville, 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 Access Rebates

    Based in Mississauga, 19 km away

    75/100RFA Score

    Ranked #2 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

  10. #10 Longevity Wealth

    Based in Toronto, 30 km away

    72/100RFA Score

    Ranked #10 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

  11. #11 The Money Mint

    Based in Mississauga, 24 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

  15. #15 Novel Wealth

    Based in Toronto, 29 km away

    72/100RFA Score

    Ranked #15 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

  16. #16 Insurance Explorer Inc.

    Based in Etobicoke, 25 km away

    72/100RFA Score

    Ranked #16 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 Equiton

    Based in Burlington, 9 km away

    72/100RFA Score

    Ranked #17 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

  25. #25 Modern Vision Planning

    Based in Mississauga, 15 km away

    70/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 84 Google reviews
    Hours
    Mon–Tue 9 AM–8 PM · Wed–Fri 10 AM–8 PM · Sat–Sun 9 AM–8 PM
    Address
    350 Burnhamthorpe Rd W Unit 200, Mississauga, ON L5B 3J1
    View profile for Modern Vision Planning(416) 464-7760

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

financial advisors in Oakville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Izabella Ordones, Financial Services (Primerica)705.0★ (127)24 km
27Tandia Financial - Milton Branch704.8★ (130)18 km
28SPERGEL - Consumer Proposal & Licensed Insolvency Trustees704.9★ (286)37 km
29Jenny Tate705.0★ (64)10 km
30ASKAMIT705.0★ (83)17 km
31The Cognizers704.9★ (76)13 km
32Stress Free Property Management Inc.704.9★ (39)In Oakville
33Ferguson Financial Planning | CI Assante Wealth Management Ltd.694.9★ (78)15 km
34Cruz Financial694.9★ (60)12 km
35SPERGEL - Consumer Proposal & Licensed Insolvency Trustees694.9★ (121)26 km
36Co-operators - Kevin Goverde Agency Inc694.9★ (58)12 km
37@Private Wealth Management Inc. / Manulife Wealth Inc.695.0★ (30)In Oakville
38WSC Financial Solutions695.0★ (29)In Oakville
39Quantum Financial Service Inc694.6★ (103)17 km
40Orientum684.9★ (62)16 km
41R. Sales & Associates | IG Private Wealth Management685.0★ (40)9 km
42Stonewater Financial Group685.0★ (108)32 km
43LSP Canada685.0★ (111)34 km
44Evergreen Wealth Management685.0★ (67)23 km
45AWealth685.0★ (51)18 km
46The Burlington Mortgage Centre - Bob Beach & Associates684.8★ (46)10 km
47Winston Cabrera - World Financial Group Mississauga685.0★ (68)24 km
48Expert Investor Academy685.0★ (23)In Oakville
49Flatiron Wealth Management Inc.685.0★ (97)33 km
50Newcastle Financial675.0★ (91)34 km

Also serving Oakville

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 Oakville
BusinessGoogle ratingDistance
3 Keys Wealth, Raymond James Ltd.5.0★ (1)In Oakville
Baicorp Financial Inc5.0★ (1)In Oakville
Bristol Capital Management5.0★ (2)In Oakville
Cassie Ma - TD Financial Planner5.0★ (2)In Oakville
Charanduk Financial Services - Daryl Charanduk5.0★ (2)In Oakville
CHARLTON GROUP CAPITAL MANAGEMENT3.0★ (2)In Oakville
CIBC Mortgage Advisor: Craig Duguay5.0★ (2)In Oakville
Edward Jones - Financial Advisor: Marc Nutford5.0★ (1)In Oakville
Edward Jones - Financial Advisor: Marcelo Lino, CFP®|CFA®5.0★ (1)In Oakville
Edward Jones - Financial Advisor: Michael P Robertson5.0★ (2)In Oakville
Financial Consulting House1.0★ (1)In Oakville
Howard, Barclay & Associates Ltd.5.0★ (1)In Oakville
Joseph Pace - TD Wealth Private Investment Advice5.0★ (1)In Oakville
Jovan Dubay - TD Financial Planner5.0★ (2)In Oakville
Lago Financial Inc.5.0★ (1)In Oakville
MCF Lounge 万锦金融酒廊 Oakville5.0★ (2)In Oakville
OTUS Non-Profit CFO5.0★ (1)In Oakville
Tara Kelly - BMO Nesbitt Burns5.0★ (2)In Oakville
The Campanella Group5.0★ (75)In Oakville
Ventum Financial Corp.5.0★ (1)In Oakville

How we ranked Oakville financial advisors

We scored 669 Oakville 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 Oakville 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 Oakville: frequently asked questions

Which financial advisor has the highest RFA Score in Oakville?

By RFA Score, the highest-ranked financial advisor in Oakville, ON is Co-operators - Carlos Soares Insurance Inc with an RFA Score of 77/100. It has 4.9★ from 355 Google reviews. Access Rebates (#2) and Volpe Financial Solutions (#3) follow. We ranked 669 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Oakville?

RankedFinancialAdvisors ranks 669 financial advisors serving Oakville, ON. 10 of them are based in Oakville; 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 Oakville work on weekends?

157 of 669 ranked financial advisors post Saturday hours and 33 post Sunday hours. The highest-ranked open Saturdays are AK Consultancy Services Inc. (#4), Longevity Wealth (#10) and AKM Financial Solutions - Sun Life (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oakville financial advisors have?

The median Google rating among 669 rated financial advisors in Oakville is 4.9★, with a median of 13 reviews. Ascendant Financial Inc. has the most, 638 reviews, and ranks #7. 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 Oakville count in this ranking?

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

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 Oakville

  1. November 2026: RFA Scores recalculated for 669 financial advisors serving Oakville.

More financial advisors and Oakville pages