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Financial Advisors in Surrey, BC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Surrey: Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER, RFA Score 78/100; 5.0★ from 483 Google reviews.

  2. 23

    Most-reviewed: East To West Group of Companies, 759 Google reviews at 5.0★, the most of 574 ranked; ranked #23.

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

574 Surrey financial advisors are ranked here by RFA Score, from eight published factors. 164 open Saturdays and 37 open Sundays, based on posted hours. The median Google rating is 4.9★ across 574 rated firms.

Top 10 financial advisors in Surrey 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 Surrey at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER785.0★ (483)Surrey—Top score
2Vidit Paruthi - Mortgage Professional755.0★ (149)SurreySat · Sun · Evenings—
3Parallel Wealth Financial Group Inc.745.0★ (234)Coquitlam, 13 km away——
4Mode Money Managers Inc.745.0★ (113)SurreySat—
5Sanjay Gupta745.0★ (104)SurreySat—
6Cedar Rock Financial Group735.0★ (159)Langley, 13 km away——
7RightFit Advisors735.0★ (184)Richmond, 15 km away——
8Justin Manning - Vegan Financial Advisor725.0★ (133)Langley, 12 km away——
9Credit Lift724.9★ (145)Langley, 13 km away——
10Moulik Toor, Senior Mortgage & Wealth Advisor - Westgroup Financial Management Inc.725.0★ (65)SurreySat · Sun · Evenings—

All 574 financial advisors in Surrey, 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.

  5. #5 Sanjay Gupta

    Based in Surrey

    74/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–5 PM · Sun closed
    Address
    1921 Ocean Wind Dr, Surrey, BC V4A 9P2
    View profile for Sanjay Gupta(604) 503-6644

  7. #7 RightFit Advisors

    Based in Richmond, 15 km away

    73/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 184 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 184 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for RightFit Advisors

  9. #9 Credit Lift

    Based in Langley, 13 km away

    72/100RFA Score

    Ranked #9 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

  11. #11 Ai Financial (BC Branch)

    Based in Burnaby, 19 km away

    72/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 153 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 153 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    6378 Silver Ave Unit 405, Burnaby, BC V5H 0J2
    View profile for Ai Financial (BC Branch)(778) 994-2341

  14. #14 Way Financial

    Based in Richmond, 23 km away

    71/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 187 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 187 Google reviews
    Hours
    Mon–Tue 9:30 AM–5:30 PM · Wed closed · Thu–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    6388 Number 3 Rd #400, Richmond, BC V6Y 0L4
    View profile for Way Financial(604) 279-0866

  16. #16 GT Wealth 安加財稅

    Based in Richmond, 23 km away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 143 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 143 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    6388 Number 3 Rd Ste 405, Richmond, BC V6Y 0L4
    View profile for GT Wealth 安加財稅(604) 278-0122

  17. #17 Bromwich+Smith

    Based in Surrey

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 46 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri–Sun 8 AM–5 PM
    Address
    7404 King George Blvd #200, Surrey, BC V3W 1N6
    View profile for Bromwich+Smith(855) 884-9243

  18. #18 Different Financial

    Based in Surrey

    70/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon closed · Tue–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    15300 Croydon Dr #300, Surrey, BC V3Z 0Z5
    View profile for Different Financial(778) 381-8657

  20. #20 Well Built Wealth

    Based in Abbotsford, 39 km away

    70/100RFA Score

    Ranked #20 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

  24. #24 Puri & Associates

    Based in Surrey

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 54 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 54 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    12899 76 Ave #101, Surrey, BC V3W 1E6
    View profile for Puri & Associates(778) 869-0726

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

financial advisors in Surrey, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Spark Mortgage: Ryan Cooper695.0★ (62)16 km
27Ascendant Financial Inc: Financial Advisor - Vancouver695.0★ (104)28 km
28Insightful Wealth Group Raymond James695.0★ (30)In Surrey
29FOURSQUARE FINANCIAL INC.695.0★ (59)17 km
30Surinder Singh Kaler685.0★ (26)In Surrey
31Panorama Financial Planning685.0★ (26)In Surrey
32Vantage Financial Group Inc.685.0★ (45)12 km
33Flann Financial Group Ltd685.0★ (47)14 km
34WFG - World Financial Group684.8★ (76)20 km
35TE Financial Group Inc.685.0★ (49)15 km
36Mobius Financial Planning685.0★ (65)22 km
37ARC Wealth: Vancouver Wealth Management + Financial Planner685.0★ (88)29 km
38Skyward Financial685.0★ (23)In Surrey
39Advantum Financial Solutions Ltd.685.0★ (23)In Surrey
40HB Tax Services684.1★ (63)In Surrey
41Prospera684.2★ (52)In Surrey
42PRIME TAX & ACCOUNTING SERVICES LTD Chartered Tax Practitioner685.0★ (372)In Surrey
43Wealth Guardian685.0★ (40)14 km
44The Financial Foxes Inc.685.0★ (21)In Surrey
45Emmanuel Ohana - Financial Advisor685.0★ (21)In Surrey
46CIBC Mortgage Advisor: Prashant Garg684.9★ (33)9 km
47Camlife Financial685.0★ (70)27 km
48Kalkine Canada Advisory Services Inc684.2★ (426)29 km
49Wendy Valerio Financial Advisor685.0★ (74)29 km
50Right Direction Financial685.0★ (21)In Surrey

Also serving Surrey

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 Surrey
BusinessGoogle ratingDistance
Assante Wealth Management - South Surrey5.0★ (1)In Surrey
Bogress Financial Group5.0★ (2)In Surrey
Canada Financial Group5.0★ (1)In Surrey
CIBC Financial Advisor: Harish Kumar4.0★ (2)In Surrey
David Yung - BMO Financial Planner5.0★ (2)In Surrey
Edward Jones - Financial Advisor: Frank Fong5.0★ (2)In Surrey
Edward Jones - Financial Advisor: Nikki Li, QAFP®|CEA®|CEPA®4.0★ (1)In Surrey
Harbourfront Wealth Management Inc.1.0★ (2)In Surrey
IG Private Wealth Management - De Boer & Associates5.0★ (2)In Surrey
InvestNLife Insurance & Financial Services Inc.3.0★ (1)In Surrey
KB Financial5.0★ (2)In Surrey
Legacy Family Office Surrey5.0★ (2)In Surrey
Mehul Gandhi5.0★ (2)In Surrey
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management5.0★ (2)In Surrey
Sidhu Bros Financial Services | Bookkeeping company | Personal Income | Corporate Accounting Surrey3.0★ (2)In Surrey
Sun Life Financial Advisor - Daniel Olson5.0★ (2)In Surrey
Surinder Kang - TD Financial Planner5.0★ (2)In Surrey
Vincent Young, CFP - Financial Planner at RBC5.0★ (2)In Surrey
WFG Global Financial Corporation1.0★ (2)In Surrey
World Financial Group5.0★ (2)In Surrey

How we ranked Surrey financial advisors

We scored 574 Surrey 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 Surrey 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 Surrey: frequently asked questions

Which financial advisor has the highest RFA Score in Surrey?

By RFA Score, the highest-ranked financial advisor in Surrey, BC is Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER with an RFA Score of 78/100. It has 5.0★ from 483 Google reviews. Vidit Paruthi - Mortgage Professional (#2) and Parallel Wealth Financial Group Inc. (#3) follow. We ranked 574 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Surrey?

RankedFinancialAdvisors ranks 574 financial advisors serving Surrey, BC. 25 of them are based in Surrey; 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 Surrey work on weekends?

164 of 574 ranked financial advisors post Saturday hours and 37 post Sunday hours. The highest-ranked open Saturdays are Vidit Paruthi - Mortgage Professional (#2), Mode Money Managers Inc. (#4) and Sanjay Gupta (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Surrey financial advisors have?

The median Google rating among 574 rated financial advisors in Surrey is 4.9★, with a median of 14 reviews. East To West Group of Companies has the most, 759 reviews, and ranks #23. 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 Surrey count in this ranking?

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

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 Surrey

  1. November 2026: RFA Scores recalculated for 574 financial advisors serving Surrey.

More financial advisors and Surrey pages