72/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 4.9★ from 972 Google reviews, listed on Google as “Investment service”.
Financial Advisors in Uxbridge, ON: 2026 rankings
302 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Uxbridge: Ai Financial, RFA Score 72/100; 4.9★ from 972 Google reviews; open evenings.
- 2
Most-reviewed: Mak Tax & Accounting Services Inc., 1,293 Google reviews at 4.7★, the most of 302 ranked; ranked #2.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
302 Uxbridge financial advisors are ranked here by RFA Score, from eight published factors. 95 open Saturdays and 31 open Sundays, based on posted hours. The median Google rating is 4.8★ across 302 rated firms.
Top 10 financial advisors in Uxbridge 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | Ai Financial | 72 | 4.9★ (972) | Markham, 37 km away | Evenings | Top score |
| 2 | Mak Tax & Accounting Services Inc. | 72 | 4.7★ (1,293) | Scarborough, 36 km away | Sat | Most reviews |
| 3 | Ben Aldridge, Landbridge Financial Solutions - Sun Life | 71 | 5.0★ (263) | Ajax, 30 km away | Sat · Evenings | — |
| 4 | Green Conway and Associates - IG Private Wealth Management | 70 | 5.0★ (149) | Newmarket, 25 km away | — | — |
| 5 | INFORCE WEALTH MANAGEMENT | 70 | 5.0★ (157) | Ajax, 28 km away | — | — |
| 6 | Global Tax & Wealth Management | 69 | 5.0★ (105) | Brampton, 27 km away | Sat · Sun · Evenings | — |
| 7 | Money Gal Wealth Management | 69 | 5.0★ (102) | Newmarket, 25 km away | Sat · Sun · Evenings | — |
| 8 | The McClelland Financial Group | 68 | 5.0★ (142) | Markham, 35 km away | — | — |
| 9 | Edward Jones - Financial Advisor: Joshua Orth | 68 | 4.9★ (31) | Uxbridge | — | — |
| 10 | Edward Jones - Financial Advisor: Michael Broad | 68 | 5.0★ (28) | Uxbridge | — | — |
All 302 financial advisors in Uxbridge, 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.
Based in Scarborough, 36 km away
72/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 4.7★ from 1,293 Google reviews, listed on Google as “Financial planner”.
Based in Ajax, 30 km away
71/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 5.0★ from 263 Google reviews, listed on Google as “Financial planner”.
Based in Newmarket, 25 km away
70/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 5.0★ from 149 Google reviews, listed on Google as “Financial planner”.
Based in Ajax, 28 km away
70/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 157 Google reviews, listed on Google as “Financial planner”.
Based in Brampton, 27 km away
69/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 5.0★ from 105 Google reviews, listed on Google as “Financial consultant”.
Based in Newmarket, 25 km away
69/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 102 Google reviews, listed on Google as “Financial advisor”.
Based in Markham, 35 km away
68/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 5.0★ from 142 Google reviews, listed on Google as “Financial planner”.
Based in Uxbridge
68/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial consultant”.
Based in Uxbridge
68/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial consultant”.
Based in Richmond Hill, 38 km away
68/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 5.0★ from 155 Google reviews, listed on Google as “Financial consultant”.
Based in Markham, 35 km away
68/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 4.9★ from 154 Google reviews, listed on Google as “Financial planner”.
Based in Newmarket, 25 km away
68/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 5.0★ from 77 Google reviews, listed on Google as “Financial consultant”.
Based in Markham, 35 km away
67/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 105 Google reviews, listed on Google as “Financial consultant”.
#15 CL Financial
Based in East York, 40 km away
67/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 134 Google reviews, listed on Google as “Financial planner”.
#16 Bromwich+Smith
Based in Scarborough, 37 km away
67/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 4.9★ from 127 Google reviews, listed on Google as “Financial planner”.
Based in Richmond Hill, 35 km away
67/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 4.8★ from 130 Google reviews, listed on Google as “Financial planner”.
#18 Legacy Financial
Based in East York, 35 km away
67/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 5.0★ from 94 Google reviews, listed on Google as “Financial consultant”.
Based in Oshawa, 26 km away
67/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial advisor”.
Based in Newmarket, 25 km away
67/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 4.8★ from 76 Google reviews, listed on Google as “Investment service”.
Based in Uxbridge
66/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial consultant”.
Based in Richmond Hill, 35 km away
66/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 5.0★ from 87 Google reviews, listed on Google as “Financial consultant”.
Based in Scarborough, 35 km away
66/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 4.7★ from 129 Google reviews, listed on Google as “Financial planner”.
Based in Markham, 37 km away
66/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Financial planner”.
#25 GTA Golden Group
Based in Richmond Hill, 35 km away
66/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 4.8★ from 90 Google reviews, listed on Google as “Investment service”.
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 302 ranked financial advisors here; the rest are on their profiles.
Also serving Uxbridge
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.
| Business | Google rating | Distance |
|---|---|---|
| Assante Financial Management Ltd. | In Uxbridge | |
| CIBC Business Advisor: Hussein Manji | 3.0★ (2) | In Uxbridge |
| CIBC Financial Advisor: Carol Ren | 1.0★ (2) | 27 km |
| CIBC Financial Advisor: Karen Delong | In Uxbridge | |
| CIBC Financial Advisor: Michael Remonde | In Uxbridge | |
| CIBC Mortgage Advisor: Philip Moniz | In Uxbridge | |
| Durham Financial Planning | In Uxbridge | |
| Edward Jones | 1.0★ (2) | In Uxbridge |
| Edward Jones - Financial Advisor | In Uxbridge | |
| Edward Jones - Financial Advisor: Geoff MacPherson | 4.5★ (2) | 25 km |
| Helewa Financial Group Inc. | 5.0★ (2) | 26 km |
| Ian Webster The Financial Fighter | 5.0★ (2) | 24 km |
| IG Wealth Management - ERIK SMITH | 5.0★ (2) | 26 km |
| Kevin Rolczewski - TD Financial Planner | In Uxbridge | |
| Life's Journey Financial Services | 5.0★ (2) | In Uxbridge |
| MoneySimple | 4.5★ (2) | 26 km |
| Mortgage Alliance Accumetrix | 5.0★ (2) | 25 km |
| Rempel Capital Wealth Management - Andrew & Herb Rempel - Portfolio Managers | In Uxbridge | |
| Samanraj Kantasamy | 5.0★ (2) | 22 km |
| TaxAssist Accountants | 5.0★ (2) | 27 km |
How we ranked Uxbridge financial advisors
We scored 302 Uxbridge 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.
| Factor | Weight | Computed from | In Uxbridge data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial advisor
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Uxbridge: frequently asked questions
Which financial advisor has the highest RFA Score in Uxbridge?
By RFA Score, the highest-ranked financial advisor in Uxbridge, ON is Ai Financial with an RFA Score of 72/100. It has 4.9★ from 972 Google reviews. It is open evenings. Mak Tax & Accounting Services Inc. (#2) and Ben Aldridge, Landbridge Financial Solutions - Sun Life (#3) follow. We ranked 302 financial advisors on eight factors, last updated November 9, 2026.
How many financial advisors are there in Uxbridge?
RankedFinancialAdvisors ranks 302 financial advisors serving Uxbridge, ON. 5 of them are based in Uxbridge; 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 Uxbridge work on weekends?
95 of 302 ranked financial advisors post Saturday hours and 31 post Sunday hours. The highest-ranked open Saturdays are Mak Tax & Accounting Services Inc. (#2), Ben Aldridge, Landbridge Financial Solutions - Sun Life (#3) and Global Tax & Wealth Management (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Uxbridge financial advisors have?
The median Google rating among 302 rated financial advisors in Uxbridge is 4.8★, with a median of 18 reviews. Mak Tax & Accounting Services Inc. has the most, 1,293 reviews, and ranks #2. 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 Uxbridge count in this ranking?
Yes, if they are within 40 km of the Uxbridge 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 Uxbridge 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 Uxbridge?
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 Uxbridge
- November 2026: RFA Scores recalculated for 302 financial advisors serving Uxbridge.
- November 2026: 1 duplicate listing merged.
More financial advisors and Uxbridge pages
Financial advisors near Uxbridge
- Financial advisors in Pickering, ON588 ranked
- Financial advisors in East Gwillimbury, ON402 ranked
- Financial advisors in Newmarket, ON441 ranked
- Financial advisors in Markham, ON679 ranked
- Financial advisors in Ajax, ON541 ranked
- Financial advisors in Aurora, ON616 ranked
- Financial advisors in Oshawa, ON163 ranked
- Financial advisors in Keswick, ON121 ranked
- Financial advisors in Richmond Hill, ON790 ranked
- Financial advisors in Scarborough, ON767 ranked
Other specialties in Uxbridge
- Financial planners in Uxbridge160 ranked
- Wealth managers in Uxbridge147 ranked
- Investment advisors in Uxbridge126 ranked
- Stockbrokers in Uxbridge25 ranked
- All financial advisors in Uxbridge