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Investment Advisors in Brant, ON: 2026 rankings

82 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Brant: Eau Claire Partners Inc, RFA Score 69/100; 5.0★ from 116 Google reviews; open Saturdays until 3 PM.

  2. 10

    Most-reviewed: BrokerLink, 241 Google reviews at 4.5★, the most of 82 ranked; ranked #10.

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

82 Brant investment advisors are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.6★ across 82 rated firms.

Top 10 investment advisors in Brant 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 investment advisors in Brant at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Eau Claire Partners Inc695.0★ (116)Kitchener, 38 km awaySat · EveningsTop score
2SAI Insurances Inc. | Insurance & Financial Services655.0★ (50)Kitchener, 39 km awaySat—
3Green Private Wealth625.0★ (161)Woodstock, 31 km away——
4Co-operators - BENNETT FINANCIAL SERVICES INC.615.0★ (148)Cambridge, 31 km away——
5Co-operators - Irons Financial Services Inc.615.0★ (141)Simcoe, 33 km away——
6RBC Royal Bank613.2★ (78)Cambridge, 25 km awaySat—
7Mohani Legal Services604.7★ (16)Hamilton, 38 km away——
8Banox Investments595.0★ (12)Kitchener, 40 km away——
9Kyle Neufeld, CIM, PFP - Wealth Advisor, CI Assante Wealth Management Ltd.595.0★ (9)Ancaster, 34 km away——
10BrokerLink594.5★ (241)Kitchener, 38 km away—Most reviews

All 82 investment advisors in Brant, 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 Brant

    #1 Eau Claire Partners Inc

    Based in Kitchener, 38 km away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 116 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 116 Google reviews
    Hours
    Mon–Fri 9:30 AM–8 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    678 Belmont Ave W Unit 303, Kitchener, ON N2M 1N6
    View profile for Eau Claire Partners Inc(519) 590-8014

  3. #3 Green Private Wealth

    Based in Woodstock, 31 km away

    62/100RFA Score

    Ranked #3 because of its Google rating and review volume: 5.0★ from 161 Google reviews.

    • 5.0★ from 161 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    112 Springbank Ave, Woodstock, ON N4S 7P8
    View profile for Green Private Wealth(888) 539-8212

  6. #6 RBC Royal Bank

    Based in Cambridge, 25 km away

    61/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.2★ from 78 Google reviews, listed on Google as “Investment service”.

    • 3.2★ from 78 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–5 PM · Fri 9:30 AM–6 PM · Sat 9 AM–4 PM · Sun closed
    Address
    311 Dundas St S, Cambridge, ON N1T 1P8
    View profile for RBC Royal Bank(519) 740-4460

  7. Based in Hamilton, 38 km away

    60/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 16 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 16 Google reviews
    Hours
    Mon–Fri 11 AM–5 PM · Sat–Sun closed
    Address
    188 Appleblossom Dr, Hamilton, ON L9C 7P2
    View profile for Mohani Legal Services(647) 620-4604

  8. #8 Banox Investments

    Based in Kitchener, 40 km away

    59/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    675 Riverbend Dr, Kitchener, ON N2K 3S3
    View profile for Banox Investments(519) 573-0153

  10. Based in Kitchener, 38 km away

    59/100RFA Score

    Ranked #10 because of its Google rating and review volume: 4.5★ from 241 Google reviews, the most in Brant.

    • 4.5★ from 241 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    818 Victoria St N, Kitchener, ON N2B 3C1
    View profile for BrokerLink(519) 579-3330

  22. #22 Scotiabank

    Based in Brantford, 5 km away

    54/100RFA Score

    Ranked #22 because of its Google rating and review volume: 3.1★ from 77 Google reviews.

    • 3.1★ from 77 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–6 PM · Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    340 Colborne St W, Brantford, ON N3T 1M2
    View profile for Scotiabank(519) 751-2622

  24. #24 LSP Canada

    Based in Kitchener, 35 km away

    53/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 32 Google reviews
    Hours
    Mon 10 AM–7 PM · Tue 10 AM–8 PM · Wed–Thu closed · Fri 10 AM–7 PM · Sat–Sun closed
    Address
    825 Weber St E #8, Kitchener, ON N2H 1H5
    View profile for LSP Canada(519) 900-1280

Investment 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 82 ranked investment advisors here; the rest are on their profiles.

investment advisors in Brant, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Co-operators - Mark McMillan Insurance & Financial Services Inc533.7★ (16)7 km
27Co-operators - McHarg Insurance and Investments Inc524.7★ (23)31 km
28Co-operators - McNaughton Agency Paris Inc524.1★ (8)7 km
29Scotiabank522.9★ (102)10 km
30Co-operators - Brian Perry Insurance Incorporated513.7★ (41)29 km
31Edward Jones - Financial Advisor: Jason Morgan515.0★ (5)10 km
32KLT Wealth Management515.0★ (21)40 km
33Co-operators - Tony Ielasi Insurance Group Inc514.4★ (29)38 km
34Frost Wealth Management - iA Private Wealth515.0★ (20)40 km
35Co-operators - Joseph Balan & Associates Inc513.7★ (45)33 km
36WhiteWater Financial514.8★ (20)38 km
37SOUTH COAST FINANCIAL SERVICES Inc.- BRANTFORD514.2★ (5)9 km
38Edward Jones - Financial Advisor: Joel A Sinke515.0★ (13)32 km
39Kindred Credit Union514.4★ (27)40 km
40Marnoa Private Wealth Counsel Ltd.515.0★ (17)39 km
41Edward Jones - Financial Advisor: Jane Bradley, CEA®|DFSA™515.0★ (13)33 km
42Kindred Credit Union504.4★ (20)36 km
43Co-operators - Daniel Felicetti and Associates Inc503.7★ (46)37 km
44Co-operators - Daniel Smith Insurance Group Inc504.5★ (11)28 km
45Scotiabank503.3★ (64)31 km
46Edward Jones - Financial Advisor: Nathan Best, CFP®505.0★ (11)34 km
47Scotiabank503.1★ (203)36 km
48Justin Labrie - Advisor, Sun Life505.0★ (12)37 km
49Co-operators - Mark Smith Financial Services Inc504.6★ (12)33 km
50National Bank503.3★ (96)38 km

Also serving Brant

20 more investment 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 investment advisors serving Brant
BusinessGoogle ratingDistance
Abbington Financial Group3.0★ (2)40 km
Advance Financial3.0★ (2)36 km
Alford Family Financial & Co.5.0★ (1)6 km
Alisa Foster5.0★ (3)In Brant
Ariana Elezi - BMO Investment Funds Specialist5.0★ (2)34 km
Assante Capital Management Ltd.3.5★ (2)7 km
CIBC Financial Advisor: Niki RussellIn Brant
Edward Jones - Financial Advisor: Brad Hunter, CFP®|DFSA™5.0★ (2)10 km
Edward Jones - Financial Advisor: Dana Hicks, CFP®|CEA®5.0★ (2)33 km
Edward Jones - Financial Advisor: Justin Byers5.0★ (2)32 km
GP Wealth Management - Jennifer Daniel, Certified Financial PlannerIn Brant
Hayhoe Team - Raymond James5.0★ (2)31 km
IPC Securities Corporation - David Simmons5.0★ (2)9 km
National Bank Financial - Wealth Management3.5★ (2)34 km
Rohan Sharma, CFP®️- Investment Advisor, RBC Dominion Securities5.0★ (2)7 km
Scotia Wealth Management - Grand Advisory Group3.0★ (2)39 km
Stepright Capital PlanningIn Brant
Stepright with Lynn5.0★ (2)In Brant
Terry Searles - Financial Advisor5.0★ (1)In Brant
Woodstock branch of RBC Dominion Securities Inc.3.0★ (2)32 km

How we ranked Brant investment advisors

We scored 82 Brant investment 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 Brant 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Brant: frequently asked questions

Which investment advisor has the highest RFA Score in Brant?

By RFA Score, the highest-ranked investment advisor in Brant, ON is Eau Claire Partners Inc with an RFA Score of 69/100. It has 5.0★ from 116 Google reviews. It is open Saturdays until 3 PM. SAI Insurances Inc. | Insurance & Financial Services (#2) and Green Private Wealth (#3) follow. We ranked 82 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Brant?

RankedFinancialAdvisors ranks 82 investment advisors serving Brant, ON. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Brant work on weekends?

14 of 82 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Eau Claire Partners Inc (#1), SAI Insurances Inc. | Insurance & Financial Services (#2) and RBC Royal Bank (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Brant investment advisors have?

The median Google rating among 82 rated investment advisors in Brant is 4.6★, with a median of 18 reviews. BrokerLink has the most, 241 reviews, and ranks #10. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Brant count in this ranking?

Yes, if they are within 40 km of the Brant city centre, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Brant ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisors in Brant?

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 investment 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 Brant

  1. November 2026: RFA Scores recalculated for 82 investment advisors serving Brant.

More investment advisors and Brant pages