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Investment Advisors in Dartmouth, NS: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Dartmouth: Co-operators - Amber MacInnis Insurance & Financial Services Inc, RFA Score 60/100; 4.6★ from 49 Google reviews.

  2. 23

    Most-reviewed: Scotiabank, 79 Google reviews at 2.3★, the most of 32 ranked; ranked #23.

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

32 Dartmouth investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 3.8★ across 32 rated firms.

Most of this list also appears on the Investment advisors in Halifax ranking. See Investment advisors in Halifax

Top 10 investment advisors in Dartmouth 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 Dartmouth at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Co-operators - Amber MacInnis Insurance & Financial Services Inc604.6★ (49)Halifax, 4 km awayTop score
2Eastport Financial Group584.9★ (32)Halifax, 8 km away—
3Scotiabank573.7★ (45)Halifax, 4 km away—
4MacLellan & Moffatt Financial565.0★ (15)Halifax, 3 km away—
5One Stop Financial Solutions555.0★ (13)Dartmouth—
6Himmelman & Associates Financial Advisors Inc.554.7★ (15)Halifax, 3 km away—
7Co-Operators - Gallant Financial Group553.5★ (25)Dartmouth—
8Scotiabank532.8★ (42)Halifax, 2 km away—
9Scotiabank532.9★ (34)Halifax, 3 km away—
10Edward Jones - Financial Advisor: Chris Keefe, CFA®535.0★ (8)Dartmouth—

All 32 investment advisors in Dartmouth, 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.

  3. #3 Scotiabank

    Based in Halifax, 4 km away

    57/100RFA Score

    Ranked #3 because of its Google rating and review volume: 3.7★ from 45 Google reviews.

    • 3.7★ from 45 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    6005 Coburg Rd, Halifax, NS B3H 1Y8
    View profile for Scotiabank(902) 420-4929

  8. #8 Scotiabank

    Based in Halifax, 2 km away

    53/100RFA Score

    Ranked #8 because of its Google rating and review volume: 2.8★ from 42 Google reviews.

    • 2.8★ from 42 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    Lower Mall, 5201 Duke St, Halifax, NS B3J 1N9
    View profile for Scotiabank(902) 420-4971

  9. #9 Scotiabank

    Based in Halifax, 3 km away

    53/100RFA Score

    Ranked #9 because of its Google rating and review volume: 2.9★ from 34 Google reviews.

    • 2.9★ from 34 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    1709 Hollis St, Halifax, NS B3J 2M1
    View profile for Scotiabank(902) 420-3567

  11. #11 Scotiabank

    Based in Dartmouth

    53/100RFA Score

    Ranked #11 because of its Google rating and review volume: 2.6★ from 46 Google reviews.

    • 2.6★ from 46 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–8 PM · Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    205 Hector Gate, Dartmouth, NS B3B 0E5
    View profile for Scotiabank(902) 420-3750

  12. #12 Scotiabank

    Based in Dartmouth

    52/100RFA Score

    Ranked #12 because of its Google rating and review volume: 2.4★ from 60 Google reviews.

    • 2.4★ from 60 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat 10 AM–4 PM · Sun closed
    Address
    912 Cole Harbour Rd, Dartmouth, NS B2V 2J5
    View profile for Scotiabank(902) 420-4958

  19. #19 Scotiabank

    Based in Halifax, 3 km away

    51/100RFA Score

    Ranked #19 because of its Google rating and review volume: 2.2★ from 70 Google reviews.

    • 2.2★ from 70 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat 10 AM–4 PM · Sun closed
    Address
    5656 Spring Garden Rd, Halifax, NS B3J 1H4
    View profile for Scotiabank(902) 420-3787

  21. #21 Scotiabank

    Based in Halifax, 3 km away

    51/100RFA Score

    Ranked #21 because of its Google rating and review volume: 2.1★ from 77 Google reviews.

    • 2.1★ from 77 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    6169 Quinpool Rd, Halifax, NS B3L 4P8
    View profile for Scotiabank(902) 420-3757

  23. #23 Scotiabank

    Based in Lower Sackville, 14 km away

    50/100RFA Score

    Ranked #23 because of its Google rating and review volume: 2.3★ from 79 Google reviews, the most in Dartmouth.

    • 2.3★ from 79 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    518 Sackville Dr, Lower Sackville, NS B4C 2R8
    View profile for Scotiabank(902) 864-2228

  25. #25 Scotiabank

    Based in Dartmouth

    50/100RFA Score

    Ranked #25 because of its Google rating and review volume: 1.7★ from 43 Google reviews.

    • 1.7★ from 43 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat 10 AM–4 PM · Sun closed
    Address
    21 Micmac Blvd, Dartmouth, NS B3A 4T4
    View profile for Scotiabank(902) 420-4921

How we ranked Dartmouth investment advisors

We scored 32 Dartmouth 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 Dartmouth 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 Dartmouth: frequently asked questions

Which investment advisor has the highest RFA Score in Dartmouth?

By RFA Score, the highest-ranked investment advisor in Dartmouth, NS is Co-operators - Amber MacInnis Insurance & Financial Services Inc with an RFA Score of 60/100. It has 4.6★ from 49 Google reviews. Eastport Financial Group (#2) and Scotiabank (#3) follow. We ranked 32 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Dartmouth?

RankedFinancialAdvisors ranks 32 investment advisors serving Dartmouth, NS. 10 of them are based in Dartmouth; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Dartmouth work on weekends?

5 of 32 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are Scotiabank (#11), Scotiabank (#12) and Scotiabank (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Dartmouth investment advisors have?

The median Google rating among 32 rated investment advisors in Dartmouth is 3.8★, with a median of 14 reviews. Scotiabank has the most, 79 reviews, and ranks #23. 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 Dartmouth count in this ranking?

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

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 Dartmouth

  1. November 2026: RFA Scores recalculated for 32 investment advisors serving Dartmouth.

More investment advisors and Dartmouth pages