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Investment Advisors in Greater Napanee, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Greater Napanee: Co-operators - Kilpatrick Insurance & Investment Solutions Inc, RFA Score 57/100; 4.5★ from 102 Google reviews.

  2. 16

    Most-reviewed: Scotiabank, 111 Google reviews at 2.1★, the most of 27 ranked; ranked #16.

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

27 Greater Napanee investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 3.7★ across 27 rated firms.

Top 10 investment advisors in Greater Napanee 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 Greater Napanee at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Kilpatrick Insurance & Investment Solutions Inc574.5★ (102)Kingston, 30 km away—Top score
2Financial Solutions Napanee575.0★ (4)Greater Napanee——
3Co-operators - Chad Buell & Associates Inc524.3★ (55)Belleville, 37 km away——
4PFSL Investments Canada Ltd / Primerica Financial Services525.0★ (5)Belleville, 37 km awaySat—
5Winter Financial515.0★ (10)Greater NapaneeEvenings—
6Kingston of RBC Dominion Securities Inc.492.7★ (3)Kingston, 37 km away——
7Scotiabank482.9★ (94)Kingston, 30 km awaySat—
8Scotiabank482.0★ (35)Greater Napanee——
9Co-operators - Sabrina's Investments & Insurance Inc.473.8★ (22)Kingston, 30 km away——
10Scotiabank462.8★ (64)Kingston, 35 km away——

All 27 investment advisors in Greater Napanee, 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 Winter Financial

    Based in Greater Napanee

    51/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    3994 Howes Rd, Odessa, ON K0H 2H0
    View profile for Winter Financial(613) 449-4944

  7. #7 Scotiabank

    Based in Kingston, 30 km away

    48/100RFA Score

    Ranked #7 because of its Google rating and review volume: 2.9★ from 94 Google reviews.

    • 2.9★ from 94 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    660 Gardiners Rd, Kingston, ON K7M 3X9
    View profile for Scotiabank(613) 389-6620

  8. #8 Scotiabank

    Based in Greater Napanee

    48/100RFA Score

    Ranked #8 because of its Google rating and review volume: 2.0★ from 35 Google reviews.

    • 2.0★ from 35 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    35 Alkenbrack St #1, Greater Napanee, ON K7R 4C4
    View profile for Scotiabank(613) 354-7401

  10. #10 Scotiabank

    Based in Kingston, 35 km away

    46/100RFA Score

    Ranked #10 because of its Google rating and review volume: 2.8★ from 64 Google reviews.

    • 2.8★ from 64 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    863 Princess St, Kingston, ON K7L 5N4
    View profile for Scotiabank(613) 542-2861

  11. #11 Scotiabank

    Based in Kingston, 37 km away

    46/100RFA Score

    Ranked #11 because of its Google rating and review volume: 2.8★ from 70 Google reviews.

    • 2.8★ from 70 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    101 Princess St, Kingston, ON K7L 1A8
    View profile for Scotiabank(613) 530-2010

  12. #12 Scotiabank

    Based in Belleville, 36 km away

    46/100RFA Score

    Ranked #12 because of its Google rating and review volume: 2.7★ from 67 Google reviews.

    • 2.7★ from 67 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    175 Front St, Belleville, ON K8N 2Y9
    View profile for Scotiabank(613) 967-6700

  14. #14 Scotiabank

    Based in Prince Edward, 31 km away

    45/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 2.9★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 21 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    211 Picton Main St, Picton, ON K0K 2T0
    View profile for Scotiabank(613) 476-3207

  16. #16 Scotiabank

    Based in Belleville, 37 km away

    43/100RFA Score

    Ranked #16 because of its Google rating and review volume: 2.1★ from 111 Google reviews, the most in Greater Napanee.

    • 2.1★ from 111 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 9:30 AM–3 PM · Sun closed
    Address
    90 Bell Blvd, Belleville, ON K8P 2L7
    View profile for Scotiabank(613) 967-6750

  17. #17 Wilkinson & Company LLP

    Based in Belleville, 37 km away

    43/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.7★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    888 Sidney St, Belleville, ON K8N 4Z5
    View profile for Wilkinson & Company LLP(613) 966-5105

  18. #18 Co-operators

    Based in Kingston, 39 km away

    42/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.5★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Rideau Town Centre, 235 Gore Rd #5, Kingston, ON K7K 6N2
    View profile for Co-operators(613) 544-8500

  21. #21 Sage Kingston

    Based in Kingston, 36 km away

    42/100RFA Score

    Ranked #21 because of its Google rating and review volume: 1.8★ from 104 Google reviews.

    • 1.8★ from 104 Google reviews
    Hours
    Mon–Thu 11 AM–4 PM · Fri 11 AM–3 PM · Sat–Sun closed
    Address
    652 Princess St, Kingston, ON K7L 3Z9
    View profile for Sage Kingston(613) 900-2820

  22. #22 Fred Evans Financial

    Based in Kingston, 30 km away

    41/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.3★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    716 Arlington Park Pl, Kingston, ON K7M 8H9
    View profile for Fred Evans Financial(613) 634-2365

  23. #23 Kingston Financial Inc.

    Based in Kingston, 30 km away

    41/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    Kingston Financial Inc, 623 Fortune Crescent #100, Kingston, ON K7P 0L5
    View profile for Kingston Financial Inc.(613) 777-5386

All 27 investment advisors

#1 to #25 are shown in full above. Here are #26 to #27, in RFA Score order; each links to its profile.

investment advisors in Greater Napanee, ranks 26 to 27
RankBusinessRFA ScoreGoogle ratingDistance
26Belleville, ON of RBC Dominion Securities Inc.403.7★ (3)36 km
27Edward Jones - Financial Advisor: Michael Halfpenny393.7★ (3)37 km

Also serving Greater Napanee

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 Greater Napanee
BusinessGoogle ratingDistance
Accuracy Plus Accounting & Tax Service4.0★ (4)In Greater Napanee
Active Wealth Management Inc.5.0★ (2)37 km
Angie White - BMO Financial Planner5.0★ (1)In Greater Napanee
CIBC Mortgage Advisor: Sherry VerbruggenIn Greater Napanee
Derek Warren - TD Financial PlannerIn Greater Napanee
Edward JonesIn Greater Napanee
Edward Jones - Financial Advisor: Allan MacGregorIn Greater Napanee
Edward Jones - Financial Advisor: Marc J Grieves, PFP®|FCSI®5.0★ (2)31 km
Energy Efficiency Facilitators Canada Inc.1.0★ (1)In Greater Napanee
EOBC Financial ServicesIn Greater Napanee
Evan Corby - BMO Investment Funds SpecialistIn Greater Napanee
IPC Investment Corporation - Lise AllinIn Greater Napanee
Lennox & Addington Financial Centre IncIn Greater Napanee
Michael (Mike) Dominik (Senior Financial Advisor) - CIBCIn Greater Napanee
Patty E. MasonIn Greater Napanee
Phoenix Financial Services1.0★ (1)30 km
Playstocks5.0★ (1)In Greater Napanee
S & A Investments1.0★ (2)36 km
Scott Miller - The Miller Investment Advisory Group - ScotiaMcLeod5.0★ (2)37 km
Sun Life Financial St. Lawrence3.0★ (2)34 km

How we ranked Greater Napanee investment advisors

We scored 27 Greater Napanee 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 Greater Napanee 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 Greater Napanee: frequently asked questions

Which investment advisor has the highest RFA Score in Greater Napanee?

By RFA Score, the highest-ranked investment advisor in Greater Napanee, ON is Co-operators - Kilpatrick Insurance & Investment Solutions Inc with an RFA Score of 57/100. It has 4.5★ from 102 Google reviews. Financial Solutions Napanee (#2) and Co-operators - Chad Buell & Associates Inc (#3) follow. We ranked 27 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Greater Napanee?

RankedFinancialAdvisors ranks 27 investment advisors serving Greater Napanee, ON. 3 of them are based in Greater Napanee; 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 investment advisors in Greater Napanee work on weekends?

3 of 27 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are PFSL Investments Canada Ltd / Primerica Financial Services (#4), Scotiabank (#7) and Scotiabank (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greater Napanee investment advisors have?

The median Google rating among 27 rated investment advisors in Greater Napanee is 3.7★, with a median of 11 reviews. Scotiabank has the most, 111 reviews, and ranks #16. 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 Greater Napanee count in this ranking?

Yes, if they are within 40 km of the Greater Napanee 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 Greater Napanee 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 Greater Napanee?

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 Greater Napanee

  1. November 2026: RFA Scores recalculated for 27 investment advisors serving Greater Napanee.

More investment advisors and Greater Napanee pages