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Investment Advisors in Windsor, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Windsor: IPX1031: Margo Rosenthal, Esq., RFA Score 69/100; 5.0★ from 92 Google reviews.

  2. 13

    Most-reviewed: Sistar Mortgage, 415 Google reviews at 4.8★, the most of 155 ranked; ranked #13.

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

155 Windsor investment advisors are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.7★ across 155 rated firms.

Top 10 investment advisors in Windsor 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 Windsor at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1IPX1031: Margo Rosenthal, Esq.695.0★ (92)West Bloomfield Township, 39 km away—Top score
2Spider Investments684.7★ (52)Detroit, 25 km away——
3Justin Church - BMO Investment Funds Specialist675.0★ (7)Windsor——
4Davies Financial - Sterling Mutuals Inc.674.9★ (7)Windsor——
5Panic Proof Retirement674.9★ (58)West Bloomfield Township, 37 km awaySat · Sun · Evenings—
6Cvetkovski Financial LLC665.0★ (46)Rochester Hills, 40 km away——
7Chahrour Investment LLC655.0★ (7)Melvindale, 14 km awaySat—
8Techstars Detroit655.0★ (3)Detroit, 5 km away——
9Cash Flow Detroit644.2★ (5)Detroit, 9 km awaySat · Evenings—
10Sapphire Accounting & Tax Solutions644.9★ (180)Dearborn, 16 km away——

All 155 investment advisors in Windsor, 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 Windsor

    #1 IPX1031: Margo Rosenthal, Esq.

    Based in West Bloomfield Township, 39 km away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 92 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 92 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6960 Orchard Lake Rd #250, West Bloomfield Township, MI 48322
    View profile for IPX1031: Margo Rosenthal, Esq.(248) 538-0750

  5. #5 Panic Proof Retirement

    Based in West Bloomfield Township, 37 km away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 58 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 58 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    40900 Woodward Ave Ste 150, Bloomfield Hills, MI 48304
    View profile for Panic Proof Retirement(844) 447-2642

  6. #6 Cvetkovski Financial LLC

    Based in Rochester Hills, 40 km away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    49136 Van Dyke Ave, Shelby Township, MI 48317
    View profile for Cvetkovski Financial LLC(586) 477-4983

  7. #7 Chahrour Investment LLC

    Based in Melvindale, 14 km away

    65/100RFA Score

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

    • 5.0★ from 7 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–6 PM · Wed 9 AM–5 PM · Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat 9 AM–2:30 PM · Sun closed
    Address
    17625 Allen Rd, Melvindale, MI 48122
    View profile for Chahrour Investment LLC(313) 258-6060

  8. #8 Techstars Detroit

    Based in Detroit, 5 km away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    1420 Washington Blvd #301, Detroit, MI 48226
    View profile for Techstars Detroit

  9. #9 Cash Flow Detroit

    Based in Detroit, 9 km away

    64/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Investment company”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 11 AM–7 PM · Wed–Thu 9 AM–5 PM · Fri 11 AM–7 PM · Sat 9 AM–2 PM · Sun closed
    Address
    2785 E Grand Blvd Unit 207, Detroit, MI 48211
    View profile for Cash Flow Detroit(855) 622-7664

  11. #11 I-Wize Group

    Based in Detroit, 4 km away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 2.3★ from 6 Google reviews, listed on Google as “Investment service”.

    • 2.3★ from 6 Google reviews
    Address
    500 Griswold St, Detroit, MI 48226
    View profile for I-Wize Group(313) 284-5752

  13. #13 Sistar Mortgage

    Based in Sterling Heights, 29 km away

    63/100RFA Score

    Ranked #13 because of its Google rating and review volume: 4.8★ from 415 Google reviews, the most in Windsor.

    • 4.8★ from 415 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    35871 Mound Rd, Sterling Heights, MI 48310
    View profile for Sistar Mortgage(888) 841-4238

  14. #14 LSP Canada

    Based in Windsor

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon 10 AM–6 PM · Tue–Wed closed · Thu 10 AM–6 PM · Fri closed · Sat 10 AM–6 PM · Sun closed
    Address
    925 Erie St E, Windsor, ON N9A 3Y9
    View profile for LSP Canada(519) 900-1230

  15. #15 HANSON FINANCIAL GROUP

    Based in Windsor

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 56 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    1610 Lesperance Rd, Windsor, ON N8N 1Y3, Canada
    View profile for HANSON FINANCIAL GROUP(519) 735-8744

  16. #16 Blue Chip Partners

    Based in Farmington Hills, 40 km away

    62/100RFA Score

    Ranked #16 because of its Google rating and review volume: 5.0★ from 304 Google reviews.

    • 5.0★ from 304 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    38505 Country Club Dr Ste 150, Farmington Hills, MI 48331
    View profile for Blue Chip Partners(248) 848-1111

  18. #18 Midwest Capital Group

    Based in Royal Oak, 23 km away

    61/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.2★ from 5 Google reviews, listed on Google as “Investment company”.

    • 3.2★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    25600 Woodward Ave #111, Royal Oak, MI 48067
    View profile for Midwest Capital Group(844) 326-0700

  22. #22 Wittenberg Investments

    Based in Southfield, 28 km away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Investment company”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Two Towne Square Ste 950, Southfield, MI 48076
    View profile for Wittenberg Investments(248) 655-6555

  24. #24 Ford City Financial

    Based in Windsor

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon closed · Tue–Thu 11 AM–3 PM · Fri–Sun closed
    Address
    1089 Drouillard Rd, Windsor, ON N8Y 2P9
    View profile for Ford City Financial(226) 336-8172

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

investment advisors in Windsor, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Western & Southern Life613.8★ (10)36 km
27Peak Wealth Management, LLC615.0★ (144)36 km
28Wells Fargo Advisors603.8★ (4)32 km
29LSP Canada605.0★ (19)In Windsor
30Pratik Shah - Prudential Financial605.0★ (3)33 km
31Simon Group Holdings603.7★ (3)32 km
32Azimuth Capital Management595.0★ (3)36 km
33Assante Capital Management Ltd.594.7★ (3)In Windsor
34Wells Fargo Advisors592.7★ (9)35 km
35Flexible Plan Investments Ltd595.0★ (3)38 km
36Provident Investment Management595.0★ (3)38 km
37Hinkson Wealth Management, LLC595.0★ (65)31 km
38Orfin & Associates594.9★ (126)40 km
39Benson Financial Solutions Inc.594.9★ (13)In Windsor
40TOPLINE Financial Advisors595.0★ (12)In Windsor
41Co-operators - PLP FINANCIAL SERVICES INC.583.8★ (59)In Windsor
42Cousino Wealth Advisors585.0★ (33)20 km
43First Merchants Bank584.5★ (21)5 km
44Tuscan Wealth Financial Group Ltd / Hub Capital Inc584.7★ (12)In Windsor
45Co-operators - Tatomir Insurance & Financial Inc.584.9★ (36)23 km
46Wells Fargo Advisors581.6★ (10)35 km
47IPC Investment Corporation - Kelly Ireland584.4★ (12)In Windsor
48Horizon Advisers - Plymouth575.0★ (60)38 km
49RESSCO572.5★ (168)29 km
50Scotiabank573.4★ (84)In Windsor

Also serving Windsor

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 Windsor
BusinessGoogle ratingDistance
BDO Canada LLP - Windsor4.7★ (12)In Windsor
BMO Bank of Montreal2.8★ (75)In Windsor
BMO Bank of Montreal3.0★ (75)In Windsor
BMO Bank of Montreal2.5★ (61)In Windsor
Celestine Josiah - Advisor, Sun Life4.9★ (89)In Windsor
CIBC Mortgage Advisor: Pritish Raval4.6★ (11)In Windsor
Fowler Financial Group Ltd5.0★ (14)In Windsor
Godfroy Financial Limited5.0★ (295)In Windsor
IG Wealth Management4.0★ (8)In Windsor
IG Wealth Management - THOMAS LUU, QAFP, LLQP, Hons. BComm., P.Eng., BASc.5.0★ (31)In Windsor
Manulife Securities2.8★ (9)In Windsor
Moe Mailloux Financial Services Inc.5.0★ (23)In Windsor
Mortgage Intelligence - Rasha Ingratta & Associates4.9★ (286)In Windsor
One Source Mortgage - Windsor Mortgage Broker5.0★ (10)In Windsor
Peritus Tax and Accounting / A Quimby Financial Group Company4.6★ (9)In Windsor
Puzzuoli Wealth Management - Sterling Mutuals Inc.5.0★ (33)In Windsor
RMS Accounting & Bookkeeping - Ontario5.0★ (13)In Windsor
Spectre Financial4.9★ (67)In Windsor
Stewart Fisher Financial5.0★ (12)In Windsor
TheWorks Financial Solutions Inc.3.4★ (17)In Windsor

How we ranked Windsor investment advisors

We scored 155 Windsor 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 Windsor 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 Windsor: frequently asked questions

Which investment advisor has the highest RFA Score in Windsor?

By RFA Score, the highest-ranked investment advisor in Windsor, ON is IPX1031: Margo Rosenthal, Esq. with an RFA Score of 69/100. It has 5.0★ from 92 Google reviews. Spider Investments (#2) and Justin Church - BMO Investment Funds Specialist (#3) follow. We ranked 155 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Windsor?

RankedFinancialAdvisors ranks 155 investment advisors serving Windsor, ON. 14 of them are based in Windsor; 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 Windsor work on weekends?

20 of 155 ranked investment advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Panic Proof Retirement (#5), Chahrour Investment LLC (#7) and Cash Flow Detroit (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Windsor investment advisors have?

The median Google rating among 155 rated investment advisors in Windsor is 4.7★, with a median of 10 reviews. Sistar Mortgage has the most, 415 reviews, and ranks #13. 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 Windsor count in this ranking?

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

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 Windsor

  1. November 2026: RFA Scores recalculated for 155 investment advisors serving Windsor.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Windsor pages