Financial advisors in Penticton, BC: 2026 report
74 ranked entriesUpdated 5 trade lists
The 5 specialty lists for Penticton, BC hold 74 ranked entries. Wealth managers have the most, with 23.
Key numbers for Penticton
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
74
ranked entries by RFA Score, in 5 specialty lists
327
specialty listings serving the city; a firm counts once per specialty
5.0
median of the specialties’ median Google ratings
Advisor specialties in Penticton, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Wealth managers | 23 | 124 | 5.0 | 8 |
| Financial advisors | 22 | 67 | 5.0 | 7 |
| Investment advisors | 12 | 50 | 5.0 | 7 |
| Financial planners | 9 | 59 | 4.0 | 11 |
| Stockbrokers | 8 | 27 | 5.0 | 4 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of Penticton, as of November 9, 2026.
- Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
- Median rating, median reviews and the shares are measured over ranked businesses.
- Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Penticton, BC: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/penticton-bc-financial-advisors-2026, data as of November 9, 2026.
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