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Wealth Managers in Edmonton, AB: 2026 rankings

30 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Edmonton: SGL Private Wealth Management, RFA Score 73/100; 5.0★ from 27 Google reviews.

  2. 2

    Most-reviewed: IG Private Wealth Management | MacDonald & Associates, 31 Google reviews at 5.0★, the most of 30 ranked; ranked #2.

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

30 Edmonton wealth managers are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 30 rated firms.

Top 10 wealth managers in Edmonton 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 wealth managers in Edmonton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1SGL Private Wealth Management735.0★ (27)Edmonton—Top score
2IG Private Wealth Management | MacDonald & Associates725.0★ (31)St. Albert, 14 km awaySat · Sun · EveningsMost reviews
3Red Willow Wealth Management715.0★ (28)St. Albert, 14 km away——
4High Level Wealth Management715.0★ (18)EdmontonSat · Evenings—
5Simonson Team Private Wealth Management715.0★ (22)Sherwood Park, 13 km away——
6DeHaan Private Wealth705.0★ (14)EdmontonEvenings—
7IG Wealth Management - Miranda Solomon, RIS705.0★ (13)Edmonton——
8Entrepreneurs Wealth Management705.0★ (12)EdmontonSat—
9Evergreen Wealth Advisory695.0★ (10)Edmonton——
10IG Private Wealth Management - ARUN MEHROTRA, CFP EPC695.0★ (10)Edmonton——

All 30 wealth managers in Edmonton, 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.

  4. #4 High Level Wealth Management

    Based in Edmonton

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–9 PM · Sat 10 AM–5 PM · Sun closed
    Address
    10171 Saskatchewan Dr NW #106, Edmonton, AB T6E 6K3
    View profile for High Level Wealth Management

  6. #6 DeHaan Private Wealth

    Based in Edmonton

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7609 109 St NW #106, Edmonton, AB T6G 1C3
    View profile for DeHaan Private Wealth(780) 777-5877

  13. #13 Planium Wealth Ltd

    Based in Edmonton

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon 9:30 AM–3 PM · Tue–Wed 9:30 AM–4 PM · Thu 9:30 AM–2 PM · Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    17858 105 Ave NW #200, Edmonton, AB T5S 2H5
    View profile for Planium Wealth Ltd(780) 249-6888

  17. #17 Weisbeck Investment Management Team – ScotiaMcLeod – Scotia Wealth Management

    Based in Edmonton

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Tue 6 AM–5 PM · Wed closed · Thu–Fri 6 AM–5 PM · Sat–Sun closed
    Address
    Stantec tower, 10220 103 Ave NW Suite 2100, Edmonton, AB T5J 0K4
    View profile for Weisbeck Investment Management Team – ScotiaMcLeod – Scotia Wealth Management(780) 420-2291

  18. #18 Muhs Wealth Partners

    Based in Edmonton

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10180 101 St NW #2800, Edmonton, AB T5J 3S4
    View profile for Muhs Wealth Partners(780) 408-1502

  20. #20 Raintree Wealth

    Based in Edmonton

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    Westgate Business Park, 10243 178 St NW, Edmonton, AB T5S 1M3
    View profile for Raintree Wealth(780) 443-0340

  23. #23 BMO Private Wealth

    Based in Edmonton

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.7★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 2.7★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10175 101 St NW 20th Floor, Edmonton, AB T5J 0H3
    View profile for BMO Private Wealth

All 30 wealth managers

#1 to #25 are shown in full above. Here are #26 to #30, in RFA Score order; each links to its profile.

wealth managers in Edmonton, ranks 26 to 30
RankBusinessRFA ScoreGoogle ratingDistance
26IG Wealth Management652.8★ (6)In Edmonton
27IG Private Wealth Management - Wiart Pearson & Associates655.0★ (3)In Edmonton
28IG Wealth Management654.0★ (6)13 km
29IG Wealth Management644.2★ (5)14 km
30IG Wealth Management643.7★ (3)In Edmonton

Also serving Edmonton

20 more wealth managers within 64 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Edmonton
BusinessGoogle ratingDistance
Ascendant Financial Inc: Financial Planner - Edmonton4.9★ (764)In Edmonton
Beyond Business Financial Solutions5.0★ (39)In Edmonton
Blackburn Davis Financial Inc4.8★ (32)In Edmonton
Cameron Dunbar Financial Professional5.0★ (37)In Edmonton
Capital Edge Financial Planning5.0★ (101)In Edmonton
Dean Chahley - TD Financial Planner4.8★ (16)In Edmonton
Edward Jones - Financial Advisor: Rodney Adams, CFP®|CEPA®5.0★ (10)In Edmonton
First Foundation4.7★ (129)In Edmonton
Gerry Phaneuf, Financial Broker5.0★ (21)In Edmonton
Gold Investment Management Ltd.4.9★ (17)In Edmonton
Hawkwood Capital Management5.0★ (12)In Edmonton
McGuire Financial Group4.8★ (61)In Edmonton
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals4.9★ (654)In Edmonton
Momenta Financial Strategies, Sun Life Advisors5.0★ (12)In Edmonton
PROSPERIC FINANCIAL5.0★ (19)In Edmonton
Qube Investment Management5.0★ (10)In Edmonton
Red Seal Financial Ltd5.0★ (20)In Edmonton
Robinson Financial Services Ltd.5.0★ (15)In Edmonton
Statera Financial Planners5.0★ (15)In Edmonton
YourWealth Advisory / Aligned Capital Partners inc.4.9★ (63)In Edmonton

How we ranked Edmonton wealth managers

We scored 30 Edmonton wealth managers 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 Edmonton 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Edmonton: frequently asked questions

Which wealth manager has the highest RFA Score in Edmonton?

By RFA Score, the highest-ranked wealth manager in Edmonton, AB is SGL Private Wealth Management with an RFA Score of 73/100. It has 5.0★ from 27 Google reviews. IG Private Wealth Management | MacDonald & Associates (#2) and Red Willow Wealth Management (#3) follow. We ranked 30 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Edmonton?

RankedFinancialAdvisors ranks 30 wealth managers serving Edmonton, AB. 23 of them are based in Edmonton; the rest serve it from nearby towns. Another 20 within 64 km are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Edmonton work on weekends?

4 of 30 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are IG Private Wealth Management | MacDonald & Associates (#2), High Level Wealth Management (#4) and Entrepreneurs Wealth Management (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Edmonton wealth managers have?

The median Google rating among 30 rated wealth managers in Edmonton is 5.0★, with a median of 7 reviews. IG Private Wealth Management | MacDonald & Associates has the most, 31 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Edmonton count in this ranking?

Yes, if they are within 64 km of the Edmonton city centre, our service radius for wealth managers. 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 wealth managers 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 a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Edmonton ranked?

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

How do I check a wealth manager’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 wealth managers in Edmonton?

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 wealth managers 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 Edmonton

  1. November 2026: RFA Scores recalculated for 30 wealth managers serving Edmonton.

More wealth managers and Edmonton pages