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Wealth Managers in Orillia, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Orillia: Rockwater Wealth Management, RFA Score 72/100; 5.0★ from 75 Google reviews.

  2. 2

    Most-reviewed: Green Conway and Associates - IG Private Wealth Management, 149 Google reviews at 5.0★, the most of 22 ranked; ranked #2.

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

22 Orillia wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 22 rated firms.

Top 10 wealth managers in Orillia 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 Orillia at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Rockwater Wealth Management725.0★ (75)Orillia—Top score
2Green Conway and Associates - IG Private Wealth Management685.0★ (149)Newmarket, 61 km away—Most reviews
3Larmand Group Private Wealth Management, IG Private Wealth Management675.0★ (64)Midland, 40 km away——
4Money Gal Wealth Management675.0★ (102)Newmarket, 59 km awaySat · Sun · Evenings—
5Seven Elements Wealth Planning Inc.665.0★ (31)Barrie, 32 km away——
6Larmand Group Private Wealth Management, IG Private Wealth Management645.0★ (3)Orillia——
7Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC CFDS635.0★ (35)Lindsay, 63 km away——
8Senecal, Lyons & Associates IG Private Wealth Management635.0★ (32)Newmarket, 61 km away——
9TK Dale Wealth Inc.635.0★ (32)Newmarket, 61 km away——
10Santos & Associates - IG Private Wealth Management625.0★ (24)Newmarket, 61 km awaySat · Sun · Evenings—

All 22 wealth managers in Orillia, 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.

  2. #2 Green Conway and Associates - IG Private Wealth Management

    Based in Newmarket, 61 km away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 149 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 149 Google reviews
    Hours
    Mon–Wed 8:30 AM–4:30 PM · Thu 9 AM–4:30 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    17345 Leslie St Ste 300, Newmarket, ON L3Y 0A4
    View profile for Green Conway and Associates - IG Private Wealth Management(905) 952-2023

  9. #9 TK Dale Wealth Inc.

    Based in Newmarket, 61 km away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    71 Main St S, Newmarket, ON L3Y 3L5
    View profile for TK Dale Wealth Inc.(647) 250-7269

  12. #12 IG Wealth Management

    Based in Barrie, 32 km away

    62/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 4.6★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    55 Mulcaster St Ste 420, Barrie, ON L4M 0J4
    View profile for IG Wealth Management(705) 719-6773

  13. #13 Wealth Achievers

    Based in Barrie, 33 km away

    62/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.1★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    128 Wellington St W Suite 201, Barrie, ON L4N 8J6
    View profile for Wealth Achievers(705) 818-4653

  22. #22 IG Wealth Management

    Based in Lindsay, 63 km away

    57/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.3★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 3.3★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    344 Logie St, Lindsay, ON K9V 0N4
    View profile for IG Wealth Management(705) 878-3863

Also serving Orillia

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 Orillia
BusinessGoogle ratingDistance
Allison Matias - TD Financial Planner5.0★ (1)In Orillia
Alta Vista Planning Partners Inc.5.0★ (4)In Orillia
BMO Private Wealth3.5★ (2)In Orillia
Circle of Wealth and Ray Snoei Manulife Wealth Inc5.0★ (2)In Orillia
Co-operators - Shaw Insurance/Financial Services Inc4.7★ (15)In Orillia
Edward Jones - Financial Advisor: David Chabot, DFSA™5.0★ (2)In Orillia
HollisWealth5.0★ (3)In Orillia
Hune Wealth Management of RBC Dominion Securities Inc.In Orillia
IG Wealth Management - SCOTT BRAIN, CFP, CPCA, RISIn Orillia
Investment Planning Counsel - Rhonda CowenIn Orillia
IPC Wealth5.0★ (1)In Orillia
Jeff Mayhew - Desjardins5.0★ (1)In Orillia
Joshua Wiedemann - TD Financial Planner1.0★ (1)In Orillia
Karen O'Coin - BMO Nesbitt BurnsIn Orillia
Luke Bloomer- TD Wealth Private Investment AdviceIn Orillia
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals5.0★ (13)In Orillia
Orillia of RBC Dominion Securities Inc.2.0★ (1)In Orillia
Paul Morse - TD Wealth Private Investment Advice5.0★ (2)In Orillia
Robert Marck - BMO Nesbitt BurnsIn Orillia
SPIRE Advisors - Assante Capital Management Ltd.In Orillia

How we ranked Orillia wealth managers

We scored 22 Orillia 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 Orillia 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 Orillia: frequently asked questions

Which wealth manager has the highest RFA Score in Orillia?

By RFA Score, the highest-ranked wealth manager in Orillia, ON is Rockwater Wealth Management with an RFA Score of 72/100. It has 5.0★ from 75 Google reviews. Green Conway and Associates - IG Private Wealth Management (#2) and Larmand Group Private Wealth Management, IG Private Wealth Management (#3) follow. We ranked 22 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Orillia?

RankedFinancialAdvisors ranks 22 wealth managers serving Orillia, ON. 2 of them are based in Orillia; 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 Orillia work on weekends?

2 of 22 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Money Gal Wealth Management (#4) and Santos & Associates - IG Private Wealth Management (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Orillia wealth managers have?

The median Google rating among 22 rated wealth managers in Orillia is 5.0★, with a median of 9 reviews. Green Conway and Associates - IG Private Wealth Management has the most, 149 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 Orillia count in this ranking?

Yes, if they are within 64 km of the Orillia 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 Orillia 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 Orillia?

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 Orillia

  1. November 2026: RFA Scores recalculated for 22 wealth managers serving Orillia.

More wealth managers and Orillia pages