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Wealth Managers in Port Colborne, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Port Colborne: JBM Health & Wealth Consulting, LLC, RFA Score 69/100; 5.0★ from 38 Google reviews.

  2. 3

    Most-reviewed: Ocean Wealth Group, 32 Google reviews at 5.0★, the most of 35 ranked after JBM Health & Wealth Consulting, LLC; ranked #3.

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

35 Port Colborne wealth managers are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 35 rated firms.

Top 10 wealth managers in Port Colborne 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 Port Colborne at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1JBM Health & Wealth Consulting, LLC695.0★ (38)North Tonawanda, 36 km away—Top score
2Abaya Wealth Management LLC695.0★ (29)Buffalo, 29 km awayEvenings—
3Ocean Wealth Group685.0★ (32)Amherst, 40 km away—Most reviews
4Eudaimonia Wealth685.0★ (24)Buffalo, 30 km away——
5IG Wealth Management - Allen Sadikov, CFP RRC BA685.0★ (13)Welland, 9 km away——
6Clark & Company Wealth Management685.0★ (29)Buffalo, 42 km away——
7Bentham Wealth Advisors675.0★ (24)Amherst, 42 km away——
8Rampart Wealth Management664.7★ (23)Amherst, 46 km away——
9KDM Wealth Consultants, LLC665.0★ (17)Buffalo, 42 km awaySat—
10Buffalo First Wealth Management, LLC654.8★ (17)Buffalo, 44 km away——

All 35 wealth managers in Port Colborne, 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 Abaya Wealth Management LLC

    Based in Buffalo, 29 km away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Wed 10 AM–7 PM · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Seneca St Ste 2905, Buffalo, NY 14203
    View profile for Abaya Wealth Management LLC(716) 345-0110

  3. #3 Ocean Wealth Group

    Based in Amherst, 40 km away

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    5550 Main St Suit 1, Williamsville, NY 14221
    View profile for Ocean Wealth Group(716) 458-0051

  4. #4 Eudaimonia Wealth

    Based in Buffalo, 30 km away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–6 PM · Wed–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1207 Delaware Ave Ste 110, Buffalo, NY 14209
    View profile for Eudaimonia Wealth(716) 362-1182

  7. #7 Bentham Wealth Advisors

    Based in Amherst, 42 km away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    300 International Dr Suite 100, Williamsville, NY 14221
    View profile for Bentham Wealth Advisors(716) 580-1500

  12. #12 GATT WEALTH MANAGEMENT

    Based in Niagara Falls, 23 km away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat 9 AM–1 PM · Sun closed
    Address
    8196 Cummington Square W, Niagara Falls, ON L2G 6V9, Canada
    View profile for GATT WEALTH MANAGEMENT(905) 401-7738

  13. #13 L&M Wealth Management

    Based in Amherst, 37 km away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.1★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 14 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    3820 Sheridan Dr, Amherst, NY 14226
    View profile for L&M Wealth Management(716) 839-1234

  15. #15 Capital Wealth Management

    Based in St. Catharines, 29 km away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    92 Church St, St. Catharines, ON L2R 3C8
    View profile for Capital Wealth Management(905) 682-5789

  17. #17 IG Wealth Management

    Based in St. Catharines, 31 km away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    210 Martindale Rd #100, St. Catharines, ON L2S 0B2
    View profile for IG Wealth Management(905) 682-7292

  22. #22 Manulife Wealth

    Based in Welland, 13 km away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 1.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 1.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    800 Niagara St, Welland, ON L3C 5Z4
    View profile for Manulife Wealth(905) 734-4155

  24. #24 Trubee Wealth Advisors

    Based in Cheektowaga, 42 km away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Stock broker”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    600 Airborne Pkwy Ste 120, Cheektowaga, NY 14225
    View profile for Trubee Wealth Advisors(716) 849-1401

All 35 wealth managers

#1 to #25 are shown in full above. Here are #26 to #35, in RFA Score order; each links to its profile.

wealth managers in Port Colborne, ranks 26 to 35
RankBusinessRFA ScoreGoogle ratingDistance
26Spectrum Wealth Management605.0★ (3)38 km
27Cornerstone Capital Wealth Management605.0★ (4)47 km
28Longevity Wealth Partners605.0★ (3)41 km
29Merrill Lynch Wealth Management602.3★ (3)29 km
30Wealth Optimization Network, LLC605.0★ (3)43 km
31Custom Wealth Strategies605.0★ (3)44 km
32RBC Wealth Management Branch - Buffalo, NY605.0★ (3)44 km
33Buffalo Wealth Partners - Ameriprise Financial Services, LLC605.0★ (3)43 km
34Emergent Wealth Advisors, LLC593.7★ (3)40 km
35CANFIN Wealth Management593.7★ (6)63 km

Also serving Port Colborne

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 Port Colborne
BusinessGoogle ratingDistance
Assante Wealth Management5.0★ (1)17 km
CIBC Financial Advisor: Kelly Marr5.0★ (2)In Port Colborne
Connor Wealth Management5.0★ (2)51 km
D.B. Wyatt and Associates, Manulife Wealth5.0★ (2)29 km
David Rucchetta - TD Financial PlannerIn Port Colborne
Fichter Wealth Management Inc5.0★ (2)40 km
Gillian Curik - TD Wealth Private Investment Advice5.0★ (1)31 km
GP Wealth Management - Fonthill5.0★ (2)17 km
Grace Mann - TD Financial PlannerIn Port Colborne
Hank Wissenz - TD Wealth Private Investment Advice5.0★ (1)31 km
IG Wealth Management - BRAD NEUDORF, RRC, MBA5.0★ (1)31 km
Kyle Bunting - TD Financial PlannerIn Port Colborne
Merrill Lynch Wealth Management3.0★ (2)44 km
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals5.0★ (8)In Port Colborne
Natasha DiCienzo, Wealth Advisor, Scotia Wealth Management5.0★ (1)29 km
PCWM Poleon Comprehensive Wealth Management5.0★ (2)42 km
Plail Wealth Management5.0★ (2)29 km
Sacco & Associates Private Wealth Management1.0★ (1)31 km
Scott Brown - The Viola Salter Group - Scotia Wealth ManagementIn Port Colborne
University Wealth Management5.0★ (1)37 km

How we ranked Port Colborne wealth managers

We scored 35 Port Colborne 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 Port Colborne 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 Port Colborne: frequently asked questions

Which wealth manager has the highest RFA Score in Port Colborne?

By RFA Score, the highest-ranked wealth manager in Port Colborne, ON is JBM Health & Wealth Consulting, LLC with an RFA Score of 69/100. It has 5.0★ from 38 Google reviews. Abaya Wealth Management LLC (#2) and Ocean Wealth Group (#3) follow. We ranked 35 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Port Colborne?

RankedFinancialAdvisors ranks 35 wealth managers serving Port Colborne, ON. Another 20 within 64 km are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Port Colborne work on weekends?

3 of 35 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays are KDM Wealth Consultants, LLC (#9) and GATT WEALTH MANAGEMENT (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Port Colborne wealth managers have?

The median Google rating among 35 rated wealth managers in Port Colborne is 5.0★, with a median of 5 reviews. JBM Health & Wealth Consulting, LLC has the most, 38 reviews, and ranks #1. 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 Port Colborne count in this ranking?

Yes, if they are within 64 km of the Port Colborne 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 Port Colborne 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 Port Colborne?

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 Port Colborne

  1. November 2026: RFA Scores recalculated for 35 wealth managers serving Port Colborne.

More wealth managers and Port Colborne pages