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Wealth Managers in Richmond, BC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Richmond: GT Wealth 安加財稅, RFA Score 72/100; 4.9★ from 143 Google reviews.

  2. 10

    Most-reviewed: Well Built Wealth, 241 Google reviews at 5.0★, the most of 93 ranked; ranked #10.

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

93 Richmond wealth managers are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 93 rated firms.

Top 10 wealth managers in Richmond 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 Richmond at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1GT Wealth 安加財稅724.9★ (143)Richmond—Top score
2Parallel Wealth Financial Group Inc.705.0★ (234)Coquitlam, 34 km away——
3ARC Wealth: Vancouver Wealth Management + Financial Planner695.0★ (88)Vancouver, 13 km away——
4Guaranti WealthPlus Financial 温顶金融695.0★ (47)Richmond——
5Grow Your Wealth Financial Planning685.0★ (32)Richmond——
6Ocean 6 Wealth Advisory Inc.685.0★ (47)Vancouver, 11 km away——
7Clearpoint Wealth684.9★ (54)Vancouver, 13 km awaySat—
8Raghav Sharma | Wealth Management Advisor | Financial Advisor675.0★ (40)Surrey, 12 km awaySat—
9Elite Wealth Management674.5★ (53)Richmond——
10Well Built Wealth675.0★ (241)Abbotsford, 63 km away—Most reviews

All 93 wealth managers in Richmond, 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 Richmond

    #1 GT Wealth 安加財稅

    Based in Richmond

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 143 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 143 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    6388 Number 3 Rd Ste 405, Richmond, BC V6Y 0L4
    View profile for GT Wealth 安加財稅(604) 278-0122

  3. #3 ARC Wealth: Vancouver Wealth Management + Financial Planner

    Based in Vancouver, 13 km away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 88 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 88 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 9 AM–2:30 PM · Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    329 Howe St #741, Vancouver, BC V6C 3N2
    View profile for ARC Wealth: Vancouver Wealth Management + Financial Planner(604) 360-1426

  6. #6 Ocean 6 Wealth Advisory Inc.

    Based in Vancouver, 11 km away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Tue 8 AM–4:30 PM · Wed closed · Thu–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    240 E 2nd Ave #300, Vancouver, BC V5T 1B7
    View profile for Ocean 6 Wealth Advisory Inc.(604) 343-4808

  7. #7 Clearpoint Wealth

    Based in Vancouver, 13 km away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1075 W Georgia St Ste 1810, Vancouver, BC V6E 3C9
    View profile for Clearpoint Wealth(604) 868-7892

  10. #10 Well Built Wealth

    Based in Abbotsford, 63 km away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 241 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 241 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2420 McCallum Rd #201, Abbotsford, BC V2S 6R9
    View profile for Well Built Wealth(778) 749-8060

  15. #15 OceanFront Wealth Inc.

    Based in Vancouver, 13 km away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Tue 8 AM–4 PM · Wed closed · Thu–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1055 W Georgia St #2772, Vancouver, BC V6E 3R5
    View profile for OceanFront Wealth Inc.(604) 684-2200

  16. #16 Steven Joe Financial | CI Assante Wealth Management Ltd.

    Based in Vancouver, 13 km away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    650 W Georgia St suite 800, Vancouver, BC V6B 4N8
    View profile for Steven Joe Financial | CI Assante Wealth Management Ltd.(604) 678-8270

  20. #20 Mills Wealth Management

    Based in North Vancouver, 16 km away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    129 W 1st St, North Vancouver, BC V7M 1B1
    View profile for Mills Wealth Management(604) 833-7821

  21. #21 Wealth Guardian

    Based in Vancouver, 32 km away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    View profile for Wealth Guardian

  22. #22 WealthViser Private Wealth

    Based in Burnaby, 14 km away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2025 Willingdon Ave #900, Burnaby, BC V5C 5J3
    View profile for WealthViser Private Wealth(778) 372-8354

Wealth managers 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 93 ranked wealth managers here; the rest are on their profiles.

wealth managers in Richmond, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Marina Najian, Wealth Advisor with iA Private Wealth655.0★ (23)19 km
27WealthSmart Incorporated654.9★ (11)In Richmond
28Diverse Wealth | Parisa Pajooh Financial Consulting645.0★ (16)13 km
29Everest Wealth Management645.0★ (9)In Richmond
30Danielson Group Wealth Management at CI Assante Wealth Management Ltd.645.0★ (15)13 km
31My Wealthy Quest645.0★ (18)17 km
32Grace Wealth645.0★ (11)5 km
33Conti Wealth Partners645.0★ (13)13 km
34Armada Wealth Management - Investments645.0★ (27)34 km
35CABA WEALTH PARTNERS635.0★ (16)23 km
36Chrono Wealth Management635.0★ (11)13 km
37Rivershore Wealth Planning635.0★ (64)63 km
38Connect Wealth634.8★ (20)27 km
39Sapling Wealth & Wellness635.0★ (16)25 km
40Beacon Wealth Partners635.0★ (9)13 km
41Darke Turnbull Private Wealth Management635.0★ (9)13 km
42Hawkeye Wealth Ltd.634.9★ (9)13 km
43Perler Wealth634.9★ (17)28 km
44The Wong Group at Wellington-Altus Private Wealth635.0★ (8)11 km
45Acorn Wealth Corporation634.6★ (11)13 km
46Nicola Wealth Management634.8★ (8)10 km
47Mitchell Ruescher Private Wealth Management - IG Private Wealth Management635.0★ (10)17 km
48Bennest Wealth Management635.0★ (8)13 km
49IPC Wealth - WayOaks Advisors634.9★ (15)27 km
50Investwell Wealth Management Inc.625.0★ (17)34 km

Also serving Richmond

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 Richmond
BusinessGoogle ratingDistance
1Secure Financial4.8★ (20)In Richmond
4 Pillars Consulting Debt Relief Specialist5.0★ (41)In Richmond
AFG Canada2.3★ (6)In Richmond
Alpha Financial Inc2.6★ (5)In Richmond
BMO Bank of Montreal2.1★ (164)In Richmond
Campbell, Saunders Ltd.5.0★ (4)In Richmond
CIBC Wood Gundy Richmond Branch2.8★ (8)In Richmond
Convoy Financial Canada Inc.4.4★ (7)In Richmond
Edward Jones - Financial Advisor: Neil C Collins, CFP®|CLU®|CIM®|CEPA®5.0★ (4)In Richmond
Jennie Wu - TD Financial Planner4.2★ (5)In Richmond
Michael Gao Inc | 嘉岳会计师事务所 | Richmond 中文会计师 | 公司税务申报专家4.9★ (41)In Richmond
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals5.0★ (13)In Richmond
Mobius Financial Planning5.0★ (65)In Richmond
Monic Financial Group5.0★ (27)In Richmond
National Bank Financial4.0★ (4)In Richmond
Rosa Lin | Brightway Financial | Financial Planner 財務規劃師5.0★ (46)In Richmond
SY. Wealth 云财富 | Boutique Financial Advisor | High Networth Insurance Planning | Private Wealth Service5.0★ (26)In Richmond
Way Financial4.9★ (187)In Richmond
WFG - World Financial Group4.8★ (76)In Richmond
Wynners Financial Group Inc.5.0★ (18)In Richmond

How we ranked Richmond wealth managers

We scored 93 Richmond 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 Richmond 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 Richmond: frequently asked questions

Which wealth manager has the highest RFA Score in Richmond?

By RFA Score, the highest-ranked wealth manager in Richmond, BC is GT Wealth 安加財稅 with an RFA Score of 72/100. It has 4.9★ from 143 Google reviews. Parallel Wealth Financial Group Inc. (#2) and ARC Wealth: Vancouver Wealth Management + Financial Planner (#3) follow. We ranked 93 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Richmond?

RankedFinancialAdvisors ranks 93 wealth managers serving Richmond, BC. 6 of them are based in Richmond; 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 Richmond work on weekends?

8 of 93 ranked wealth managers post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Clearpoint Wealth (#7), Raghav Sharma | Wealth Management Advisor | Financial Advisor (#8) and Sunny Kalsi - Kalsi Wealth Management (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Richmond wealth managers have?

The median Google rating among 93 rated wealth managers in Richmond is 5.0★, with a median of 11 reviews. Well Built Wealth has the most, 241 reviews, and ranks #10. 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 Richmond count in this ranking?

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

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 Richmond

  1. November 2026: RFA Scores recalculated for 93 wealth managers serving Richmond.

More wealth managers and Richmond pages