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Wealth Managers in Spruce Grove, AB: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Spruce Grove: IG Private Wealth Management | MacDonald & Associates, RFA Score 69/100; 5.0★ from 31 Google reviews; open 7 days a week.

  2. 2

    Most-reviewed: Red Willow Wealth Management, 28 Google reviews at 5.0★, the most of 29 ranked after IG Private Wealth Management | MacDonald & Associates; ranked #2.

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

29 Spruce Grove 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 29 rated firms.

Most of this list also appears on the Wealth managers in Edmonton ranking. See Wealth managers in Edmonton

Top 10 wealth managers in Spruce Grove 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 Spruce Grove at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1IG Private Wealth Management | MacDonald & Associates695.0★ (31)St. Albert, 22 km awaySat · Sun · EveningsTop score
2Red Willow Wealth Management685.0★ (28)St. Albert, 22 km away—Most reviews
3High Level Wealth Management665.0★ (18)Edmonton, 28 km awaySat · Evenings—
4Simonson Team Private Wealth Management655.0★ (22)Sherwood Park, 43 km away——
5IG Wealth Management - Miranda Solomon, RIS655.0★ (13)Edmonton, 23 km away——
6DeHaan Private Wealth655.0★ (14)Edmonton, 27 km awayEvenings—
7Evergreen Wealth Advisory645.0★ (10)Edmonton, 19 km away——
8Clarity Wealth Counsel Inc.645.0★ (11)St. Albert, 26 km awaySat—
9IG Private Wealth Management - ARUN MEHROTRA, CFP EPC645.0★ (10)Edmonton, 23 km away——
10Entrepreneurs Wealth Management645.0★ (12)Edmonton, 31 km awaySat—

All 29 wealth managers in Spruce Grove, 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.

  3. #3 High Level Wealth Management

    Based in Edmonton, 28 km away

    66/100RFA Score

    Ranked #3 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, 27 km away

    65/100RFA 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

  12. #12 Planium Wealth Ltd

    Based in Edmonton, 19 km away

    63/100RFA Score

    Ranked #12 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 Raintree Wealth

    Based in Edmonton, 19 km away

    61/100RFA Score

    Ranked #17 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

  19. #19 IG Wealth Management

    Based in St. Albert, 22 km away

    61/100RFA Score

    Ranked #19 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
    1 Tache St #320, St. Albert, AB T8N 7T4
    View profile for IG Wealth Management(780) 459-3343

  20. #20 Weisbeck Investment Management Team – ScotiaMcLeod – Scotia Wealth Management

    Based in Edmonton, 28 km away

    60/100RFA Score

    Ranked #20 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

  21. #21 Muhs Wealth Partners

    Based in Edmonton, 28 km away

    60/100RFA Score

    Ranked #21 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

  23. #23 BMO Private Wealth

    Based in Edmonton, 28 km away

    59/100RFA 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

  25. #25 IG Wealth Management

    Based in Edmonton, 31 km away

    59/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.8★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 2.8★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    232 Parsons Rd SW Unit 101, Edmonton, AB T6X 3B6
    View profile for IG Wealth Management(780) 431-0527

How we ranked Spruce Grove wealth managers

We scored 29 Spruce Grove 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 Spruce Grove 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 Spruce Grove: frequently asked questions

Which wealth manager has the highest RFA Score in Spruce Grove?

By RFA Score, the highest-ranked wealth manager in Spruce Grove, AB is IG Private Wealth Management | MacDonald & Associates with an RFA Score of 69/100. It has 5.0★ from 31 Google reviews. It is open 7 days a week. Red Willow Wealth Management (#2) and High Level Wealth Management (#3) follow. We ranked 29 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Spruce Grove?

RankedFinancialAdvisors ranks 29 wealth managers serving Spruce Grove, AB. Counts are as of November 2026.

Which wealth managers in Spruce Grove work on weekends?

4 of 29 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are IG Private Wealth Management | MacDonald & Associates (#1), High Level Wealth Management (#3) and Clarity Wealth Counsel Inc. (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Spruce Grove wealth managers have?

The median Google rating among 29 rated wealth managers in Spruce Grove is 5.0★, with a median of 7 reviews. IG Private Wealth Management | MacDonald & Associates has the most, 31 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 Spruce Grove count in this ranking?

Yes, if they are within 64 km of the Spruce Grove 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 Spruce Grove 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 Spruce Grove?

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 Spruce Grove

  1. November 2026: RFA Scores recalculated for 29 wealth managers serving Spruce Grove.

More wealth managers and Spruce Grove pages