- 139/100
MaxWealth Financial Management of Raymond James Ltd.
financial planning, investments · yes · CFP, CIM, FCSI, CLU
- 234/100
Daniel C Zinn
investments · team website · 1 advisors · CFP, CIM, FCSI
- 331/100
Berard Private Wealth
investments · team website · CFP
- 431/100
Vincent Shenk
investments · team website · CFP
- 519/100
Serge Blanchette
investments · team website · 1 advisors
- 616/100
Amelia Zhang
investments · team website
- 716/100
Clay Charbonneau Wealth Management Group
investments · team website
- 816/100
Dana George Private Wealth Management
investments · team website
- 916/100
Dunn Wealth Management
investments · team website
- 1016/100
FAR Wealth Management Group
investments · team website
The criteria
| Criterion | Points | Source |
|---|---|---|
| Disciplines shown | 20 | Firm website or network locator |
| Registration shown on its own website | 10 | Firm website |
| Independent firm | 10 | Advisor Index |
| Team size | 10 | Network locator |
| Years in business (stated on its website) | 10 | Firm website |
| Professional designations shown on its website | 15 | Firm website (source sentence kept) |
| Google reviews | 15 | Google Maps listing |
| Named by AI assistants | 10 | Advisor Index AI barometer |
Frequently asked questions
Who is the best financial advisor in Langley?
On our public criteria, MaxWealth Financial Management of Raymond James Ltd. ranks first in Langley, ahead of Daniel C Zinn and Berard Private Wealth. The best choice is the firm whose services fit your situation.
How is this ranking built?
Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).
Can a firm pay to rank higher?
No. No firm pays to be listed or for its position.
Ranking recalculated at each register update. A firm can correct its details from its profile. Our method