The 9 best financial advisors in Sidney in 2026

Ranking of October 2026, built on 9 firms with public criteria. No firm pays for its position.

1
Christina Gilbert
investments · team website · 1 advisors · CFP
34/100
2
Taylor-Rae Bertoia
investments · team website · 1 advisors · CFP
34/100
3
Rhea McFarlane
investments · team website · CIM, CFP, PFP, CLU, CFA
31/100
4
Confident Wealth Advisory Group
financial planning, investments · 2 advisors
20/100
5
Brigitte U Herold-Archer
investments · team website · 1 advisors
19/100
6
Statera Wealth
financial planning, investments · 1 advisors
17/100
7
Allan R. Green
investments · team website
16/100
8
Radko Lamac
investments · team website
16/100
9
Verran Wealth
investments · team website
16/100

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 Sidney?

On our public criteria, Christina Gilbert ranks first in Sidney, ahead of Taylor-Rae Bertoia and Rhea McFarlane. 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