The 10 best financial advisors in Surrey in 2026

1. 1

   Karasick Crabtree & Murray - IG Private Wealth Management

   financial planning · yes · yes · CFP, CLU, RRC, FMA, TEP, CIM, QAFP, PFP · 5 ★, 13 reviews

   51/100
2. 2

   Legacy Family Office Surrey

   financial planning · yes · yes · CFP, CEA, TEP, CIM, FCSI · 5 ★, 2 reviews

   48/100
3. 3

   Mitchell Premier Wealth Solutions

   investments · yes · yes · CFP, CLU · 5 ★, 1 reviews

   45/100
4. 4

   Right Direction Financial

   financial planning, investments · yes · yes · 5 ★, 20 reviews

   43/100
5. 5

   Nikki Li

   investments · team website · 1 advisors · QAFP, CEA

   34/100
6. 6

   Scott E Porter

   investments · team website · 1 advisors · CFP

   34/100
7. 7

   Cameron MacKenzie

   investments · team website · CFA, CPA

   31/100
8. 8

   Dan Osachoff, BA, FMA, CIWM, CIM

   investments · team website · FMA, CIWM, CIM, CFA

   31/100
9. 9

   Peloso Private Wealth Management

   investments · team website · CIM

   31/100
10. 10

    Sea Glass Wealth Advisory Group - Harbourfront Wealth Management

    investments · yes · yes · 5 ★, 2 reviews

    31/100

The criteria

Frequently asked questions

Who is the best financial advisor in Surrey?

On our public criteria, Karasick Crabtree & Murray - IG Private Wealth Management ranks first in Surrey, ahead of Legacy Family Office Surrey and Mitchell Premier Wealth Solutions. 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