The 10 best financial advisors in Vancouver in 2026

Ranking of October 2026, built on 258 firms with public criteria. No firm pays for its position.

1
Balanced Financial Services
financial planning, investments · yes · yes · since 1987 · CFP, CIM · 5 ★, 32 reviews
70/100
2
ModernAdvisor
financial planning, investments · yes · yes · CIM, CFP, CFA, CPA · 4.9 ★, 60 reviews
60/100
3
LT Wealth Management Partners Inc.
financial planning, investments · yes · yes · CIM, CFA, CFP · 5 ★, 30 reviews
59/100
4
WealthPoint - Canaccord Genuity Wealth Management
financial planning, investments · yes · yes · CFP · 5 ★, 20 reviews
58/100
5
Beacon Wealth Partners
financial planning, investments · yes · yes · FMA, CIM, CFP · 5 ★, 9 reviews
56/100
6
Elevate Wealth Management
financial planning, investments · yes · yes · CIM, CFP · 5 ★, 1 reviews
53/100
7
ARC Wealth: Vancouver Wealth Management + Financial Planner
financial planning, investments, mutual funds · yes · yes · 5 ★, 88 reviews
51/100
8
Legacy Family Office Vancouver
financial planning · yes · yes · CFP, CEA, TEP, CIM, FCSI · 5 ★, 6 reviews
50/100
9
Stanley Asset Management
investments · yes · yes · CIM, CFA, CFP, CLU, TEP · 5 ★, 3 reviews
46/100
10
Wealth Preservation Management
financial planning, investments · yes · yes · 5 ★, 22 reviews
44/100

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 Vancouver?

On our public criteria, Balanced Financial Services ranks first in Vancouver, ahead of ModernAdvisor and LT Wealth Management Partners Inc.. 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