The 10 best financial advisors in Victoria in 2026

1. 1

   Kalinka Group - IG Private Wealth Management

   financial planning, investments, insurance · yes · yes · CFP, CLU, RRC, TEP, CIM, QAFP, PFP, FCSI · 5 ★, 22 reviews

   62/100
2. 2

   Harris Group Private Wealth Management - Westshore - Jesse Harris - Senior Wealth Advisor

   financial planning, investments · yes · yes · RRC, CFP, CIM, FCSI, TEP, QAFP, PFP, CHS · 5 ★, 23 reviews

   59/100
3. 3

   Leslie Stedman Group Private Wealth Management

   financial planning, investments, insurance · yes · yes · CFP, CLU · 5 ★, 6 reviews

   59/100
4. 4

   Blair & Associates with IG Private Wealth Management

   financial planning, insurance · yes · yes · CFP, RRC · 5 ★, 48 reviews

   58/100
5. 5

   Grant Atwood | Ocean Wealth | Harbourfront Wealth Management

   financial planning, investments · yes · yes · CFP, CIM, CLU, CPA · 5 ★, 15 reviews

   58/100
6. 6

   Carolann Steinhoff, Investment Advisor, Queensbury Securities Inc.

   financial planning, investments, insurance · yes · yes · CFP, CIWM, CIM, CFA · 5 ★, 2 reviews

   57/100
7. 7

   Dumitru Flanagan & Associates Private Wealth Management

   financial planning, investments · yes · yes · CFP, RRC · 5 ★, 11 reviews

   57/100
8. 8

   IPC Securities Corporation - Midori Hillis, CFP

   financial planning · yes · yes · CFP · 5 ★, 50 reviews

   55/100
9. 9

   Ocean Wealth | Harbourfront Wealth Management

   financial planning, investments · yes · yes · CFP, CIM, CLU, CPA · 5 ★, 4 reviews

   55/100
10. 10

    IG Private Wealth Management - Neil Scott-Moncrieff, BA RRC QAFP

    financial planning, investments · yes · yes · QAFP, RRC, CFP, TEP, CIM, PFP, FCSI, CHS · 5 ★, 1 reviews

    53/100

The criteria

Frequently asked questions

Who is the best financial advisor in Victoria?

On our public criteria, Kalinka Group - IG Private Wealth Management ranks first in Victoria, ahead of Harris Group Private Wealth Management - Westshore - Jesse Harris - Senior Wealth Advisor and Leslie Stedman Group Private Wealth Management. 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