The 10 best financial advisors in Burlington in 2026
Ranking of October 2026, built on 110 firms with public criteria. No firm pays for its position.
- 158/100
JUSTIN ST. LOUIS - IG Private Wealth Management
financial planning, investments · yes · yes · CFP, RRC · 5 ★, 20 reviews
- 254/100
R. Sales & Associates | IG Private Wealth Management
financial planning · yes · yes · CHS, RRC, CEA, TEP, CFP · 5 ★, 40 reviews
- 354/100
The William Douglas Group/ Aligned Capital Partners - Wealth Management and Financial Planning
financial planning · yes · yes · CFP, CIM, FCSI · 5 ★, 41 reviews
- 451/100
Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd
financial planning · yes · CFP · 5 ★, 17 reviews · named in 3 answers
- 545/100
Jacobs Financial (Ben Jacobs, Advisor)
financial planning, investments, insurance · yes · yes · 5 ★, 14 reviews
- 644/100
Oldfield Group Wealth Management
financial planning, investments, insurance · yes · yes · 5 ★, 9 reviews
- 744/100
Skyview Private Wealth
financial planning, investments · yes · yes · 5 ★, 30 reviews
- 842/100
Laura Allpress
financial planning, investments · team website · 1 advisors · CFP
- 942/100
Ludmila Esmail
financial planning, investments · team website · 1 advisors · CFP, CIM
- 1042/100
Mordechai Kuhnreich
financial planning, investments · team website · 1 advisors · CIM
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 Burlington?
On our public criteria, JUSTIN ST. LOUIS - IG Private Wealth Management ranks first in Burlington, ahead of R. Sales & Associates | IG Private Wealth Management and The William Douglas Group/ Aligned Capital Partners - Wealth Management and Financial Planning. 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