- 161/100
Avesta Wealth - Leah Robertson, CIM
financial planning, investments, insurance · yes · yes · CIM, EPC, CEA · 5 ★, 20 reviews
- 254/100
KCCU Wealth Solutions
financial planning, investments, insurance · yes · yes · PFP · 3.7 ★, 3 reviews
- 343/100
Stone City Wealth | Investment Planning Counsel
financial planning · yes · yes · CFP
- 442/100
Kingston Financial Inc.
financial planning, investments, insurance · yes · yes · 5 ★, 3 reviews
- 534/100
Marc J Grieves
investments · team website · 1 advisors · PFP, FCSI
- 634/100
Ryan T Schenk
investments · team website · 1 advisors · CFP, CIM
- 731/100
Iqbal Hussain
investments · team website · CFA, CFP, FCSI
- 831/100
Kyusup Han
investments · team website · PFP
- 931/100
Mike Patterson
investments · team website · FCSI, CIM
- 1031/100
Natalia Manaeva
investments · team website · CFA
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 Kingston?
On our public criteria, Avesta Wealth - Leah Robertson, CIM ranks first in Kingston, ahead of KCCU Wealth Solutions and Stone City Wealth | Investment Planning Counsel. 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