The 10 best financial advisors in Orangeville in 2026

Ranking of October 2026, built on 11 firms with public criteria. No firm pays for its position.

1
Lara Y Gray
investments · team website · 1 advisors · CFP, CFA, CIM, FCSI, FMA
34/100
2
Cole Heideman
investments · team website · CIM
31/100
3
Matt Mcclure
investments · team website · 4 advisors
26/100
4
Brian Black
investments · team website · 2 advisors
22/100
5
Philip Wolverton
investments · team website · 2 advisors
22/100
6
Raines Koby
investments · team website · 2 advisors
22/100
7
Mitchell Merante
investments · team website · 1 advisors
19/100
8
Oliver Harris
investments · team website · 1 advisors
19/100
9
Doug Eberlee
investments · team website
16/100
10
Rich Long
investments · team website
16/100

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 Orangeville?

On our public criteria, Lara Y Gray ranks first in Orangeville, ahead of Cole Heideman and Matt Mcclure. 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