The 10 best financial advisors in Waterloo in 2026

Ranking of October 2026, built on 47 firms with public criteria. No firm pays for its position.

1
Arca Financial Group Inc.
financial planning, investments · yes · yes · since 1999 · CIM, CPA, CFP, TEP · 5 ★, 10 reviews
67/100
2
Koppeser Wealth Counsel
financial planning, investments, insurance · yes · yes · FCSI, EPC, CFP · 5 ★, 3 reviews
57/100
3
Lakewood Wealth Partners
financial planning, investments, insurance · yes · yes · CFP, CIM · 5 ★, 2 reviews
57/100
4
McEachnie Matthews Group Private Wealth Management
financial planning, investments · yes · yes · CFP, RRC · 5 ★, 10 reviews
57/100
5
John Armstrong CFP
financial planning, mutual funds, insurance · yes · yes · CFP · 3 ★, 1 reviews
51/100
6
IG Private Wealth Management - KEVIN P REID, CFP EPC
financial planning, investments · yes · yes · CFP, EPC, CIM
49/100
7
Waterloo Wealth Advisors - Raymond Jamed Ltd.
financial planning, insurance · yes · yes · CFP, PFP · 4 ★, 1 reviews
49/100
8
Steele Wealth Management of Raymond James Ltd.
financial planning, investments, insurance · yes · CPA, CFA, CIM, CFP, CLU · 3.7 ★, 3 reviews
44/100
9
Baker & Edwards Financial
insurance · yes · yes · CEA · 5 ★, 1 reviews
42/100
10
Jeff Shatkosky
financial planning, investments · team website · 1 advisors · CIM, FCSI, PFP
42/100

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 Waterloo?

On our public criteria, Arca Financial Group Inc. ranks first in Waterloo, ahead of Koppeser Wealth Counsel and Lakewood Wealth Partners. 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