The 6 best financial advisors in Woodbridge in 2026
Ranking of October 2026, built on 6 firms with public criteria. No firm pays for its position.
- 155/100
Supreme Financial
financial planning, investments · yes · yes · CFP · 5 ★, 4 reviews
- 254/100
Cutrara Wealth
financial planning, investments · yes · yes · CFP, CIM · 5 ★, 2 reviews
- 342/100
Sunil Heda, Heda Investments, Manulife Wealth Inc.
investments, insurance · yes · CPA, CIM · 4.9 ★, 18 reviews
- 434/100
Vincenzo A Petrolo
investments · team website · 1 advisors · FCSI
- 519/100
Frank Montemarano
investments · team website · 1 advisors
- 619/100
Robert Gaglia
investments · team website · 1 advisors
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 Woodbridge?
On our public criteria, Supreme Financial ranks first in Woodbridge, ahead of Cutrara Wealth and Sunil Heda, Heda Investments, Manulife Wealth Inc.. 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