Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in Toronto, Canada

Name: Advisor-led investment platforms based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 147 companies tracked

RevenueBase identified 147 advisor-led investment platforms headquartered in Toronto, Canada as of September 2026 and tracks 20,523 professional contacts across them, including 4,442 with verified work emails. Toronto is the largest hub.

This list covers advisor-led investment platforms headquartered in Toronto, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

147Companies

20,523Contacts tracked

4,442Verified emails

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The 25 largest advisor-led investment platforms based in Toronto, Canada

Ranked by team size

Top 25 of 147 advisor-led investment platforms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor-led investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	BMO Nesbitt Burns	Strong evidence	Toronto, CanadaHQ checked Sep 27, 2026	1,001-5,000	2,400 contacts →
	Strong evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 27, 2026
2	Fidelity Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	1,001-5,000	1,862 contacts →
	Indirect evidence “At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Source: RevenueBase Database · checked Sep 27, 2026
3	Raymond James LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	5,001-10,000	1,405 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
4	Richardson Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	501-1,000	941 contacts →
	Indirect evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 27, 2026
5	AGF Investments	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	501-1,000	526 contacts →
	Strong evidence “AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Source: RevenueBase Database · checked Sep 27, 2026
6	Connor, Clark & Lunn Financial Group Cc&l	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	501-1,000	499 contacts →
	Indirect evidence “At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Source: RevenueBase Database · checked Sep 27, 2026
7	Q Wealth Partners	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	201-500	134 contacts →
	Indirect evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 27, 2026
8	IA Clarington Investments	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	105 contacts →
	Partial evidence “One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Source: RevenueBase Database · checked Sep 27, 2026
9	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	91 contacts →
	Strong evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 27, 2026
10	Cibc Investor S Edge	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	501-1,000	72 contacts →
	Partial evidence “CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Source: RevenueBase Database · checked Sep 27, 2026
11	Sprucegrove Investment Management LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	57 contacts →
	Partial evidence “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Source: RevenueBase Database · checked Sep 27, 2026
12	Foyston, Gordon & Payne INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	54 contacts →
	Indirect evidence “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Source: RevenueBase Database · checked Sep 27, 2026
13	GP Wealth Management Corporation	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	40 contacts →
	Indirect evidence “At GP Wealth Management, we put people first.” Source: RevenueBase Database · checked Sep 27, 2026
14	Bridgehouse Asset Managers	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	38 contacts →
	Partial evidence “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Source: RevenueBase Database · checked Sep 27, 2026
15	Qtrade	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	501-1,000	38 contacts →
	Indirect evidence “With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Source: RevenueBase Database · checked Sep 27, 2026
16	Integral Wealth Securities Limited	Partial evidence	Toronto, CanadaHQ checked Sep 27, 2026	11-50	35 contacts →
	Partial evidence “Established in 2003, Integral Wealth Securities Limited is a private, independent, IIROC-licensed investment dealer headquartered in Toronto with offices in Calgary, Vancouver…” Source: RevenueBase Database · checked Sep 27, 2026
17	Nexus Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	31 contacts →
	Partial evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 27, 2026
18	Foster & Associates Financial Services INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	28 contacts →
	Indirect evidence “Investing doesn’t have to be complicated.” Source: RevenueBase Database · checked Sep 27, 2026
19	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	24 contacts →
	Strong evidence “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Source: RevenueBase Database · checked Sep 27, 2026
20	T.E. Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	23 contacts →
	Indirect evidence “For more than 45 years, T.E.” Source: RevenueBase Database · checked Sep 27, 2026
21	Portfoliohiway	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	20 contacts →
	Partial evidence “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: RevenueBase Database · checked Sep 27, 2026
22	Generation Iacp INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Sep 27, 2026
23	Croft Financial Group	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	18 contacts →
	Indirect evidence “R N Croft Financial Group Inc.” Source: RevenueBase Database · checked Sep 27, 2026
24	Watt Carmichael INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	16 contacts →
	Partial evidence “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Source: RevenueBase Database · checked Sep 27, 2026
25	Barrantagh Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	14 contacts →
	Partial evidence “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: advisor-led investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names advisor-led investment platforms.
Partial evidence: Its own public description names part of advisor-led investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisor-led investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 147 advisor-led investment platforms based in Toronto, Canada

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Advisor-led investment platforms based in Toronto, Canada at a glance

As of Sep 27, 2026

21.6%Verified-email coverage

139.6Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 147 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among advisor-led investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Toronto, Canada whose own description of what they do matches “advisor-led investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names advisor-led investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among advisor-led investment platforms, and records with no verified work email. Companies headquartered outside Toronto are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 4,442 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Advisor-led investment platforms by metro in Canada

Advisor-led investment platforms in Toronto147
Advisor-led investment platforms in Vancouver44
Advisor-led investment platforms in Calgary40
Advisor-led investment platforms in Montreal40

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names advisor-led investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many advisor-led investment platforms are there based in Toronto, Canada?

RevenueBase identified 147 advisor-led investment platforms headquartered in Toronto, Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

BMO Nesbitt Burns, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most advisor-led investment platforms?

Toronto leads with 147 headquartered companies, followed by Vancouver (44) and Calgary (40).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 4,442 verified decision-maker contacts tracked across these 147 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.