Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Vancouver, Canada

Name: Asset and wealth management consulting firms based in Vancouver, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 93 companies tracked

RevenueBase identified 93 asset and wealth management consulting firms headquartered in Vancouver, Canada as of September 2026 and tracks 956 professional contacts across them, including 489 with verified work emails. Toronto is the largest hub.

This list covers asset and wealth management consulting firms headquartered in Vancouver, 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 21, 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 21, 2026 86% judged on-target in blind review

93Companies

956Contacts tracked

489Verified emails

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The 25 largest asset and wealth management consulting firms based in Vancouver, Canada

Ranked by team size

Top 25 of 93 asset and wealth management consulting firms based in Vancouver, Canada, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: 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	Harbourfront Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	201-500	265 contacts →
	Strong evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 21, 2026
2	Ventum Financial	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	201-500	193 contacts →
	Indirect evidence “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 21, 2026
3	ZLC Financial	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	51-200	50 contacts →
	Indirect evidence “ZLC is a boutique financial services firm based in Vancouver.” Source: RevenueBase Database · checked Sep 21, 2026
4	Raymond James USA LTD	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	n/a	46 contacts →
	Indirect evidence “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Source: RevenueBase Database · checked Sep 21, 2026
5	Pathfinder Asset Management Limited	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	11-50	26 contacts →
	Strong evidence “Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.” Source: RevenueBase Database · checked Sep 21, 2026
6	Ph&n Investment Services	Indirect evidence	Vancouver, CanadaHQ checked Sep 21, 2026	11-50	25 contacts →
	Indirect evidence “We have been servicing investors since 1964.” Source: RevenueBase Database · checked Sep 21, 2026
7	IPC Investment Planning Council	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
8	Oceanfront Wealth INC	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	11-50	15 contacts →
	Strong evidence “OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.” Source: RevenueBase Database · checked Sep 21, 2026
9	Promerita Group	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	11-50	12 contacts →
	Indirect evidence “From its original roots in real estate investment and with almost two decades of success, Promerita Group has transformed into a multidisciplinary advisory and investment group.” Source: RevenueBase Database · checked Sep 21, 2026
10	Luft Financial IA Private Wealth	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	11-50	10 contacts →
	Indirect evidence “Luft Financial is a team of Portfolio Managers and Investment Advisors dedicated to helping clients achieve lasting financial peace of mind.” Source: RevenueBase Database · checked Sep 21, 2026
11	The Wong Group At Wellington-Altus Private Wealth	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	201-500	9 contacts →
	Partial evidence “At The Wong Group, our team is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, allowing you to build and maintain a Work-Optional…” Source: RevenueBase Database · checked Sep 21, 2026
12	Westmount Wealth Management INC	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	11-50	9 contacts →
	Strong evidence “Westmount Wealth Management was established to meet the unique needs of high-net-worth families, business owners, and professionals who seek more from their wealth management…” Source: RevenueBase Database · checked Sep 21, 2026
13	Portfolio Planning INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	8 contacts →
	Indirect evidence “Portfolio Planning is a one-stop-shop for all your financial planning needs.” Source: RevenueBase Database · checked Sep 21, 2026
14	Saas Wealth Insurance	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	8 contacts →
	Partial evidence “Why SaaS Wealth Insurance?” Source: RevenueBase Database · checked Sep 21, 2026
15	Fieldhouse Capital Management INC	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	11-50	7 contacts →
	Partial evidence “At Fieldhouse Capital Management Inc, we specialize in addressing the complex financial needs of affluent individuals, families, and professionals.” Source: RevenueBase Database · checked Sep 21, 2026
16	Financial Confidence	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	7 contacts →
	Partial evidence “At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Source: RevenueBase Database · checked Sep 21, 2026
17	Lycos Asset Management INC	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	7 contacts →
	Partial evidence “We are fiduciary wealth and investment managers, and we put our clients' best interests first.” Source: RevenueBase Database · checked Sep 21, 2026
18	Hillside Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	6 contacts →
	Strong evidence “Hillside Wealth Management is a boutique wealth management team focused on retirement planning and portfolio management for high net worth families.” Source: RevenueBase Database · checked Sep 21, 2026
19	Verus Financial	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	6 contacts →
	Indirect evidence “Through expertise and dedication to process, we help families achieve a combination of results and clarity that truly affords peace of mind.” Source: RevenueBase Database · checked Sep 21, 2026
20	Ciccone Mckay Financial Group	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	11-50	5 contacts →
	Strong evidence “Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession…” Source: RevenueBase Database · checked Sep 21, 2026
21	Pretium Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	4 contacts →
	Strong evidence “Pretium Wealth Management is a full financial services firm, that strives to provide clients value to all aspects of their financial matters.” Source: RevenueBase Database · checked Sep 21, 2026
22	Casm Global	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	4 contacts →
	Partial evidence “Certified Advisory Services & Marketing expertise across investment asset classes in commercial real estate with extensive experience in investment property and development land.” Source: RevenueBase Database · checked Sep 21, 2026
23	Paragon Financial Services INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Source: RevenueBase Database · checked Sep 21, 2026
24	Mara Advisory	Indirect evidence	Vancouver, CanadaHQ checked Sep 21, 2026	11-50	3 contacts →
	Indirect evidence “To date, Mara Advisory has worked with a magnitude of clients in both private and public markets from early-stage companies to mature businesses.” Source: RevenueBase Database · checked Sep 21, 2026
25	Elsay Wealth	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	1-10	3 contacts →
	Strong evidence “Our personalized, team-based approach to wealth management is rooted in creative strategies and years of expertise.” Source: RevenueBase Database · checked Sep 21, 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: asset and wealth management consulting firms. 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 asset and wealth management consulting firms.
Partial evidence: Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset and wealth management consulting firms. 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 93 asset and wealth management consulting firms based in Vancouver, Canada

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Asset and wealth management consulting firms based in Vancouver, Canada at a glance

As of Sep 21, 2026

51.2%Verified-email coverage

10.3Average contacts per company

1-10Median size (employees)

308.6%Largest-city concentration · Toronto

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

Email recency for this list is measured across the whole Canada list rather than for Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 93 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 asset and wealth management consulting firms, 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 Vancouver, Canada whose own description of what they do matches “asset and wealth management consulting firms”. 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 asset and wealth management consulting firms), 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 asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Vancouver 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, 489 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 21, 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.

Asset and wealth management consulting firms by metro in Canada

Asset and wealth management consulting firms in Toronto287
Asset and wealth management consulting firms in Calgary111
Asset and wealth management consulting firms in Montreal94
Asset and wealth management consulting firms in Vancouver93
Asset and wealth management consulting firms in Edmonton48
Asset and wealth management consulting firms in Winnipeg48
Asset and wealth management consulting firms in Mississauga46
Asset and wealth management consulting firms in Quebec41
Asset and wealth management consulting firms in Ottawa40
Asset and wealth management consulting firms in London31
Asset and wealth management consulting firms in Oakville30
Asset and wealth management consulting firms in Burlington28
Asset and wealth management consulting firms in Markham27

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 asset and wealth management consulting firms, 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 asset and wealth management consulting firms are there based in Vancouver, Canada?

RevenueBase identified 93 asset and wealth management consulting firms headquartered in Vancouver, 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?

Harbourfront Wealth Management, headquartered in Vancouver, tops this list with the largest team on record.

Which city has the most asset and wealth management consulting firms?

Toronto leads with 287 headquartered companies, followed by Calgary (111) and Montreal (94).

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 489 verified decision-maker contacts tracked across these 93 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 21, 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.