Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Edmonton, Canada

RevenueBase identified 68 financial consulting firms headquartered in Edmonton, Canada as of September 2026 and tracks 246 professional contacts across them, including 108 with verified work emails and 19 with mobile numbers. Across Canada, Toronto is the largest hub for this category (313 companies); Edmonton has 66.

This list covers financial consulting firms headquartered in Edmonton, 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 12, 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 12, 2026 86% judged on-target in blind review
68Companies
246Contacts tracked
108Verified emails
19Mobile numbers
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The 25 largest financial consulting firms based in Edmonton, Canada

Ranked by team size
Top 25 of 68 financial consulting firms based in Edmonton, Canada, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to financial 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 202611-5022 contacts →

Partial evidence

“Sorrell Financial is a unique financial advisor.”

Source: RevenueBase Database · checked Sep 12, 2026
2Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 12, 202611-5016 contacts →

Indirect evidence

“Adept, aware and responsive, we’re invested in the prosperity of entrepreneurs, business owners, executives and professionals across Canada.”

Source: RevenueBase Database · checked Sep 12, 2026
3Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-1014 contacts →

Indirect evidence

“Life doesn't always follow a straight path.”

Source: RevenueBase Database · checked Sep 12, 2026
4Strong evidenceEdmonton, AB, CanadaHQ checked Sep 12, 202611-5010 contacts →

Strong evidence

“Jaberson & Associates has been handling personalized financial consulting and tax accounting services within the San Francisco area since With our experience in the financial…”

Source: RevenueBase Database · checked Sep 12, 2026
5Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-109 contacts →

Partial evidence

“Purchasing financial products that meet your needs now and in the future can be complex.”

Source: RevenueBase Database · checked Sep 12, 2026
6Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 202611-509 contacts →

Partial evidence

“JV Financial Through collaboration and expertise, JV Financial delivers wealth-building results with financial planning that’s personalized to you and your values.”

Source: RevenueBase Database · checked Sep 12, 2026
7Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 12, 202611-508 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
8Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 202611-507 contacts →

Partial evidence

“A financial strategy goes beyond an investment strategy.”

Source: RevenueBase Database · checked Sep 12, 2026
9Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 202611-506 contacts →

Partial evidence

“Benefits Consulting We help you take care of your employees.”

Source: RevenueBase Database · checked Sep 12, 2026
10Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-106 contacts →

Partial evidence

“DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.”

Source: RevenueBase Database · checked Sep 12, 2026
11Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-106 contacts →

Partial evidence

“Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business.”

Source: RevenueBase Database · checked Sep 12, 2026
12Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-105 contacts →

Partial evidence

“Your assurance of excellence in Advisor services At the heart of financial wellness, we are all individuals.”

Source: RevenueBase Database · checked Sep 12, 2026
13Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
14Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 202611-504 contacts →

Partial evidence

“Welcome to Clear Sky Private Wealth, iA Private Wealth - A More Successful Financial Relationship What does A More Successful Financial Relationship mean for your financial future?”

Source: RevenueBase Database · checked Sep 12, 2026
15Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-104 contacts →

Partial evidence

“Financial Strategies Group #210, 6271 Andrews Loop, S.W.”

Source: RevenueBase Database · checked Sep 12, 2026
16Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-103 contacts →

Indirect evidence

“At GYW, we understand that you work hard for your money and that you want to enjoy today and your future!”

Source: RevenueBase Database · checked Sep 12, 2026
17Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-102 contacts →

Indirect evidence

“Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead.”

Source: RevenueBase Database · checked Sep 12, 2026
18Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 202611-502 contacts →

Partial evidence

“Gold Capital Financial Services is a team dedicated to the design, implementation and management of financial plans for Self Employed, Business owners, Families, Associations and…”

Source: RevenueBase Database · checked Sep 12, 2026
19Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
20Indirect evidenceEdmonton, CanadaHQ checked Sep 12, 20261-102 contacts →

Indirect evidence

“Our focus is on learning about you, our client.”

Source: RevenueBase Database · checked Sep 12, 2026
21Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-102 contacts →

Indirect evidence

“Our Mission as independent advisors: We strive to provide a maximum level of value to our clients by being diligent, honest, efficient, and professional.”

Source: RevenueBase Database · checked Sep 12, 2026
22Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“We help people break the cycle of financial chaos and bring peace of mind to their lives through a range of services including advice only financial planning, hybrid financial…”

Source: RevenueBase Database · checked Sep 12, 2026
23Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-101 contacts →

Indirect evidence

“Your business is a top priority, and we specialize in providing a distinctive solution to optimize cash flow.”

Source: RevenueBase Database · checked Sep 12, 2026
24Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“Capital Edge Financial Planning is a financial services company based out of Canada.”

Source: RevenueBase Database · checked Sep 12, 2026
25Partial evidenceEdmonton, AB, CanadaHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“Personalized and curated investment advisory and consulting services for individuals, institutions, and businesses.”

Source: RevenueBase Database · checked Sep 12, 2026

Showing 25 of 68 financial consulting firms based in Edmonton, Canada

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Financial consulting firms based in Edmonton, Canada at a glance

As of Sep 12, 2026
43.9%Verified-email coverage
7.7%Mobile-number coverage
3.6Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
55
11-50
10
51-200
2

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

Company record updated

Median 68.0d

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 financial 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 Edmonton, Canada whose own description of what they do matches “financial 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 financial 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 financial consulting firms, and records with no verified work email. Companies headquartered outside Edmonton 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, 108 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 12, 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.

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 financial 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 financial consulting firms are there based in Edmonton, Canada?

RevenueBase identified 68 financial consulting firms headquartered in Edmonton, 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?

Sorrell Financial, headquartered in Edmonton, tops this list with the largest team on record.

Which city in Canada has the most financial consulting firms?

Toronto leads Canada with 313 headquartered companies, followed by Calgary (141) and Vancouver (136). Edmonton has 66.

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 108 verified decision-maker contacts tracked across these 68 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 12, 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.