Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Edmonton, Canada

Name: Financial planning consulting firms based in Edmonton, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 64 companies tracked

RevenueBase identified 64 company matches for financial planning consulting firms associated with Edmonton, Canada as of September 2026 and tracks 260 professional contacts across them, including 142 with verified work emails. Across Canada, Toronto is the largest hub for this category (193 companies); Edmonton has 64.

This list covers company matches for financial planning consulting firms associated with Edmonton, Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

64Companies

260Contacts tracked

142Verified emails

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The 25 largest financial planning consulting firms based in Edmonton, Canada

Ranked by team size

Top 25 of 64 company matches for financial planning consulting firms based in Edmonton, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	A-Kan Insurance Proud Member Of Canadian Broker Network	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	42 contacts →
	Exact match “We provide expert financial advice to both individuals and businesses.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Gallo LLP	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	25 contacts →
	Exact match “Gallo LLP is an #accounting firm with offices in both Edmonton and Sherwood Park.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Sorrell Financial	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	22 contacts →
	Exact match “Sorrell Financial is a unique financial advisor.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Jaberson & Associates	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	10 contacts →
	Exact match “Jaberson & Associates has been handling personalized financial consulting and tax accounting services within the San Francisco area since With our experience in the financial…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	JV Financial	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	9 contacts →
	Exact match “JV Financial Through collaboration and expertise, JV Financial delivers wealth-building results with financial planning that’s personalized to you and your values.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Amiri Wealth Management	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Blackburn Davis Financial INC	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “We are Financial Planners at our core.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Tetz Powell Chartered Professional Accountants	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	8 contacts →
	Exact match “A full service accounting firm in Edmonton, Alberta with a wealth of knowledge and expertise.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Abacus Wealth Management	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	7 contacts →
	Exact match “A financial strategy goes beyond an investment strategy.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Belay Advisory	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	6 contacts →
	Exact match “Benefits Consulting We help you take care of your employees.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Dean Financial LTD	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Statera Financial Planners	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	RED Seal Financial LTD	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Your assurance of excellence in Advisor services At the heart of financial wellness, we are all individuals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Beyond Business Financial Solutions	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Clear SKY Private Wealth	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	4 contacts →
	Exact match “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?” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Financial Strategies Group	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “Financial Strategies Group #210, 6271 Andrews Loop, S.W.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Hill & Company Chartered Accountants LLP	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	51-200	3 contacts →
	Exact match “Hill & Company LLP was formed on January 1, 2014.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Grow Your Wealth Financial Planning	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “At GYW, we understand that you work hard for your money and that you want to enjoy today and your future!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	CBA Wealth	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Gold Capital Financial Services	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Strand Financial Services	Exact match	Edmonton, CanadaHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Our focus is on learning about you, our client.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Sader Financial Advisors Group	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Parallax Planning & Wealth	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “We offer clients a planning-first approach to wealth management, investment advice and financial coaching virtually and in person.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	HGA Wealth & Estate Planning	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “An integrated approach to your wealth.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Amani Financial	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 64 financial planning consulting firms based in Edmonton, Canada

See the full list, filter by size, metro and specialty, and access 142 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consulting firms based in Edmonton, Canada at a glance

As of Sep 30, 2026

54.6%Verified-email coverage

4.1Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole Canada list rather than for Edmonton, so it is reported there. Company counts and contact totals on this page are exact for Edmonton, over 64 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Edmonton, Canada whose business descriptions match “financial planning consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 142 professional contacts with verified work emails across the full matched dataset. 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 30, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning consulting firms by metro in Canada

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Edmonton, Canada?

RevenueBase identified 64 company matches for financial planning consulting firms associated with Edmonton, Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

A-Kan Insurance Proud Member Of Canadian Broker Network tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most financial planning consulting firms?

Toronto leads Canada with 193 company records, followed by Calgary (111) and Vancouver (93). Edmonton has 64.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 142 professional contacts with verified work emails tracked across these 64 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 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 SmartSearch, 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.