Company lists · Data refreshed September 2026
Top 25 Institutional investment advisors based in Vancouver, Canada
RevenueBase identified 66 institutional investment advisors headquartered in Vancouver, Canada as of September 2026 and tracks 1,233 professional contacts across them, including 671 with verified work emails. Toronto is the largest hub.
This list covers institutional investment advisors 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 20, 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.
The 25 largest institutional investment advisors based in Vancouver, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 447 contacts → | ||||
Partial evidence “Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 133 contacts → | ||||
Partial evidence “We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 109 contacts → | ||||
Indirect evidence “Effective May 1, 2024, PI Financial Corp.(PI) has officially changed its name to Ventum Financial Corp.(Ventum).” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 61 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 50 contacts → | ||||
Indirect evidence “ZLC is a boutique financial services firm based in Vancouver.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 25 contacts → | ||||
Indirect evidence “We have been servicing investors since 1964.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 20 contacts → | ||||
Partial evidence “Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 18 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 17 contacts → | ||||
Indirect evidence “George & Bell Consulting Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Partial evidence “At Deans Knight, we are independent wealth creators guided by our investment philosophy: investing can be extraordinarily complex-the genius is in keeping it simple.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Indirect evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Indirect evidence “Why SaaS Wealth Insurance?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “Arbutus Financial provides comprehensive financial services to businesses and individuals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “The Globe Investor” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Partial evidence “We are an employee owned investment management firm based in Vancouver, BC.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “Established in 2018, Ballantyne Capital is a Vancouver-based investment firm specializing in North American stocks and bonds.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Strong evidence “Anchor Pacific provides sophisticated full-access investment platforms and customized solutions, risk management advisory services, and proprietary risk software to high net worth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “As a Vancouver based financial advisory firm, Sequoia Partners Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Friedt Financial is a company based out of Vancouver, British Columbia, Canada.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Based in British Columbia, Canada, our goal is simple: to protect the wealth that small businesses and families have worked hard to build.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: institutional investment advisors. 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 institutional investment advisors.
- Partial evidence
- Its own public description names part of institutional investment advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name institutional investment advisors. 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 66 institutional investment advisors based in Vancouver, Canada
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Institutional investment advisors based in Vancouver, Canada at a glance
As of Sep 20, 2026Companies by employee count
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 66 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 institutional investment advisors, 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 “institutional investment advisors”. 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 institutional investment advisors), 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 institutional investment advisors, 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, 671 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 20, 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.
Institutional investment advisors by metro in Canada
- Institutional investment advisors in Toronto166
- Institutional investment advisors in Vancouver66
- Institutional investment advisors in Montreal57
- Institutional investment advisors in Calgary53
- Institutional investment advisors in Winnipeg33
- Institutional investment advisors in London29
- Institutional investment advisors in Mississauga29
- Institutional investment advisors in Edmonton27
- Institutional investment advisors in Quebec27
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 institutional investment advisors, 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 institutional investment advisors are there based in Vancouver, Canada?
RevenueBase identified 66 institutional investment advisors 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?
Nicola Wealth, headquartered in Vancouver, tops this list with the largest team on record.
Which city has the most institutional investment advisors?
Toronto leads with 166 headquartered companies, followed by Vancouver (66) and Montreal (57).
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 671 verified decision-maker contacts tracked across these 66 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 20, 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.
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