Company lists · Data refreshed September 2026

Top 25 Investment advisory services based in Vancouver, Canada

RevenueBase identified 104 investment advisory services headquartered in Vancouver, Canada as of September 2026 and tracks 1,003 professional contacts across them, including 503 with verified work emails. Toronto is the largest hub.

This list covers investment advisory services 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
104Companies
1,003Contacts tracked
503Verified emails
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The 25 largest investment advisory services based in Vancouver, Canada

Ranked by team size
Top 25 of 104 investment advisory services based in Vancouver, Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory services: 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
1Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 2026201-500265 contacts →

Indirect 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 20, 2026
2Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 2026201-500109 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, 2026
3Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5067 contacts →

Indirect evidence

“At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261,001-5,00061 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202651-20050 contacts →

Indirect evidence

“ZLC is a boutique financial services firm based in Vancouver.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 2026n/a46 contacts →

Indirect evidence

“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceVancouver, CanadaHQ checked Sep 20, 202611-5025 contacts →

Indirect evidence

“We have been servicing investors since 1964.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5020 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, 2026
9Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-1018 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5010 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, 2026
13Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 2026201-5009 contacts →

Indirect 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 20, 2026
14Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-509 contacts →

Indirect 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 20, 2026
15Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Portfolio Planning is a one-stop-shop for all your financial planning needs.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Why SaaS Wealth Insurance?”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-507 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, 2026
18Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

“Arbutus Financial provides comprehensive financial services to businesses and individuals.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

“Welcome to Empower, the leading educational platform in the financial industry.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“At Shivji Financial Services, clients are friends and friends are like family.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-106 contacts →

Indirect 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 20, 2026
22Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-106 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 20, 2026
23Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“The Globe Investor”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-505 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, 2026
25Indirect evidenceVancouver, CanadaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Money can feel overwhelming, too many choices, too much jargon, too little clarity.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 104 investment advisory services based in Vancouver, Canada

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Investment advisory services based in Vancouver, Canada at a glance

As of Sep 20, 2026
50.1%Verified-email coverage
9.6Average contacts per company
1-10Median size (employees)
193.3%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
70
11-50
24
51-200
4
201-500
3
1,001-5,000
1
5,001-10,000
1

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 104 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 investment advisory services, 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 “investment advisory services”. 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 investment advisory services), 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 investment advisory services, 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, 503 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.

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 investment advisory services, 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 investment advisory services are there based in Vancouver, Canada?

RevenueBase identified 104 investment advisory services 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 investment advisory services?

Toronto leads with 201 headquartered companies, followed by Vancouver (104) and Calgary (101).

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 503 verified decision-maker contacts tracked across these 104 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.