Company lists · Data refreshed September 2026

Top 25 Wealth management advisors based in Canada

Name: Wealth management advisors based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 1,783 companies tracked

RevenueBase identified 1,783 wealth management advisors headquartered in Canada as of September 2026 and tracks 52,673 professional contacts across them, including 17,806 with verified work emails. Toronto is the largest hub.

This list covers wealth management advisors headquartered in 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 19, 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 19, 2026 86% judged on-target in blind review

1,783Companies

52,673Contacts tracked

17,806Verified emails

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The 25 largest wealth management advisors based in Canada

Ranked by team size

Top 25 of 1,783 wealth management advisors based in Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management advisors: 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	RBC Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	10001+	8,191 contacts →
	Partial evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 19, 2026
2	IG Wealth Management	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	5,001-10,000	6,589 contacts →
	Strong evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 19, 2026
3	BMO Nesbitt Burns	Partial evidence	Toronto, CanadaHQ checked Sep 19, 2026	1,001-5,000	2,400 contacts →
	Partial evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 19, 2026
4	Raymond James LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	5,001-10,000	1,405 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
5	IA Private Wealth	Strong evidence	Montréal, QC, CanadaHQ checked Sep 19, 2026	201-500	1,050 contacts →
	Strong evidence “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Source: RevenueBase Database · checked Sep 19, 2026
6	Richardson Wealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	501-1,000	941 contacts →
	Strong evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 19, 2026
7	Canaccord Genuity Group INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1,001-5,000	913 contacts →
	Indirect evidence “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Source: RevenueBase Database · checked Sep 19, 2026
8	Wellington-Altus	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	501-1,000	841 contacts →
	Partial evidence “Founded in 2017, Wellington-Altus Private Wealth Inc.(Wellington-Altus) is the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies.” Source: RevenueBase Database · checked Sep 19, 2026
9	Investment Planning Counsel	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 19, 2026	501-1,000	807 contacts →
	Partial evidence “Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Source: RevenueBase Database · checked Sep 19, 2026
10	Desjardins Financial Security Independent Network	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1,001-5,000	686 contacts →
	Strong evidence “Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services…” Source: RevenueBase Database · checked Sep 19, 2026
11	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
12	ATB Wealth	Strong evidence	All Across, AB, CanadaHQ checked Sep 19, 2026	501-1,000	438 contacts →
	Strong evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 19, 2026
13	Canaccord Genuity Wealth Management Canada	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1,001-5,000	407 contacts →
	Strong evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
14	Aligned Capital Partners INC	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 19, 2026	51-200	331 contacts →
	Indirect evidence “Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Source: RevenueBase Database · checked Sep 19, 2026
15	Harbourfront Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 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 19, 2026
16	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Indirect evidence	Québec, CanadaHQ checked Sep 19, 2026	501-1,000	257 contacts →
	Indirect evidence “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Source: RevenueBase Database · checked Sep 19, 2026
17	FDP Gestion Privée	Indirect evidence	Montréal, QC, CanadaHQ checked Sep 19, 2026	51-200	228 contacts →
	Indirect evidence “Société de gestion de patrimoine s’adressant aux professionnels, dont l’offre de service comprend des fonds d’investissement, la gestion privée et la planification financière.” Source: RevenueBase Database · checked Sep 19, 2026
18	CIDEL	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	201-500	182 contacts →
	Indirect evidence “Cidel is a Canadian private bank and asset manager.” Source: RevenueBase Database · checked Sep 19, 2026
19	PWL Capital INC	Strong evidence	│ Montreal, QC, CanadaHQ checked Sep 19, 2026	51-200	124 contacts →
	Strong evidence “Great wealth management starts with a simple question: what matters most to you?” Source: RevenueBase Database · checked Sep 19, 2026
20	Prime Quadrant	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	116 contacts →
	Strong evidence “Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line.” Source: RevenueBase Database · checked Sep 19, 2026
21	Mandeville Private Client INC	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 19, 2026	51-200	97 contacts →
	Indirect evidence “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: RevenueBase Database · checked Sep 19, 2026
22	Newport Private Wealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	96 contacts →
	Strong evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 19, 2026
23	Owens Macfadyen Group	Strong evidence	Toronto, CanadaHQ checked Sep 19, 2026	51-200	94 contacts →
	Strong evidence “Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Source: RevenueBase Database · checked Sep 19, 2026
24	Edgepoint Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	91 contacts →
	Indirect evidence “EdgePointers think and act like business owners, and believe in putting investors first.” Source: RevenueBase Database · checked Sep 19, 2026
25	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	91 contacts →
	Strong evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 19, 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: wealth management 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 wealth management advisors.
Partial evidence: Its own public description names part of wealth management advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management 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 1,783 wealth management advisors based in Canada

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Wealth management advisors based in Canada at a glance

As of Sep 19, 2026

33.8%Verified-email coverage

29.5Average contacts per company

1-10Median size (employees)

14.3%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

1,323

11-50

325

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 1,783 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 wealth management 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 Canada whose own description of what they do matches “wealth management 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 wealth management 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 wealth management advisors, and records with no verified work email. Companies headquartered outside Canada 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, 17,806 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 19, 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.

Wealth management advisors by metro

Wealth management advisors in Toronto255
Wealth management advisors in Calgary126
Wealth management advisors in Vancouver106
Wealth management advisors in Montreal81
Wealth management advisors in Winnipeg55
Wealth management advisors in Edmonton52
Wealth management advisors in Ottawa52
Wealth management advisors in Mississauga49
Wealth management advisors in Quebec47
Wealth management advisors in Oakville36
Wealth management advisors in Burlington32
Wealth management advisors in London32
Wealth management advisors in Markham32
Wealth management advisors in Halifax28
Wealth management advisors in Waterloo25

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 wealth management 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 wealth management advisors are there based in Canada?

RevenueBase identified 1,783 wealth management advisors headquartered in 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?

RBC Wealth Management, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most wealth management advisors?

Toronto leads with 255 headquartered companies, followed by Calgary (126) and Vancouver (106).

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 17,806 verified decision-maker contacts tracked across these 1,783 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 19, 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.