Company lists · Data refreshed September 2026
Top 25 Wealth management advisors based in Winnipeg, Canada
RevenueBase identified 55 company matches for wealth management advisors associated with Winnipeg, Canada as of September 2026 and tracks 8,325 professional contacts across them, including 3,643 with verified work emails. Across Canada, Toronto is the largest hub for this category (255 companies); Winnipeg has 55.
This list covers company matches for wealth management advisors associated with Winnipeg, 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 19, 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.
The 25 largest wealth management advisors based in Winnipeg, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,589 contacts → | ||||
Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 841 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 623 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 32 contacts → | ||||
Exact match “Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “With over 40 years of client service and distinguished experience, Charlie Spiring’s national reputation and unfaltering commitment to excellence has attracted an elite team at…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “WFS Wealth & Financial Strategies was founded on the principles of quality advice and great service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “WPG has the people, the experience, and the products to help turn your financial dreams into a reality.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “We believe everyone deserves the chance to write their financial story.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Welcome to StollerWealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Originally known as Money Concepts when Ed Thompson founded the company.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Pavilion Financial Corporation is a diversified global investment services firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “We're a prairie based team dedicated to providing investment management, strategic wealth and risk planning for our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “We are a privately owned, relationship-based, boutique wealth management firm located in Winnipeg, Manitoba, Canada.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Granite Financial Group is an independent financial planning and investment management firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Allied is an independent wealth management firm focused on properly aligning client interests and adding value through a rational, consistant approach to investing.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “At A&S Financial, we are here for our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “We help people make smarter financial decisions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Founded in 1993, Winvest Financial is a team of financial professionals who create unique solutions to suit the needs and desires of our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Skye Wealth Planning specializes in personal and business financial planning, with an emphasis on a values-based approach.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Your Trusted Partner in Financial Growth & SecurityAt Northwell Group, we provide tailored wealth management services that go beyond generic solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “We take a comprehensive personal approach to your financial planning to provide you with ongoing positive results that help bring your retirement dreams to reality.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “At Howe, Harrell & Associates our advisors deliver personalized financial security plans.” Recorded in the RevenueBase company graph · Sep 19, 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 “wealth management advisors”. 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 55 wealth management advisors based in Winnipeg, Canada
See the full list, filter by size, metro and specialty, and access 3,643 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth management advisors based in Winnipeg, Canada at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Winnipeg, so it is reported there. Company counts and contact totals on this page are exact for Winnipeg, over 55 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 Winnipeg, Canada whose business descriptions match “wealth management advisors” 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 3,643 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 19, 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.
Wealth management advisors by metro in Canada
- Wealth management advisors in Toronto255
- Wealth management advisors in Calgary126
- Wealth management advisors in Vancouver106
- Wealth management advisors in Montreal81
- Wealth management advisors in Edmonton52
- Wealth management advisors in Ottawa52
- Wealth management advisors in Mississauga49
- 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 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 “wealth management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management advisors are there based in Winnipeg, Canada?
RevenueBase identified 55 company matches for wealth management advisors associated with Winnipeg, 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?
IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most wealth management advisors?
Toronto leads Canada with 255 company records, followed by Calgary (126) and Vancouver (106). Winnipeg has 55.
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 3,643 professional contacts with verified work emails tracked across these 55 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 55 wealth management advisors based in Winnipeg, Canada. Start with a free account, no credit card.
Download this list →Related lists
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- Wealth management advisors based in Porto Alegre, Brazil
- Wealth management advisors based in Rio De Janeiro, Brazil
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- Wealth management advisors based in Burlington, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management advisors based in Adelaide, Australia
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- Wealth management advisors based in Melbourne, Australia
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Company intelligence · public preview
Top 25 wealth management advisors based in Winnipeg, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 55 matching company records for wealth management advisors based in Winnipeg, Canada, with 8,325 tracked contacts and 3,643 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management advisors based in Winnipeg, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Winnipeg, MB, CanadaReported employees: 501-1,000 | Winnipeg, MB, Canada | 501-1,000 | Exact match | 841 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 32 contacts → |
“Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 32 contacts → |
“Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 8 contacts → |
“With over 40 years of client service and distinguished experience, Charlie Spiring’s national reputation and unfaltering commitment to excellence has attracted an elite team at…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 8 contacts → |
“WFS Wealth & Financial Strategies was founded on the principles of quality advice and great service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nelson Financial Consultantsnelsonfinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 6 contacts → |
“WPG has the people, the experience, and the products to help turn your financial dreams into a reality.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 6 contacts → |
“As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 5 contacts → |
“We believe everyone deserves the chance to write their financial story.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“Welcome to StollerWealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“Originally known as Money Concepts when Ed Thompson founded the company.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Winnipeg, MB, CanadaReported employees: 201-500 | Winnipeg, MB, Canada | 201-500 | Exact match | 3 contacts → |
“Pavilion Financial Corporation is a diversified global investment services firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“We're a prairie based team dedicated to providing investment management, strategic wealth and risk planning for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“We are a privately owned, relationship-based, boutique wealth management firm located in Winnipeg, Manitoba, Canada.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“Granite Financial Group is an independent financial planning and investment management firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“Allied is an independent wealth management firm focused on properly aligning client interests and adding value through a rational, consistant approach to investing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“At A&S Financial, we are here for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“We help people make smarter financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 2 contacts → |
“Founded in 1993, Winvest Financial is a team of financial professionals who create unique solutions to suit the needs and desires of our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“Skye Wealth Planning specializes in personal and business financial planning, with an emphasis on a values-based approach.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Northwell Groupthenorthwellgroup.com HQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 1 contacts → |
“Your Trusted Partner in Financial Growth & SecurityAt Northwell Group, we provide tailored wealth management services that go beyond generic solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 1 contacts → |
“We take a comprehensive personal approach to your financial planning to provide you with ongoing positive results that help bring your retirement dreams to reality.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Howe Harrell & Associateshhaa.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 1 contacts → |
“At Howe, Harrell & Associates our advisors deliver personalized financial security plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 55 company matches
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Wealth management advisors: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
55 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Winnipeg, so it is reported there. Company counts and contact totals on this page are exact for Winnipeg, over 55 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management advisors by metro in Canada
- Wealth management advisors in Toronto255
- Wealth management advisors in Calgary126
- Wealth management advisors in Vancouver106
- Wealth management advisors in Montreal81
- Wealth management advisors in Edmonton52
- Wealth management advisors in Ottawa52
- Wealth management advisors in Mississauga49
- 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
Questions about this company list
What does Exact match mean for wealth management advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management advisors did RevenueBase find based in Winnipeg, Canada?
The saved snapshot records 55 matching company records, 8,325 tracked contacts and 3,643 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth management advisors by geography
- Wealth management advisors based in Adelaide, Australia
- Wealth management advisors based in Brisbane, Australia
- Wealth management advisors based in Melbourne, Australia
- Wealth management advisors based in North Sydney, Australia
- Wealth management advisors based in Perth, Australia
- Wealth management advisors based in Sydney, Australia
- Wealth management advisors based in Belo Horizonte, Brazil
- Wealth management advisors based in Curitiba, Brazil
- Wealth management advisors based in Porto Alegre, Brazil
- Wealth management advisors based in Rio De Janeiro, Brazil
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Cite this list
RevenueBase Data Team. Top 25 wealth management advisors based in Winnipeg, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/canada/winnipeg.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management advisors based in Adelaide, Australia
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Company intelligence · public preview
Top 25 wealth management advisors based in Winnipeg, Canada
RevenueBase records 55 matching company records for wealth management advisors based in Winnipeg, Canada, with 8,325 tracked contacts and 3,643 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management advisors based in Winnipeg, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Winnipeg, MB, CanadaReported employees: 501-1,000 | Winnipeg, MB, Canada | 501-1,000 | Exact match | 841 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 32 contacts → |
“Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 32 contacts → |
“Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 8 contacts → |
“With over 40 years of client service and distinguished experience, Charlie Spiring’s national reputation and unfaltering commitment to excellence has attracted an elite team at…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 8 contacts → |
“WFS Wealth & Financial Strategies was founded on the principles of quality advice and great service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nelson Financial Consultantsnelsonfinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 6 contacts → |
“WPG has the people, the experience, and the products to help turn your financial dreams into a reality.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 6 contacts → |
“As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 5 contacts → |
“We believe everyone deserves the chance to write their financial story.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“Welcome to StollerWealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“Originally known as Money Concepts when Ed Thompson founded the company.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Winnipeg, MB, CanadaReported employees: 201-500 | Winnipeg, MB, Canada | 201-500 | Exact match | 3 contacts → |
“Pavilion Financial Corporation is a diversified global investment services firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“We're a prairie based team dedicated to providing investment management, strategic wealth and risk planning for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“We are a privately owned, relationship-based, boutique wealth management firm located in Winnipeg, Manitoba, Canada.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“Granite Financial Group is an independent financial planning and investment management firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“Allied is an independent wealth management firm focused on properly aligning client interests and adding value through a rational, consistant approach to investing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“At A&S Financial, we are here for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“We help people make smarter financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 2 contacts → |
“Founded in 1993, Winvest Financial is a team of financial professionals who create unique solutions to suit the needs and desires of our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 2 contacts → |
“Skye Wealth Planning specializes in personal and business financial planning, with an emphasis on a values-based approach.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Northwell Groupthenorthwellgroup.com HQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 1 contacts → |
“Your Trusted Partner in Financial Growth & SecurityAt Northwell Group, we provide tailored wealth management services that go beyond generic solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 1 contacts → |
“We take a comprehensive personal approach to your financial planning to provide you with ongoing positive results that help bring your retirement dreams to reality.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Howe Harrell & Associateshhaa.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 1 contacts → |
“At Howe, Harrell & Associates our advisors deliver personalized financial security plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 55 company matches
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Wealth management advisors: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
55 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Winnipeg, so it is reported there. Company counts and contact totals on this page are exact for Winnipeg, over 55 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management advisors by metro in Canada
- Wealth management advisors in Toronto255
- Wealth management advisors in Calgary126
- Wealth management advisors in Vancouver106
- Wealth management advisors in Montreal81
- Wealth management advisors in Edmonton52
- Wealth management advisors in Ottawa52
- Wealth management advisors in Mississauga49
- 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
Questions about this company list
What does Exact match mean for wealth management advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management advisors did RevenueBase find based in Winnipeg, Canada?
The saved snapshot records 55 matching company records, 8,325 tracked contacts and 3,643 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 wealth management advisors based in Winnipeg, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/canada/winnipeg.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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