Best Financial Advisors near Bradford, ON

1 of these firms is based in Bradford; the others serve Bradford from Aurora (15 km), Newmarket (11 km) and Beeton (18 km).

1 open weekends · 7 rated 4.5+ · 1 shows a licence

Data verified October 21, 2026

M Montgomery Insurance

M Montgomery Insurance

Free consultationSince 2009
60 Kilkenny Trail
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Green Conway and Associates - IG Private Wealth Management

Green Conway and Associates - IG Private Wealth Management

5.0 100 reviews
“I have had the pleasure of working with the Green Group for 10+ years, they have always been honest, quick and ready to give the best advice the benefits me.”
Since 2022
Newmarket, ON · 11 km from Bradford
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TK Dale Wealth

TK Dale Wealth

5.0 28 reviews
“From the moment we started working with him, he has been extremely knowledgeable and professional.”
Serves Newmarket, York Region +2LicensedSince 2021
Newmarket, ON · 11 km from Bradford
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Johnson Financial Group

Johnson Financial Group

5.0 13 reviews
“We have been dealing with Jason McKittrick since 2015, and have found Johnson Financial Group to be very professional at all times and responsive to any claims we may have.”
30+ years
Aurora, ON · 15 km from Bradford
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Carruthers Walker Financial

Carruthers Walker Financial

5.0 10 reviews
“I have been investing with Carruthers Financial for years, they continue to be on top of their game when it comes to financial advice at every life stage.”
Aurora, ON · 15 km from Bradford
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Stonehaven Financial Group

Stonehaven Financial Group

5.0 1 review
“He was very thorough and took the time to explain anything we were unsure of.”
Since 1999
Aurora, ON · 15 km from Bradford
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The 15 firms listed for Bradford, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Bradford, ON

7 of the 15 firms on this page have a rating, and all of them are rated 5.0, across 206 reviews; 1 has 50 or more reviews. 1 is open on weekends. 1 shows a licence on its website. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 14 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Bradford offer a free first meeting?

3 of the 15 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

Gillespie Adams & Associates

Gillespie Adams & Associates

5.0 3 reviews
“Karin is amazing & everyone who I have dealt with via phone call & handoffs are very kind!”
Since 1985
Newmarket, ON · 11 km from Bradford
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Fundeco Financial

Fundeco Financial

Free consultation
Beeton, ON · 18 km from Bradford
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IPC Investment Corporation - Peter Ardill

IPC Investment Corporation - Peter Ardill

Virtual consultationsSince 1999Prices online
Aurora, ON · 15 km from Bradford
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Kelly Smith Group

Kelly Smith Group

Family-owned
Aurora, ON · 15 km from Bradford
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Lowdenclear Wealth Management

Lowdenclear Wealth Management

Aurora, ON · 15 km from Bradford
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Wealth Maximization Group

Wealth Maximization Group

Free consultationSince 2000
Newmarket, ON · 11 km from Bradford
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McKay Wealth Management Within RBC Dominion Securities

McKay Wealth Management Within RBC Dominion Securities

Since 2000Prices online
Newmarket, ON · 11 km from Bradford
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Hayhoe Financial / iA Investia

Hayhoe Financial / iA Investia

Responds within 24 hoursFree consultationSince 2014
Newmarket, ON · 11 km from Bradford
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Satara Capital

Satara Capital

Since 2007
Aurora, ON · 15 km from Bradford
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Why these companies made our list

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