Best Financial Advisors near Clarington, ON

These firms serve Clarington from nearby bases in towns including Oshawa, Newcastle and Orono.

14 firms listed · 1 open weekends · 8 rated 4.5+ · 1 shows a licence

Data verified October 16, 2026

Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

5.0 73 reviews
“Have been working with Chad and Alisha for years and it's always a pleasant experience.”
Free consultationServes Toronto, Oshawa +10LicensedSince 2019FinancingPrices online
Orono, ON · 5 km from Clarington
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Financial Planner I B G Financial Corp. I the Max Financial

Financial Planner I B G Financial Corp. I the Max Financial

4.9 43 reviews
“Brandon responds quickly, is well informed about market trends and always takes the time to understand our financial needs while helping us select the most appropriate option.”
Free consultationResponds within 24 hoursServes Durham Region, Greater Toronto Area
Oshawa, ON · 20 km from Clarington
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Book onlineBook
Larmond Risk Management Insurance

Larmond Risk Management Insurance

5.0 24 reviews
“We felt confident in his advice and appreciated his detailed explanations that put us at ease.”
Since 2011Family-owned
Oshawa, ON · 20 km from Clarington
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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

5.0 16 reviews
“My wife and I are so pleased to be dealing with a financial advisor that not only has intense passion for what he does, Johnathan is very good at explaining it to us on our path to a comfortable retirement”
Serves Whitby, Belleville +5Since 2022
Oshawa, ON · 20 km from Clarington
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Lake Front Financial

Lake Front Financial

5.0 1 review
Responds within 24 hoursServes OshawaFree consultationSince 2010
Oshawa, ON · 20 km from Clarington
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The Money Cafe Corporation

The Money Cafe Corporation

Oshawa, ON · 20 km from Clarington
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The 14 firms listed for Clarington, 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: Clarington, ON

10 of the 14 firms on this page have a rating, from 3.0 to 5.0 across 194 reviews; 1 has 50 or more reviews and 8 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a licence on its website. 4 have ten or more years of experience, the longest 19 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 13 of the firms on this page; 11 publish a contact page; 9 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

On Point Wealth & Risk Management

On Point Wealth & Risk Management

5.0 2 reviews
“I was struggling with an issue, and Steve went above and beyond to help me get back on my feet.”
Bowmanville, ON · 7 km from Clarington
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Insch Wealth Management

Insch Wealth Management

5.0 2 reviews
“Jackie and Stephen were incredibly helpful when we needed to coordinate the release of RRSP/investment funds for a down payment on our first home.”
Since 2007
Newcastle, ON · 3 km from Clarington
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White R J Financial

White R J Financial

5.0 1 review
Oshawa, ON · 20 km from Clarington
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Suchan McQuaid Wealth Management

Suchan McQuaid Wealth Management

Since 2005
Oshawa, ON · 20 km from Clarington
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Roche Financial Group

Roche Financial Group

3.7 3 reviews
“I recently had a wonderful experience the team was beyond friendly they fixed the issued with my taxes 10/10 would definitely recommend.”
15+ years
Oshawa, ON · 20 km from Clarington
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Goals Based Financial Planning

Goals Based Financial Planning

Oshawa, ON · 20 km from Clarington
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RJY Wealth Management

RJY Wealth Management

Newcastle, ON · 3 km from Clarington
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Specialty Wealth & Financial

Specialty Wealth & Financial

Virtual consultationsSince 2007
Newcastle, ON · 3 km from Clarington
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HomeWealth Management AdvisorsOntarioClarington, ON

Why these companies made our list

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