Best Financial Advisors near Conception Bay South, NL

1 of these firms is based in Conception Bay South; the others serve Conception Bay South from St. John's (15 km) and Mount Pearl (13 km).

9 rated 4.5+ · 1 shows a licence

Data verified November 8, 2026

Lupin Planning Group

Lupin Planning Group

Virtual consultationsLicensedSince 2022
221 Conception Bay Hwy Unit 1 & 2
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Thistle Financial

Thistle Financial

BBB accredited35+ years
Saint John's, NL · 15 km from Conception Bay South
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Ryco Financial

Ryco Financial

5.0 12 reviews
“The professionals at Ryco Financial help to make the process smoother and hassle free at every step of the way.”
25+ years
Saint John's, NL · 15 km from Conception Bay South
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Riche Investments

Riche Investments

5.0 6 reviews
“As a relatively new investor, Jamie Smith and Joe Riche have been very helpful and provide an unparalleled wealth of knowledge.”
Serves St. John’s areaFree consultation
Saint John's, NL · 15 km from Conception Bay South
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Principal Planning

Principal Planning

5.0 1 review
“Gerard provided professional advice that benefitted me while purchasing a home and while managing my investments.”
Free consultation3,000 clients servedPrices online
Saint John's, NL · 15 km from Conception Bay South
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Alec G. Henley Group

Alec G. Henley Group

4.5 1 review
75+ years
Saint John's, NL · 15 km from Conception Bay South
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The 15 firms listed for Conception Bay South, NL 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: Conception Bay South, NL

9 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 35 reviews. 1 shows a licence on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 1992. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 10 publish a contact page; 13 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 Conception Bay South offer a free first meeting?

2 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.

Frontier Wealth Management

Frontier Wealth Management

5.0 1 review
“Jim mason is amazing I have dealt with him for 30 years always top notch advice and I felt he always gave me solid financial advice .”
Since 2012
Mount Pearl, NL · 13 km from Conception Bay South
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Seafair Capital

Seafair Capital

Since 2012
Saint John's, NL · 15 km from Conception Bay South
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First Atlantic Financial

First Atlantic Financial

5.0 1 review
“Works to help you and your particular needs.”
Serves Ontario, AlbertaSince 1992Family-owned
Saint John's, NL · 15 km from Conception Bay South
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Thomas J Power Financial

Thomas J Power Financial

Mount Pearl, NL · 13 km from Conception Bay South
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Forecast Financial Management

Forecast Financial Management

Free consultationResponds within 24 hoursServes Mount Pearl areaSince 2001
Saint John's, NL · 15 km from Conception Bay South
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Ryan Financial

Ryan Financial

5.0 1 review
Saint John's, NL · 15 km from Conception Bay South
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The Crane Investment Group - BMO Nesbitt Burns Private Wealth

The Crane Investment Group - BMO Nesbitt Burns Private Wealth

Since 1992
Saint John's, NL · 15 km from Conception Bay South
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Manulife Securities

Manulife Securities

Saint John's, NL · 15 km from Conception Bay South
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Liveby Wealth Management

Liveby Wealth Management

Serves Newfoundland, Ontario
Saint John's, NL · 15 km from Conception Bay South
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HomeWealth Management AdvisorsNewfoundland and LabradorConception Bay South, NL

Why these companies made our list

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