Control and Compound Financial
“Communications were clear and all our questions answered in a timely manner”
Best Financial Advisors in Dartmouth, NS
24 firms listed · 10 in Dartmouth · 1 open 24/7 · 1 open weekends · 20 rated 4.5+
Data verified November 7, 2026
Solveyourdebts
“They helped me pay down my debt, while giving budgeting advice the whole way.”
Damsel Financial Coaching
“I would highly recommend Danielle for financial coaching, she is very approachable, knowledgable and gives you practical tools for budgeting and meeting your financial goals.”
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Atlantic Wealth Management Limited
“What impressed me the most was their ability to tailor a comprehensive wealth management plan specifically to my needs and future goals (house purchase)!”
The Moore Wealth Group
“Dave always goes above and beyond for his clients and is fully knowledgeable about all aspects of financial advising and business creation.”
Foxgrove Benefit Consulting
The 24 firms listed for Dartmouth, NS 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: Dartmouth, NS
10 of the 24 firms we list are based in Dartmouth; the other 14 serve Dartmouth from Halifax and Bedford. 21 of the firms on this page have a rating, from 4.0 to 5.0 across 371 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. 1 lists staff certifications (CFP). Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 22 list a public email and 3 take 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.
Do firms listed for Dartmouth take financial planning bookings online?
3 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
R&R Wealth
SBW Wealth Management
IPC Investment Corporation - Gary Fortune
Theriault Financial
Gordon Stirrett Wealth Management
“Confidence and professionalism give me peace of mind for what ever the future holds.”
Wealth Creation Made Simple
“We have been clients for 10+ years and have been very satisfied with both the advice and return we have received!”
Eastport Financial Group
“Everyone was truly engaged and focused on making sure we felt comfortable and had all of our questions answered.”
Wiltshire Financial Management
“Doug has supported me in making good financial decisions around investing, retirement and savings.”
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Trinity Wealth Partners
“I highly recommend this business as I have done many times in the past to family and friends.”
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Worthy Financial
“Timothy was extremely knowledgeable and took the time to thoroughly review our entire situation.”
National Wealth Management
“I have had an exceptional experience with National Wealth Management, and their engagement and investment in their clients' success are outstanding.”
Himmelman & Associates Financial Advisors
“I have been working with Brian as my personal financial planner for the past 15 years and I find his professionalism, knowledge and enthusiasm unmatched.”
Healy Financial Planning
“Just finished our (not quite annual) review and am impressed with the organization (of our data), the information given, the full presentation and the follow up from the Healy staff.”
Starboard Wealth Planners
“This team puts me at ease by making me feel like they have my financial health on the front burner.”
April Stroink, Money Coach
Black Star Wealth
“I've worked with Wendy & her team for almost a decade from help with my personal financial literacy to planning with my business growth.”
Robert Sidney CFP
“He and his team have always been responsive, extremely well-informed, and innovative.”
Granville Group Insurance & Financial
“They are easy to deal with”
Why these companies made our list
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