Kranzler Financial Services
“Kevin helped me understand the importance of life insurance and took the time to explain everything in detail.”
Best Financial Advisors in Lethbridge, AB
16 firms listed · all 16 in Lethbridge · 1 open weekends · 8 rated 4.5+
Data verified October 18, 2026
Volution
“I have dealt with Jaden at Volution for over 5 years, his advice is always clear, honest, and professional and his dedication to his customers is second to none.”
Cox Financial Group
“The service levels are excellent and the whole staff is knowledgeable and provide great options and advice to us.”
Financial Health Associates
“Today we had super good experience with this company, the agent Ellie Orsten was super quick and very friendly.”
Bridge Benefits
“Rob took the time to explain everything that was involved and the differences between our options so that we could make an informed decision.”
Quintus Financial
“She is kind knowledgeable and knows how to make your money money!”
The 16 firms listed for Lethbridge, AB 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: Lethbridge, AB
All 16 firms we list here are in Lethbridge itself. 8 of the firms on this page have a rating, from 4.8 to 5.0 across 84 reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (81%) and responsiveness (76%). 1 is open on Saturdays. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 3 offer a free initial consultation. We have a website on file for 15 of the firms on this page; 12 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.
Do any financial advisers listed for Lethbridge offer a free first meeting?
3 of the 16 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.
Spero Financial Group
“She has helped us through starting a business, buying a house, and planning a wedding!”
Pavan Stevenson Wealth - RBC Dominion Securities
The Master Plan Wealth Management
Terry Clark Financial & Estate Planning
John Talerico Financial Svc
Manulife Wealth: Mark Schmitz - Associate Portfolio Manager
McNally Group
Leavitt Group Private Wealth Management
Book onlineBook
Venn Wealth Partners
Dan Bastian Financial Advisor Kesler & Associates
Why these companies made our list
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