Best Financial Advisors in Orangeville, ON

10 firms listed · 5 in Orangeville · 7 rated 4.5+

Data verified October 18, 2026

Lismar Financial

Lismar Financial

Serves Orangeville areaFree consultation
43 First St
i
Manulife Wealth

Manulife Wealth

5.0 1 review
Since 2016
215 Centennial Rd Unit 11
i
Starview Financial Advisors

Starview Financial Advisors

Serves Ontario, British ColumbiaSince 2011
685 Riddell Rd Unit 102
i
Northern Lights Wealth Management

Northern Lights Wealth Management

5.0 1 review
64 Zina St
i
IPC Investment Corporation - Stephen Monaghan

IPC Investment Corporation - Stephen Monaghan

5.0 1 review
“We had our first experience with Stephen and his staff and were so impressed.”
Since 2011
7 Mill St
i
Book onlineBook
Wilmot Financial Services

Wilmot Financial Services

4.9 69 reviews
“Through the whole process everything has been organized, detailed and was delivered in very simple terms which was easy for us to understand.”
Free consultationSince 1994
Fergus, ON · 31 km from Orangeville
i

The 10 firms listed for Orangeville, 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: Orangeville, ON

5 of the 10 firms we list are based in Orangeville; the other 5 serve Orangeville from Fergus (31 km), Mono (5 km) and Shelburne (19 km). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 92 reviews; 1 has 50 or more reviews and 7 are rated 4.5 or higher. 4 have ten or more years of experience, the longest 19 years. 2 offer a free initial consultation. We have a website on file for 9 of the firms on this page; 8 publish a contact page; 6 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 Orangeville offer a free first meeting?

2 of the 10 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.

Book onlineBook
Northstar Wealth Management

Northstar Wealth Management

5.0 9 reviews
“For the first time in a long time we feel we finally have a solid investment and savings plan.”
Free consultationResponds within 24 hoursServes Fergus
Fergus, ON · 31 km from Orangeville
i
Dan Allen Financial

Dan Allen Financial

Serves Wellington County, Waterloo RegionSince 2007
Fergus, ON · 31 km from Orangeville
i
Peter Quinlan & Diane Sawyers Sun Life Financial

Peter Quinlan & Diane Sawyers Sun Life Financial

5.0 1 review
“I've been with her for quite some time now, and after having a very difficult experience with a previous advisor, I can honestly say that Diane has been a breath of fresh air.”
Shelburne, ON · 19 km from Orangeville
i
Durekar

Durekar

Mono, ON · 5 km from Orangeville
i
HomeWealth Management AdvisorsOntarioOrangeville, ON

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top