GT Wealth 安加財稅
“The advisor assigned to me offered valuable and professional financial advice tailored precisely to my family's unique needs.”
Best Financial Advisors in Richmond, BC
16 firms listed · all 16 in Richmond · 1 open weekends · 9 rated 4.5+ · 2 show a licence
Data verified October 18, 2026
Guaranti Wealthplus Financial 温顶金融
“The consultants are also very professional and have a good service attitude.”
SY. Wealth 云财富
“Their team exhibits remarkable attention to detail and is consistently accessible whenever assistance is needed.”
Elite Wealth Management
“Angela Fok and her team were professional , helpful, experience and patient in explaining insurance products and investment opportunity that is suitable for our family.”
Plantax Pacific Financial
“However, Plantax Pacific Financial and their business experts helped me a lot while I need them.”
Wealthsmart
“Although they are running a business, I feel as though they genuinely care about making sure we make the right decisions to achieve my goals.”
The 16 firms listed for Richmond, BC 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: Richmond, BC
All 16 firms we list here are in Richmond itself. We have 18 firms in Richmond on file; this page shows the highest-rated 16. 9 of the firms on this page have a rating, from 4.5 to 5.0 across 287 reviews; 2 have 50 or more reviews. 1 is open on weekends. 2 show a licence on their websites. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 15 of the firms on this page; 14 publish a contact page and 11 list a public email. 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 Richmond offer a free first meeting?
2 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.
Knowledge First Financial
Aristo Wealth Management
“In addition to the great service that I have received, I have also been very happy with the results of the wealth management strategies that have been implemented.”
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Royal Rock Wealth
Family Insurance Plans
Evertrust Financial Services
Panasia Financial Services
Enyoung Financial Services
Planning With Andrew
Aimity Financial Group - Aimity Financial
Goldenkey Investments Group & Goldenkey Accounting
Why these companies made our list
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