Dan Houcher Financial
“Our Family is very happy with all services that Dan has provided to us over the years.”
Best Financial Advisors near Stony Plain, AB
1 of these firms is based in Stony Plain; the others serve Stony Plain from towns including Edmonton, Spruce Grove and Acheson.
1 open 24/7 · 5 open weekends · 23 rated 4.5+ · 1 shows a licence
Data verified October 21, 2026
IPC Investment Corporation - Jim Hummel
Silver Maple Financial - IPC Investment Corporation
“Very personal and comfortable environment I will definitely meet with him again.”
Capital Edge Financial Planning
“I appreciate that a thorough assessment is performed initially and is updated on an ongoing basis in order to establish and adjust for the best possible investment plan.”
Adamitz Financial Solutions
“The agent went above and beyond to craft a plan that not only fits my budget but also gives me that extra peace of mind during my work hours.”
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The Financial Strategist
The 24 firms listed for Stony Plain, 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: Stony Plain, AB
23 of the 24 firms on this page have a rating, from 4.6 to 5.0 across 1,096 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (74%) and quality (64%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 1 is open around the clock; 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (6), retirement planning (3), business owners (2), business planning (2) and insurance (2). 1 shows a licence on its website and 1 lists staff certifications (CFP). 7 have ten or more years of experience, the longest 26 years. 1 offers urgent consultations; 3 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; 21 publish a contact page; 17 list a public email and 5 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 any financial advisers listed for Stony Plain offer a free first meeting?
3 of the 24 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.
Rothe Wealth Management Manulife Wealth
Vic Pipke Financial Professional
“Amazing experience, explained everything so an idiot like me could understand, great products, really knows his stuff.”
Trentini Financial
Voyage Financial Services
“Very professional and highly recommended to contact him for life insurance, travel Insurance or any kind of insurance and investment advise”
Money Mentors Edmonton
“Linda Mak is the leader in helping Albertans understand and get control of their finances.”
World Financial Group
“Tom had it doesn't matter if you have allot to invest or a little he treats all his customers the same.”
McGuire Financial Group
“Think it is worth while going to one of their Boot Camps.”
Blackburn Davis Financial
“These are GOOD people - smart, honest and straightforward - everything you'd want in someone looking after your money”
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KWB Accountants & Advisors
“What a great knowledgeable group 7 stars for miss deliahs kindness even in tough times”
Statera Financial Planners
“Today, I'm more than happy to recommend them to anyone looking for financial help and guidance.”
High Level Wealth Management
“I believe Kent has the best interests of his clients at heart and look forward to working with him for many years to come.”
Yourwealth Advisory / iA Private Wealth
“I've been able to achieve my lifestyle goals earlier than I expected.”
Gold Investment Management
“Gold Investment Management has managed my clients money and my personal portfolio for over 10 years.”
Bespoke Book
“We have done our family tax filing with them and it was very reasonable and smooth.”
Grow Your Wealth Financial Planning
“Shyam is excellent at what he does and he thinks for us like us.”
Clarity Wealth Counsel
“From the beginning (we have been with them for more than 2 years now) they have timely responses to emails or calls with explanations I can understand.”
Rick Fairley - Retirement Planner & Life Insurance Advisor
“He takes his time to make sure everything is understood clearly.”
Nobrega Financial
“If you have questions or are looking for a team to support you with your financial goals, I highly recommend this team and specifically Kurtis Schultz.”
Why these companies made our list
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