Popular Cities
15 firms listed · 7 in White Rock · 3 open weekends · 12 rated 4.5+
Data verified October 18, 2026
The 15 firms listed for White Rock, 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.
7 of the 15 firms we list are based in White Rock; the other 8 serve White Rock from Surrey (19 km) and Langley (18 km). 14 of the firms on this page have a rating, from 3.9 to 5.0 across 681 reviews; 5 have 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (90%) and quality (74%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 3 are open on Saturdays and 1 on Sundays. 8 have ten or more years of experience, the longest 27 years. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 13 list a public email and 3 take 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.
3 of the 15 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.
