Green Private Wealth
“We would highly recommend Dave and the team at Green Private Wealth.”
Best Financial Advisors in Woodstock, ON
10 firms listed · 6 in Woodstock · 2 open weekends · 4 rated 4.5+
Data verified October 16, 2026
Mw&co. Wealth Management
“We have remained with this office even when we have moved two hours west of Woodstock.”
GEM Financial Group
J Laffin Financial
Sun Life Financial
“By far one of the best customer service people I've ever met and it's so refreshing because they're hard to find in this day and age.”
Derek Brown
The 10 firms listed for Woodstock, 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: Woodstock, ON
6 of the 10 firms we list are based in Woodstock; the other 4 serve Woodstock from Tavistock (22 km), Bright (19 km) and Ayr (30 km). 5 of the firms on this page have a rating, from 4.3 to 5.0 across 42 reviews; 4 are rated 4.5 or higher. 2 are open on weekends. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2) and tax planning (2). Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 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 and 6 list a public email. 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.
Why are financial advisers outside Woodstock listed here?
6 of the 10 firms are in Woodstock itself. The rest come from other towns within 30 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Raymer Financial | iA Private Wealth
“It is always a pleasure to meet with Andrew at Raymer Financial for our yearly meeting.”
Hamilton Insurance & Financial Management
“I am also thankful for how Mike makes it easy to understand our investment portfolio and keeps in regular contact with us.”
Ayr Financial Services
Livy Financial Planning
Why these companies made our list
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