The leading firm scores 9.4 overall, ahead of the runner-up at 9.0
Wellington-Altus Private Wealth Inc. earned a 9.4 overall rating in Investment Executive's 2026 Brokerage Report Card, the highest among 14 dealers surveyed.
Its advisors also gave it a net promoter score of 95.6, the strongest in the field and well above the 70 threshold the survey treats as exceptional.
Wellington-Altus, founded in 2017, led the field in the categories advisors weigh most, including products and support for high-net-worth clients, financial planning support and technology, and support for remote system access and transactions.
The data records its remote-access rating at 9.9, financial planning support at 9.7, and high-net-worth products and support at 9.5.
On firm culture, it scored 9.8 for leadership team, strategic focus, and receptiveness to advisor feedback, the top marks in those categories.
The firm also reported crossing $50bn in assets under administration ahead of its November 2026 target, adding more than $10bn over the past nine months.
It attributed the growth of more than 20 percent to organic expansion and advisor recruitment, according to the release.
Wellington-Altus said more than 140 advisor teams and over 1,000 employees have joined.
Shaun Hauser, founder and CEO of Wellington-Altus Financial, said reaching $50bn in AUA in nine years reflected the firm's growth trajectory.
Advisors and the industry, he said, were "ready for the entrepreneurial culture shift" Wellington-Altus was delivering.
The report card draws on voluntary phone interviews with advisors, who rate their own firms on a scale of zero to 10.
The publication noted the series is not a ranking exercise or awards program and does not base results on sales, revenue, or assets.
The report card ranked Leede Financial second among 14 firms with a 9.0 overall rating, followed by RBC Dominion Securities at 8.9 and National Bank Financial at 8.8, according to Investment Executive.
CG Wealth Management, iA Private Wealth, Richardson Wealth, and ScotiaMcLeod tied at 8.6.
