Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Melbourne, Australia

Name: 401k plan advisors based in Melbourne, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 42 companies tracked

RevenueBase identified 42 401k plan advisors headquartered in Melbourne, Australia as of September 2026 and tracks 431 professional contacts across them, including 254 with verified work emails and 44 with mobile numbers. Sydney is the largest hub.

This list covers 401k plan advisors headquartered in Melbourne, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

42Companies

431Contacts tracked

254Verified emails

44Mobile numbers

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The 25 largest 401k plan advisors based in Melbourne, Australia

Ranked by team size

Top 25 of 42 401k plan advisors based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	First Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	101 contacts →
	Indirect evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 19, 2026
2	Wilson Pateras Accountants & Advisors	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	89 contacts →
	Partial evidence “Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Source: RevenueBase Database · checked Sep 19, 2026
3	Verse Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “At Verse, we take a wildly different approach to financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
4	Prosolution Private Office	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Source: RevenueBase Database · checked Sep 19, 2026
5	Guideway Financial Services	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “Guideway is the premier provider of quality, customised advisory services for large superannuation funds and independently minded advisory professionals.” Source: RevenueBase Database · checked Sep 19, 2026
6	Focus Partners Australia Link Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 19, 2026
7	Freedom Strategy Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Source: RevenueBase Database · checked Sep 19, 2026
8	Collins House	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026
9	Galley Associates	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.” Source: RevenueBase Database · checked Sep 19, 2026
10	Chronos Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Sep 19, 2026
11	Eikon Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 19, 2026
12	Lowe Lippmann Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Sep 19, 2026
13	Dreamwealth Financial Strategists	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “With over 15 years of experience in Financial Advising and 20 years in the Banking and Finance Industry all under one belt, you can trust that I am an experienced Financial…” Source: RevenueBase Database · checked Sep 19, 2026
14	Allan Advisory Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Established in 2008 with a view to providing high-quality, ethical, holistic financial advisory services to clients who want a personal and trusting relationship with an advisor.” Source: RevenueBase Database · checked Sep 19, 2026
15	Falconer Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At Falconer Advisers, our mission is simple – to share our collective expertise to help people take control of their financial future and build sustainable wealth.” Source: RevenueBase Database · checked Sep 19, 2026
16	Gain Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Maybe your life’s not on the steady, or maybe you’re just not numbers ready, whatever the case may be, you need an adviser that’s at the ready.” Source: RevenueBase Database · checked Sep 19, 2026
17	Australian Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Provide strategic financial advice to individuals” Source: RevenueBase Database · checked Sep 19, 2026
18	YTM Group PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “At YTM Group, we offer a comprehensive suite of financial and legal services designed to help individuals, families, and businesses achieve their goals.” Source: RevenueBase Database · checked Sep 19, 2026
19	The Finance Alliance	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “A well structured financial household leaves no money on the table.” Source: RevenueBase Database · checked Sep 19, 2026
20	Pillar Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	3 contacts →
	Indirect evidence “Pillar Financial offers the full suite of financial advice through our qualified, expert affiliates, with a dedicated focus on aligning with our clients’ diverse needs across:+…” Source: RevenueBase Database · checked Sep 19, 2026
21	Adeptx Cornell.Finance	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “We are a boutique financial advisory firm with deep experience across an extensive breadth of sectors and global markets.” Source: RevenueBase Database · checked Sep 19, 2026
22	Davis Private Wealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Financial Planning & Wealth Management - Helping you plan for a brighter future With ever changing superannuation rules, uncertain economic markets and global pandemics, careful…” Source: RevenueBase Database · checked Sep 19, 2026
23	Hudson Advisory Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Our goal at Hudson Advisory Group is to help our clients enjoy their lives to the fullest while preserving the security of their future, through providing a long-term service of…” Source: RevenueBase Database · checked Sep 19, 2026
24	Equity & LAW Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “At Equity & Law WEALTH, we are passionate in helping our valued clients obtain a secure financial future and achieve this due to having the required financial knowledge fit for…” Source: RevenueBase Database · checked Sep 19, 2026
25	Covenant Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 401k plan advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names 401k plan advisors.
Partial evidence: Its own public description names part of 401k plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name 401k plan advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 42 401k plan advisors based in Melbourne, Australia

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401k plan advisors based in Melbourne, Australia at a glance

As of Sep 19, 2026

58.9%Verified-email coverage

10.2%Mobile-number coverage

10.3Average contacts per company

1-10Median size (employees)

131.0%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 22.0d

1890–30

6331–60

261–90

090–180

0180+

Company record updated

Median 78.0d

00–30

8131–60

19861–90

12490–180

28180+

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Melbourne, Australia whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside Melbourne are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 254 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

401k plan advisors by metro in Australia

401k plan advisors in Sydney55
401k plan advisors in Melbourne42

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in Melbourne, Australia?

RevenueBase identified 42 401k plan advisors headquartered in Melbourne, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

First Financial, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

Sydney leads with 55 headquartered companies, followed by Melbourne (42) and Adelaide (18).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 254 verified decision-maker contacts tracked across these 42 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.