Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 55 companies tracked

RevenueBase identified 55 401k plan advisors headquartered in Sydney, Australia as of September 2026 and tracks 463 professional contacts across them, including 204 with verified work emails and 40 with mobile numbers. Sydney is the largest hub.

This list covers 401k plan advisors headquartered in Sydney, 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

55Companies

463Contacts tracked

204Verified emails

40Mobile numbers

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

Ranked by team size

Top 25 of 55 401k plan advisors based in Sydney, 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	Bridges Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	181 contacts →
	Indirect evidence “At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Source: RevenueBase Database · checked Sep 19, 2026
2	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	32 contacts →
	Indirect evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 19, 2026
3	Esencia Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial evidence “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Source: RevenueBase Database · checked Sep 19, 2026
4	Diamond Blue Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Source: RevenueBase Database · checked Sep 19, 2026
5	Equil Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “At Equil Advisory our mission is to help more business owners ditch the daily grind of managing their money while moving towards their financial goals faster than they ever…” Source: RevenueBase Database · checked Sep 19, 2026
6	Ryker Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Source: RevenueBase Database · checked Sep 19, 2026
7	financialadvisor.com.au	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “We specialising in helping people make good financial decision.” Source: RevenueBase Database · checked Sep 19, 2026
8	Millennium Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Millennium Wealth is dedicated to providing quality financial advice to our clients.” Source: RevenueBase Database · checked Sep 19, 2026
9	Freshwater Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.” Source: RevenueBase Database · checked Sep 19, 2026
10	Horizon Wealth Management - Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At Horizon Wealth Management, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make the best use…” Source: RevenueBase Database · checked Sep 19, 2026
11	Capitalwise	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future.” Source: RevenueBase Database · checked Sep 19, 2026
12	Apex Wealth Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Apex Wealth Services is a financial services company that caters for your holistic financial advice needs.” Source: RevenueBase Database · checked Sep 19, 2026
13	Franc Mark Sterling	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Whether you want to increase your assets and income or simply preserve and protect them, Franc Mark Sterling is here to help.” Source: RevenueBase Database · checked Sep 19, 2026
14	Hunterwood Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “We are a full service financial services company with a professional team of over 50 years combined experience.” Source: RevenueBase Database · checked Sep 19, 2026
15	Brady & Associates Financial Advisers	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	3 contacts →
	Partial evidence “Brady & Associates Financial Advisers is a client wealth management advisory practice that operates under its own AFSL license on a fee for service basis.” Source: RevenueBase Database · checked Sep 19, 2026
16	Campbell Financial Group PTY LTD	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We are a boutique financial planning firm offering you personalised and specialised financial advice and services.” Source: RevenueBase Database · checked Sep 19, 2026
17	Agility Wealth Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We respect your lifestyle choices and will provide specialised, tailored advice for your needs.” Source: RevenueBase Database · checked Sep 19, 2026
18	Poole Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Poole Advisory is a boutique advisory firm offering a suite of financial services to help you get your financials under control.” Source: RevenueBase Database · checked Sep 19, 2026
19	Apexx Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We believe that all Australians should have access to objective and affordable financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
20	Principal Wealth Group	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	2 contacts →
	Partial evidence “Principal Wealth Group is a boutique private advisory firm specialising in highly personalised strategic financial solutions and investment services.” Source: RevenueBase Database · checked Sep 19, 2026
21	TAG Financial PTY Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “TAG Financial is now part of BMP Wealth, and is a Corporate Authorised Representative of Australia National Investment Group PTY LTD.” Source: RevenueBase Database · checked Sep 19, 2026
22	Wrightadams Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “At WrighAdams Advisory we specialise in providing professional strategic advice to help you improve your overall financial position and to ultimately achieve your long term…” Source: RevenueBase Database · checked Sep 19, 2026
23	Benton Asset Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Benton is a place to employ smart financial strategies.” Source: RevenueBase Database · checked Sep 19, 2026
24	DJT Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Dean O’Neill and Themi Karakaidos have 50 years of financial markets experience between them and have formed DJT Wealth in the CBD and Baulkham Hills.” Source: RevenueBase Database · checked Sep 19, 2026
25	Hpadvisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “This left us with a set up that was simple and perfectly understandable for my wife and me.” 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 55 401k plan advisors based in Sydney, Australia

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

As of Sep 19, 2026

44.1%Verified-email coverage

8.6%Mobile-number coverage

8.4Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Freshness & accuracy

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

Email last verified

Median 21.5d

1640–30

3731–60

361–90

090–180

0180+

Company record updated

Median 85.0d

00–30

9131–60

20161–90

15490–180

17180+

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 Sydney, 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 Sydney 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, 204 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 Sydney, Australia?

RevenueBase identified 55 401k plan advisors headquartered in Sydney, 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?

Bridges Financial Services, headquartered in Sydney, 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 204 verified decision-maker contacts tracked across these 55 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.