Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Sydney, Australia

RevenueBase identified 55 company matches for 401k plan advisors associated with Sydney, Australia as of September 2026 and tracks 463 professional contacts across them, including 204 with verified work emails and 40 with mobile numbers. Across Australia, Sydney is the largest hub for this category.

This list covers company matches for 401k plan advisors associated with Sydney, Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
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 company matches for 401k plan advisors based in Sydney, Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Sep 19, 202651-200181 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5032 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5024 contacts →

Exact match

“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5016 contacts →

Exact match

“Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5014 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5013 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5012 contacts →

Exact match

“We specialising in helping people make good financial decision.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5011 contacts →

Exact match

“Millennium Wealth is dedicated to providing quality financial advice to our clients.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-507 contacts →

Exact match

“We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-105 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-104 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Apex Wealth Services is a financial services company that caters for your holistic financial advice needs.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Whether you want to increase your assets and income or simply preserve and protect them, Franc Mark Sterling is here to help.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-104 contacts →

Exact match

“We are a full service financial services company with a professional team of over 50 years combined experience.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-503 contacts →

Exact match

“Brady & Associates Financial Advisers is a client wealth management advisory practice that operates under its own AFSL license on a fee for service basis.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-103 contacts →

Exact match

“We are a boutique financial planning firm offering you personalised and specialised financial advice and services.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-103 contacts →

Exact match

“We respect your lifestyle choices and will provide specialised, tailored advice for your needs.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-103 contacts →

Exact match

“Poole Advisory is a boutique advisory firm offering a suite of financial services to help you get your financials under control.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-103 contacts →

Exact match

“We believe that all Australians should have access to objective and affordable financial advice.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-502 contacts →

Exact match

“Principal Wealth Group is a boutique private advisory firm specialising in highly personalised strategic financial solutions and investment services.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-502 contacts →

Exact match

“TAG Financial is now part of BMP Wealth, and is a Corporate Authorised Representative of Australia National Investment Group PTY LTD.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“Benton is a place to employ smart financial strategies.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchSydney, AustraliaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“This left us with a set up that was simple and perfectly understandable for my wife and me.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 55 401k plan advisors based in Sydney, Australia

See the full list, filter by size, metro and specialty, and access 204 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
14
51-200
2
1,001-5,000
1

Freshness & accuracy

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

Email last verified

Median 21.5d

Company record updated

Median 85.0d

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Sydney, Australia whose business descriptions match “401k plan advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 204 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

401k plan advisors by metro in Australia

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “401k plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 55 company matches for 401k plan advisors associated with Sydney, Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Bridges Financial Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Australia has the most 401k plan advisors?

Sydney leads Australia with 55 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 204 professional contacts with verified work emails tracked across these 55 companies; direct dials are available where recorded.

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 SmartSearch, 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.