Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Sydney, Australia

Name: Asset and wealth management consulting firms based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 340 companies tracked

RevenueBase identified 340 asset and wealth management consulting firms headquartered in Sydney, Australia as of September 2026 and tracks 6,143 professional contacts across them, including 3,093 with verified work emails. Sydney is the largest hub.

This list covers asset and wealth management consulting firms 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 21, 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 21, 2026 86% judged on-target in blind review

340Companies

6,143Contacts tracked

3,093Verified emails

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The 25 largest asset and wealth management consulting firms based in Sydney, Australia

Ranked by team size

Top 25 of 340 asset and wealth management consulting firms based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: 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	Perpetual Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	1,001-5,000	1,261 contacts →
	Indirect evidence “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Source: RevenueBase Database · checked Sep 21, 2026
2	ORD Minnett	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	201-500	556 contacts →
	Strong evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 21, 2026
3	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	201-500	412 contacts →
	Strong evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 21, 2026
4	PSK Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	201-500	223 contacts →
	Partial evidence “PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.” Source: RevenueBase Database · checked Sep 21, 2026
5	Wilsons Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	156 contacts →
	Indirect evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 21, 2026
6	AGEIS	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	150 contacts →
	Indirect evidence “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Source: RevenueBase Database · checked Sep 21, 2026
7	COUNT	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	147 contacts →
	Partial evidence “We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Source: RevenueBase Database · checked Sep 21, 2026
8	Koda Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	144 contacts →
	Strong evidence “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Source: RevenueBase Database · checked Sep 21, 2026
9	Fiducian Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	142 contacts →
	Strong evidence “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Source: RevenueBase Database · checked Sep 21, 2026
10	Grant Samuel	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	102 contacts →
	Indirect evidence “Full service independent advisory Founded in 1988, our goal has always been simple – consistently deliver innovative advice that is truly valuable to our clients.” Source: RevenueBase Database · checked Sep 21, 2026
11	Lending Association	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	82 contacts →
	Indirect evidence “Awarded.” Source: RevenueBase Database · checked Sep 21, 2026
12	KOSEC	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	81 contacts →
	Indirect evidence “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Source: RevenueBase Database · checked Sep 21, 2026
13	Amal, Part Of Iq-Eq	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	75 contacts →
	Indirect evidence “We are IQ-EQ, a leading investor services group employing 6500+ people across 24 jurisdictions worldwide.” Source: RevenueBase Database · checked Sep 21, 2026
14	Taylor Collison Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	68 contacts →
	Partial evidence “Taylor Collison is a leading financial services firm, providing advice and wealth creation services to private and institutional investors and corporate clients throughout…” Source: RevenueBase Database · checked Sep 21, 2026
15	MST Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	55 contacts →
	Indirect evidence “At MST Financial, we take pride in our Australian roots and our commitment to delivering independent financial services through our distinctive platforms.” Source: RevenueBase Database · checked Sep 21, 2026
16	Alteris Financial Group	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	51 contacts →
	Partial evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 21, 2026
17	Tribeca Investment Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	41 contacts →
	Indirect evidence “Tribeca Investment Partners is a specialist, active investment and advisory firm with offices in Sydney, Brisbane and Singapore.” Source: RevenueBase Database · checked Sep 21, 2026
18	Lipman Burgon & Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	37 contacts →
	Strong evidence “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Source: RevenueBase Database · checked Sep 21, 2026
19	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 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 21, 2026
20	People & Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	29 contacts →
	Indirect evidence “We know how busy our clients lives become, juggling business, family, individual needs or a combination of all three.” Source: RevenueBase Database · checked Sep 21, 2026
21	Enrizen Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	27 contacts →
	Indirect evidence “At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.” Source: RevenueBase Database · checked Sep 21, 2026
22	Providence Wealth Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	24 contacts →
	Strong evidence “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Source: RevenueBase Database · checked Sep 21, 2026
23	Esencia Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	24 contacts →
	Indirect 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 21, 2026
24	Atrium Investment Management	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	23 contacts →
	Partial evidence “Atrium Investment Management is a specialist global investment management firm based in Sydney.” Source: RevenueBase Database · checked Sep 21, 2026
25	QI Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	21 contacts →
	Partial evidence “Qi Wealth is a leading financial services company based in Sydney.” Source: RevenueBase Database · checked Sep 21, 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: asset and wealth management consulting firms. 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 asset and wealth management consulting firms.
Partial evidence: Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset and wealth management consulting firms. 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 340 asset and wealth management consulting firms based in Sydney, Australia

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Asset and wealth management consulting firms based in Sydney, Australia at a glance

As of Sep 21, 2026

50.3%Verified-email coverage

18.1Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

212

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 340 companies.

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 asset and wealth management consulting firms, 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 “asset and wealth management consulting firms”. 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 asset and wealth management consulting firms), 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 asset and wealth management consulting firms, 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, 3,093 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 21, 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.

Asset and wealth management consulting firms by metro in Australia

Asset and wealth management consulting firms in Sydney340
Asset and wealth management consulting firms in Melbourne209
Asset and wealth management consulting firms in Brisbane74
Asset and wealth management consulting firms in Perth48
Asset and wealth management consulting firms in Adelaide41
Asset and wealth management consulting firms in North Sydney38
Asset and wealth management consulting firms in Brisbane City27

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 asset and wealth management consulting firms, 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 asset and wealth management consulting firms are there based in Sydney, Australia?

RevenueBase identified 340 asset and wealth management consulting firms 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?

Perpetual Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most asset and wealth management consulting firms?

Sydney leads with 340 headquartered companies, followed by Melbourne (209) and Brisbane (74).

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 3,093 verified decision-maker contacts tracked across these 340 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 21, 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.