Company lists · Data refreshed November 2026

Top 23 Asset management advisory services based in Australia

RevenueBase identified 933 company matches for asset management advisory services associated with Australia as of November 2026 and tracks 15,120 professional contacts across them, including 7,435 with verified work emails. Sydney is the largest hub.

This list covers company matches for asset management advisory services associated with 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 November 5, 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 Nov 5, 2026 How this list was built
933Companies
15,120Contacts tracked
7,435Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 23 largest asset management advisory services based in Australia

Ranked by team size
Top 23 of 933 company matches for asset management advisory services based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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 matchMelbourne, AustraliaHQ recorded Nov 5, 20261,001-5,0001,706 contacts →

Exact match

“We’re here to help you build financial security and grow your wealth with confidence.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Nov 5, 2026201-500601 contacts →

Exact match

“Ord Minnett is an Australian owned wealth management and investment services firm.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3Exact matchMelbourne, AustraliaHQ recorded Nov 5, 2026501-1,000566 contacts →

Exact match

“Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Nov 5, 2026201-500425 contacts →

Exact match

“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5Exact matchMelbourne, AustraliaHQ recorded Nov 5, 2026201-500330 contacts →

Exact match

“BlueRock is for entrepreneurs, by entrepreneurs.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact matchBrisbane City, AustraliaHQ recorded Nov 5, 2026201-500238 contacts →

Exact match

“For 25+ years, we've helped asset centric organisations, keep operations running and people safe, through reliable systems, quality data, and trusted advice.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7Exact matchMelbourne, AustraliaHQ recorded Nov 5, 202651-200192 contacts →

Exact match

“JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8Exact matchSouthbank, AustraliaHQ recorded Nov 5, 2026201-500169 contacts →

Exact match

“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9Exact matchMelbourne, AustraliaHQ recorded Nov 5, 202651-200158 contacts →

Exact match

“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10Exact matchKyogle, AustraliaHQ recorded Nov 5, 202611-50150 contacts →

Exact match

“Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Nov 5, 2026201-500137 contacts →

Exact match

“At MLC Asset Management, clients have trusted us to manage their investments for almost 40 years, and we have a strong history of innovation and growth.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12Exact matchMaroochydore, AustraliaHQ recorded Nov 5, 2026201-500124 contacts →

Exact match

“Infocus is in the business, of the business of financial advice.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13Exact matchSydney, AustraliaHQ recorded Nov 5, 202651-200111 contacts →

Exact match

“Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Nov 5, 202651-200107 contacts →

Exact match

“Full service independent advisory Founded in 1988, our goal has always been simple – consistently deliver innovative advice that is truly valuable to our clients.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Nov 5, 2026501-1,000107 contacts →

Exact match

“Wilsons Advisory is now part of the Canaccord Genuity Group.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16Exact matchArmidale, AustraliaHQ recorded Nov 5, 2026201-500102 contacts →

Exact match

“Welcome to Australia's trusted home of great advice.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17Exact matchSydney, AustraliaHQ recorded Nov 5, 202651-20099 contacts →

Exact match

“Gresham is a leading independent advisory and funds management firm.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18Exact matchSydney, AustraliaHQ recorded Nov 5, 2026201-50097 contacts →

Exact match

“We have rebranded from LGT Crestone to LGT Wealth Management.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19Exact matchMelbourne, AustraliaHQ recorded Nov 5, 202651-20091 contacts →

Exact match

“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Nov 5, 2026201-50083 contacts →

Exact match

“PPB Advisory is a leading advisory firm that is focused on helping organisations navigate critical and complex issues, improve their performance and realise their strategic goals.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21Exact matchSydney, AustraliaHQ recorded Nov 5, 20261,001-5,00082 contacts →

Exact match

“Fisher Investments® is a subsidiary of Fisher Asset Management, LLC (“FAM”) -an adviser serving individuals and institutions globally.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22Exact matchAdelaide, AustraliaHQ recorded Nov 5, 202611-5075 contacts →

Exact match

“BRS is an Australasian based advisory firm who provides services to organisations who procure, plan, design, build, operate, maintain or own asset infrastructure.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23Exact matchMelbourne, AustraliaHQ recorded Nov 5, 202651-20069 contacts →

Exact match

“We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

Showing 23 of 933 asset management advisory services based in Australia

See the full list, filter by size, metro and specialty, and access 7,435 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management advisory services based in Australia at a glance

As of Nov 5, 2026
49.2%Verified-email coverage
16.2Average contacts per company
1-10Median size (employees)
22.4%Largest-city concentration · Sydney
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
606
11-50
248
51-200
38
201-500
14
501-1,000
6
1,001-5,000
4
5,001-10,000
1
10001+
1

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 933 companies.

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 Australia whose business descriptions match “asset management advisory services” 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 7,435 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 November 5, 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.

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 “asset management advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management advisory services are there based in Australia?

RevenueBase identified 933 company matches for asset management advisory services associated with Australia as of November 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?

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

Which city has the most asset management advisory services?

Sydney leads with 209 company records, followed by Melbourne (102) and Brisbane (36).

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 7,435 professional contacts with verified work emails tracked across these 933 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 November 5, 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.