Company lists · Data refreshed September 2026

Top 25 Asset management consultants based in Australia

RevenueBase identified 1,662 asset management consultants headquartered in Australia as of September 2026 and tracks 15,852 professional contacts across them, including 8,926 with verified work emails. Sydney is the largest hub.

This list covers asset management consultants headquartered in 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
1,662Companies
15,852Contacts tracked
8,926Verified emails
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The 25 largest asset management consultants based in Australia

Ranked by team size
Top 25 of 1,662 asset management consultants based in Australia, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consultants: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMelbourne, AustraliaHQ checked Sep 21, 20261,001-5,0001,664 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
2Partial evidenceSydney, AustraliaHQ checked Sep 21, 2026201-500556 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceMelbourne, AustraliaHQ checked Sep 21, 2026501-1,000528 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidenceSydney, AustraliaHQ checked Sep 21, 2026201-500412 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceMelbourne, AustraliaHQ checked Sep 21, 2026201-500316 contacts →

Indirect evidence

“BlueRock is for entrepreneurs, by entrepreneurs.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceMelbourne, AustraliaHQ checked Sep 21, 2026201-500295 contacts →

Indirect evidence

“Viridian Financial Group is a leading Australian diversified financial services business.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceSydney, AustraliaHQ checked Sep 21, 2026201-500223 contacts →

Indirect evidence

“PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceBrisbane City, AustraliaHQ checked Sep 21, 2026201-500209 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceMelbourne, AustraliaHQ checked Sep 21, 202651-200183 contacts →

Indirect evidence

“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceSydney, AustraliaHQ checked Sep 21, 202651-200181 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 21, 2026
11Indirect evidenceArmidale, AustraliaHQ checked Sep 21, 2026201-500178 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
12Strong evidenceSouthbank, AustraliaHQ checked Sep 21, 2026201-500169 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceMelbourne, AustraliaHQ checked Sep 21, 202651-200150 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceKyogle, AustraliaHQ checked Sep 21, 202611-50150 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceBallarat, AustraliaHQ checked Sep 21, 202611-50103 contacts →

Indirect evidence

“PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceMelbourne, AustraliaHQ checked Sep 21, 202651-200101 contacts →

Indirect evidence

“Who is First Financial?”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceDevonport, AustraliaHQ checked Sep 21, 202651-20099 contacts →

Indirect evidence

“We provide the best solution, everytime.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceMelbourne, AustraliaHQ checked Sep 21, 202651-20089 contacts →

Indirect evidence

“Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceSydney, AustraliaHQ checked Sep 21, 202651-20082 contacts →

Indirect evidence

“Awarded.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceHindmarsh, AustraliaHQ checked Sep 21, 202651-20077 contacts →

Indirect evidence

“Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceSydney, AustraliaHQ checked Sep 21, 202651-20068 contacts →

Indirect 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
22Indirect evidenceParramatta, AustraliaHQ checked Sep 21, 202651-20067 contacts →

Indirect evidence

“At CIB, we go beyond the numbers.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceMelbourne, AustraliaHQ checked Sep 21, 202651-20062 contacts →

Indirect evidence

“Founded in 2005, we are an independent consulting firm with a skilled, dynamic team that works with governments, financiers, infrastructure operators and developers.”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceTamworth, AustraliaHQ checked Sep 21, 202651-20062 contacts →

Indirect evidence

“For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceChadstone, AustraliaHQ checked Sep 21, 2026n/a62 contacts →

Indirect evidence

“Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 1,662 asset management consultants based in Australia

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Asset management consultants based in Australia at a glance

As of Sep 21, 2026
56.3%Verified-email coverage
9.5Average contacts per company
1-10Median size (employees)
14.4%Largest-city concentration · Sydney
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
1,166
11-50
425
51-200
46
201-500
10
501-1,000
3
1,001-5,000
2

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 1,662 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 management consultants, 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 Australia whose own description of what they do matches “asset management consultants”. 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 management consultants), 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 management consultants, and records with no verified work email. Companies headquartered outside Australia 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, 8,926 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.

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 management consultants, 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 management consultants are there based in Australia?

RevenueBase identified 1,662 asset management consultants headquartered in 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?

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

Which city has the most asset management consultants?

Sydney leads with 239 headquartered companies, followed by Melbourne (161) and Brisbane (64).

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 8,926 verified decision-maker contacts tracked across these 1,662 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.