Company lists · Data refreshed September 2026
Top 25 Asset management consulting firms based in Australia
RevenueBase identified 1,994 asset management consulting firms headquartered in Australia as of September 2026 and tracks 18,781 professional contacts across them, including 9,974 with verified work emails. Sydney is the largest hub.
This list covers asset management consulting firms 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 14, 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.
The 25 largest asset management consulting firms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 556 contacts → | ||||
Partial evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 528 contacts → | ||||
Indirect evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 412 contacts → | ||||
Partial evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 316 contacts → | ||||
Indirect evidence “BlueRock is for entrepreneurs, by entrepreneurs.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 295 contacts → | ||||
Indirect evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 223 contacts → | ||||
Indirect evidence “PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 209 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 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 183 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 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 178 contacts → | ||||
Indirect evidence “Welcome to Australia's trusted home of great advice.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 169 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 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 156 contacts → | ||||
Indirect evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 150 contacts → | ||||
Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 150 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 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 144 contacts → | ||||
Partial 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 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 108 contacts → | ||||
Indirect evidence “Talis Consultants is now operating throughout Australia.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 103 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 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 101 contacts → | ||||
Indirect evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 99 contacts → | ||||
Indirect evidence “We provide the best solution, everytime.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 89 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 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 87 contacts → | ||||
Partial evidence “WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 77 contacts → | ||||
Indirect evidence “Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 77 contacts → | ||||
Partial evidence “BRS is an Australasian based advisory firm who provides services to organisations who procure, plan, design, build, operate, maintain or own asset infrastructure.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
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 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 management consulting firms.
- Partial evidence
- Its own public description names part of asset 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 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 1,994 asset management consulting firms based in Australia
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 9,974 reachable decision-makers.
Free signup · no credit card
Asset management consulting firms based in Australia at a glance
As of Sep 14, 2026Companies by employee count
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 1,994 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 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 Australia whose own description of what they do matches “asset 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 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 management consulting firms, 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, 9,974 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 14, 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 management consulting firms by metro
- Asset management consulting firms in Sydney298
- Asset management consulting firms in Melbourne186
- Asset management consulting firms in Brisbane95
- Asset management consulting firms in Adelaide59
- Asset management consulting firms in Perth58
- Asset management consulting firms in North Sydney32
- Asset management consulting firms in Brisbane City28
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 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 management consulting firms are there based in Australia?
RevenueBase identified 1,994 asset management consulting firms 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 consulting firms?
Sydney leads with 298 headquartered companies, followed by Melbourne (186) and Brisbane (95).
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 9,974 verified decision-maker contacts tracked across these 1,994 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 14, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,994 asset management consulting firms based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
- Asset management consulting firms based in Italy
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany