Company lists · Data refreshed August 2026
Top 25 Asset management consulting firms based in Melbourne, Australia
RevenueBase identified 104 asset management consulting firms headquartered in Melbourne, Australia as of August 2026 and tracks 1,196 professional contacts across them, including 664 with verified work emails and 80 with mobile numbers. Sydney is the largest hub.
This list covers asset management consulting firms headquartered in Melbourne, 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 August 31, 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 Melbourne, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 525 contacts → | ||||
Indirect evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 2 | 83 contacts → | ||||
Indirect evidence “Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 3 | 71 contacts → | ||||
Indirect evidence “Azure Capital is a leading Australian corporate advisory firm with offices in Perth, Melbourne and Sydney.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 4 | 41 contacts → | ||||
Strong evidence “Generate Property Group is a privately owned independent real estate advisory firm specialising in development and project management as well as providing various asset management…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 5 | 38 contacts → | ||||
Indirect evidence “We strengthen advice models, we don’t reinvent them.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 6 | 22 contacts → | ||||
Indirect evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 7 | 18 contacts → | ||||
Indirect evidence “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 8 | 18 contacts → | ||||
Indirect evidence “For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 contacts → | ||||
Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Indirect evidence “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Indirect evidence “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Partial evidence “Reduxo provides physical asset audits for all types of assets across all types of industries including facilities and building fabric.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Partial evidence “Field & Kaye is a leading boutique property valuation and advisory firm, delivering independent, accurate and well-reasoned valuation advice across all major asset classes…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Strong evidence “PP & E Valuations Pty Ltd provides asset valuation and management services to corporate and government clients.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Strong evidence “Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Indirect evidence “Our mission is to help you make an educated and informed decision that suits you and your lifestyle.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 contacts → | ||||
Strong evidence “Kairos are independent Asset Management Consultants, assisting clients with compliance, risk and condition auditing services.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 20 | 8 contacts → | ||||
Strong evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Indirect evidence “PIECING TOGETHER YOUR FUTURE We understand that our clients have and continue to work long and hard to build a financial foundation and we consider that it is our job to help them…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Indirect evidence “SFGA is a privately owned boutique advisory group founded by Jason Sourasis in 2006.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Indirect evidence “Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Source: RevenueBase Database · checked Aug 31, 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 104 asset management consulting firms based in Melbourne, Australia
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Asset management consulting firms based in Melbourne, Australia at a glance
As of Aug 31, 2026Companies by employee count
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 Melbourne, 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 Melbourne 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, 664 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 August 31, 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 in Australia
- Asset management consulting firms in Sydney466
- Asset management consulting firms in Melbourne281
- Asset management consulting firms in Brisbane136
- Asset management consulting firms in Adelaide72
- Asset management consulting firms in Perth72
- Asset management consulting firms in North Sydney40
- Asset management consulting firms in Brisbane City35
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 Melbourne, Australia?
RevenueBase identified 104 asset management consulting firms headquartered in Melbourne, Australia as of August 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?
Bell Potter Securities, headquartered in Melbourne, tops this list with the largest team on record.
Which city has the most asset management consulting firms?
Sydney leads with 466 headquartered companies, followed by Melbourne (281) and Brisbane (136).
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 664 verified decision-maker contacts tracked across these 104 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on August 31, 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.
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