Company lists · Data refreshed September 2026

Top 24 Association financial advisory firms based in Australia

Name: Association financial advisory firms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 1,444 companies tracked

RevenueBase identified 1,444 association financial advisory firms headquartered in Australia as of September 2026 and tracks 17,785 professional contacts across them, including 9,295 with verified work emails. Sydney is the largest hub.

This list covers association financial advisory 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 19, 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 19, 2026 86% judged on-target in blind review

1,444Companies

17,785Contacts tracked

9,295Verified emails

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The 24 largest association financial advisory firms based in Australia

Ranked by team size

Top 24 of 1,444 association financial advisory firms based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory 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	Pitcher Partners	Partial evidence	Docklands, AustraliaHQ checked Sep 19, 2026	1,001-5,000	1,531 contacts →
	Partial evidence “Accounting and business advisory experts sharing insights about issues impacting family-controlled and privately owned businesses, high net-worth individuals, the public sector…” Source: RevenueBase Database · checked Sep 19, 2026
2	PKF - Australia	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	501-1,000	1,005 contacts →
	Partial evidence “PKF is a global community where dynamic business and wealth advisors can belong, grow, and thrive.” Source: RevenueBase Database · checked Sep 19, 2026
3	VBP	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1,001-5,000	882 contacts →
	Indirect evidence “Built for Advice Firms.” Source: RevenueBase Database · checked Sep 19, 2026
4	ORD Minnett	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	201-500	556 contacts →
	Indirect evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 19, 2026
5	Bell Potter Securities	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	501-1,000	528 contacts →
	Strong evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 19, 2026
6	Viridian Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	201-500	295 contacts →
	Partial evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 19, 2026
7	Shadforth Financial Group LTD	Partial evidence	North Sydney, AustraliaHQ checked Sep 19, 2026	201-500	295 contacts →
	Partial evidence “Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Source: RevenueBase Database · checked Sep 19, 2026
8	PSK Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
9	Jana Investment Advisers	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	183 contacts →
	Partial 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 19, 2026
10	Bridges Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	181 contacts →
	Partial 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 19, 2026
11	Invest Blue	Indirect evidence	Armidale, AustraliaHQ checked Sep 19, 2026	201-500	178 contacts →
	Indirect evidence “Welcome to Australia's trusted home of great advice.” Source: RevenueBase Database · checked Sep 19, 2026
12	Astute Financial Management	Partial evidence	Toowong, AustraliaHQ checked Sep 19, 2026	n/a	172 contacts →
	Partial evidence “Operating since Astute has established itself as a highly respected financial services aggregator and dealer group with a membership base comprising more than 500 finance…” Source: RevenueBase Database · checked Sep 19, 2026
13	Insurance Advisernet Australia	Partial evidence	North Sydney, AustraliaHQ checked Sep 19, 2026	51-200	172 contacts →
	Partial evidence “Insurance Advisernet Australia is a principal member of the National Insurance Brokers Association (NIBA) and a member of the publicly listed AUB Group, who have $9.5 billion of…” Source: RevenueBase Database · checked Sep 19, 2026
14	Advisory Board Centre	Partial evidence	Brisbane City, AustraliaHQ checked Sep 19, 2026	n/a	153 contacts →
	Partial evidence “As the leading professional body for the advisory sector, the Advisory Board Centre works collectively with its members to raise the standard of the global advisory sector -…” Source: RevenueBase Database · checked Sep 19, 2026
15	Evans & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	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 19, 2026
16	Connect Business Solutions	Strong evidence	Kyogle, AustraliaHQ checked Sep 19, 2026	11-50	150 contacts →
	Strong 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 19, 2026
17	Fiducian Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	142 contacts →
	Partial 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 19, 2026
18	BOYCE	Indirect evidence	Cooma, AustraliaHQ checked Sep 19, 2026	51-200	139 contacts →
	Indirect evidence “With genuine care, Boyce delivers professional advice that empowers people in Australia’s vibrant regional communities to thrive.” Source: RevenueBase Database · checked Sep 19, 2026
19	Entireti	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	114 contacts →
	Partial evidence “In a time of industry transformation, innovation and constant change, Entireti supports advisory practices and their advisers to adapt and thrive.” Source: RevenueBase Database · checked Sep 19, 2026
20	Financial Advice Association Australia Faaa	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	113 contacts →
	Strong evidence “The Financial Advice Association Australia is Australia’s leading professional association for the financial advice profession, and advocates for the interests of financial…” Source: RevenueBase Database · checked Sep 19, 2026
21	PPT	Partial evidence	Ballarat, AustraliaHQ checked Sep 19, 2026	11-50	103 contacts →
	Partial 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 19, 2026
22	First Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	101 contacts →
	Partial evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 19, 2026
23	Gresham Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	96 contacts →
	Partial evidence “Gresham is a leading independent advisory and funds management firm.” Source: RevenueBase Database · checked Sep 19, 2026
24	Empower Wealth	Partial evidence	North Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	85 contacts →
	Partial evidence “Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Source: RevenueBase Database · checked Sep 19, 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: association financial advisory 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 association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory 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 24 of 1,444 association financial advisory firms based in Australia

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Association financial advisory firms based in Australia at a glance

As of Sep 19, 2026

52.3%Verified-email coverage

12.3Average contacts per company

1-10Median size (employees)

12.9%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

914

11-50

437

51-200

201-500

501-1,000

1,001-5,000

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 1,444 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 association financial advisory 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 “association financial advisory 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 association financial advisory 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 association financial advisory 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, 9,295 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 19, 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.

Association financial advisory firms by metro

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 association financial advisory 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 association financial advisory firms are there based in Australia?

RevenueBase identified 1,444 association financial advisory 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?

Pitcher Partners, headquartered in Docklands, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

Sydney leads with 186 headquartered companies, followed by Melbourne (133) and Brisbane (52).

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 9,295 verified decision-maker contacts tracked across these 1,444 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 19, 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.