Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 186 companies tracked

RevenueBase identified 186 association financial advisory firms headquartered in Sydney, Australia as of September 2026 and tracks 3,797 professional contacts across them, including 1,776 with verified work emails. Sydney is the largest hub.

This list covers association financial advisory firms headquartered in Sydney, 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

186Companies

3,797Contacts tracked

1,776Verified emails

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The 25 largest association financial advisory firms based in Sydney, Australia

Ranked by team size

Top 25 of 186 association financial advisory firms based in Sydney, 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	Byrons	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	85 contacts →
	Partial evidence “BYRONS are one of the largest independent advisory firms in Sydney with 18 Directors and over 80 professional staff.” Source: RevenueBase Database · checked Sep 19, 2026
10	APT Wealth Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	64 contacts →
	Strong evidence “Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Northern Beaches, Melbourne and Geelong.” Source: RevenueBase Database · checked Sep 19, 2026
11	AZ NGA	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	501-1,000	55 contacts →
	Partial evidence “AZ NGA helps more Australians access high-quality advice to build wealth, grow businesses and feel more confident about their financial future.” Source: RevenueBase Database · checked Sep 19, 2026
12	WT Financial Group ASX WTL	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	40 contacts →
	Partial evidence “WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia.” Source: RevenueBase Database · checked Sep 19, 2026
13	Lifespan Financial Planning	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence “Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA…” Source: RevenueBase Database · checked Sep 19, 2026
14	Treysta Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	32 contacts →
	Partial evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 19, 2026
15	Enrizen Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.” Source: RevenueBase Database · checked Sep 19, 2026
16	Esencia Wealth	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	24 contacts →
	Strong evidence “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Source: RevenueBase Database · checked Sep 19, 2026
17	VJC	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	24 contacts →
	Partial evidence “Hello my name is Adrian Chaudhary and I am a Fellow Chartered Accountant (FCA), Certified Financial Planners (CFP) and Justice of the Peace (JP).” Source: RevenueBase Database · checked Sep 19, 2026
18	Fortnum	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	23 contacts →
	Partial evidence “At Fortnum, we license and service, leading and client-focussed financial planning practices that want to be part of an advice community that grows and develops together.” Source: RevenueBase Database · checked Sep 19, 2026
19	Stockbrokers And Investment Advisers Association	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	22 contacts →
	Partial evidence “The Stockbrokers and Investment Advisers Association (SIAA) is the professional body for the stockbroking and investment advice industry.” Source: RevenueBase Database · checked Sep 19, 2026
20	CERTE	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	21 contacts →
	Strong evidence “Certe is a boutique financial advisory group, working with busy professionals and large professional service firms.” Source: RevenueBase Database · checked Sep 19, 2026
21	Scarlett Financial PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “Scarlett Financial is an innovative financial services group that was created to help people make smart investment decisions earlier so as they can experience financial security…” Source: RevenueBase Database · checked Sep 19, 2026
22	Blue Ocean Equities	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “Blue Ocean Equities has emerged as a unique financial services offering in the Australian and international marketplace.” Source: RevenueBase Database · checked Sep 19, 2026
23	Enspira Financial	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	19 contacts →
	Strong evidence “Enspira Financial is a relationship-based advisory accounting firm.” Source: RevenueBase Database · checked Sep 19, 2026
24	Financial Spectrum	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.” Source: RevenueBase Database · checked Sep 19, 2026
25	Integral Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” 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 25 of 186 association financial advisory firms based in Sydney, Australia

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Association financial advisory firms based in Sydney, Australia at a glance

As of Sep 19, 2026

46.8%Verified-email coverage

20.4Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

109

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 186 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 Sydney, 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 Sydney 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, 1,776 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 in Australia

Association financial advisory firms in Sydney186
Association financial advisory firms in Melbourne133
Association financial advisory firms in Brisbane52
Association financial advisory firms in Perth38
Association financial advisory firms in Adelaide36

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 Sydney, Australia?

RevenueBase identified 186 association financial advisory firms headquartered in Sydney, 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?

VBP, headquartered in Sydney, 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 1,776 verified decision-maker contacts tracked across these 186 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.