Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Cape Town, South Africa

RevenueBase identified 60 association financial advisory firms headquartered in Cape Town, South Africa as of September 2026 and tracks 1,089 professional contacts across them, including 479 with verified work emails. Johannesburg is the largest hub.

This list covers association financial advisory firms headquartered in Cape Town, South Africa, 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
60Companies
1,089Contacts tracked
479Verified emails
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The 25 largest association financial advisory firms based in Cape Town, South Africa

Ranked by team size
Top 25 of 60 association financial advisory firms based in Cape Town, South Africa, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 2026201-500401 contacts →

Indirect evidence

“Welcome to Hereford Group!”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceCape Town, South AfricaHQ checked Sep 19, 2026201-500296 contacts →

Partial evidence

“Our purpose is to facilitate the creation of lasting partnerships between clients and advisers, ensuring that each client of SFP achieves financial freedom and wellness regardless…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 202651-20047 contacts →

Indirect evidence

“Origin’s slogan proclaims that we are COMMITTED TO YOU.”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceCape Town, South AfricaHQ checked Sep 19, 202611-5045 contacts →

Strong evidence

“Our vision is to supply dynamic, comprehensive and industry-specific financial advisory services.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 202611-5045 contacts →

Indirect evidence

“We are a multi-disciplinary firm of Chartered Accountants offering a variety of related services to clients.”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceCape Town, South AfricaHQ checked Sep 19, 202611-5029 contacts →

Strong evidence

“Masthead Financial Planning provides financial advisors with an attractive alternative to their current position.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceCape Town, South AfricaHQ checked Sep 19, 202611-5028 contacts →

Partial evidence

“We are a modern, well capitalised and professionally staffed Insurance Advisory.”

Source: RevenueBase Database · checked Sep 19, 2026
8Strong evidenceCape Town, South AfricaHQ checked Sep 19, 202611-5018 contacts →

Strong evidence

“CFBS is a group of financial advisors and business analysts who are passionate about business, finance and providing peace of mind through the in-depth knowledge and analysis of…”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceCape Town, South AfricaHQ checked Sep 19, 202611-5013 contacts →

Strong evidence

“Atlantic Trust Company Limited is a dynamic financial advisory firm based in Cape Town, South Africa.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“A shifting world requires new thinking and approaches to solve both today and tomorrow’s problems.”

Source: RevenueBase Database · checked Sep 19, 2026
11Strong evidenceCape Town, South AfricaHQ checked Sep 19, 202611-507 contacts →

Strong evidence

“Founded in 2002, Baymont Wealth offers tailored financial advisory services to a select client base.”

Source: RevenueBase Database · checked Sep 19, 2026
12Strong evidenceCape Town, South AfricaHQ checked Sep 19, 202611-507 contacts →

Strong evidence

“Fairbairn Cafe is a financial advisory dedicated to offering unbiased, expert advice to clients across South Africa.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceCape Town, South AfricaHQ checked Sep 19, 202611-506 contacts →

Partial evidence

“Southern Charter offers a range of financial services to meet your needs.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Welcome to All Things Bookkeeping!”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceCape Town, South AfricaHQ checked Sep 19, 20261-105 contacts →

Strong evidence

“Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceCape Town, South AfricaHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“We believe in your goals, your holistic success and your attooh!”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceCape Town, South AfricaHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Advisek is an accredited Old Mutual Agency Franchise, offering a range of services to aid you in your journey to financial freedom.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Clark Ellis is the owner Solutions 2 Wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceCape Town, South AfricaHQ checked Sep 19, 202611-503 contacts →

Partial evidence

“Whether you are in the capital accumulation phase, approaching retirement, or enjoying the fruits of your labour, your financial well-being is our primary concern.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceCape Town, South AfricaHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Our vision is a world in synergy through financial wellbeing.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceCape Town, South AfricaHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Insight Wealth is an independent, advice-led business that provides wealth advisory, investment management and corporate advisory services to a select client base including…”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceCape Town, South AfricaHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Wealthsmith Consult is a registered Financial Services Provider | License Number 51210 | Founded in 2021 by Landon Heugh.”

Source: RevenueBase Database · checked Sep 19, 2026
24Strong evidenceCape Town, South AfricaHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“Chatfield Wealth & Retirement is a comprehensive financial advisory firm offering expert financial solutions, including investment strategies, insurance solutions, medical schemes…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 60 association financial advisory firms based in Cape Town, South Africa

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Association financial advisory firms based in Cape Town, South Africa at a glance

As of Sep 19, 2026
44.0%Verified-email coverage
18.1Average contacts per company
1-10Median size (employees)
138.3%Largest-city concentration · Johannesburg
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
20
51-200
4
201-500
2

Email recency for this list is measured across the whole South Africa list rather than for Cape Town, so it is reported there. Company counts and contact totals on this page are exact for Cape Town, over 60 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 Cape Town, South Africa 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 Cape Town 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, 479 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 South Africa

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 Cape Town, South Africa?

RevenueBase identified 60 association financial advisory firms headquartered in Cape Town, South Africa 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?

Hereford Group, headquartered in Cape Town, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

Johannesburg leads with 83 headquartered companies, followed by Cape Town (60) and Pretoria (37).

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 479 verified decision-maker contacts tracked across these 60 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.