Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Ireland

Name: Comprehensive financial planning firms based in Ireland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 215 companies tracked

RevenueBase identified 215 comprehensive financial planning firms headquartered in Ireland as of September 2026 and tracks 2,261 professional contacts across them, including 1,275 with verified work emails. Dublin is the largest hub.

This list covers comprehensive financial planning firms headquartered in Ireland, 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

215Companies

2,261Contacts tracked

1,275Verified emails

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The 25 largest comprehensive financial planning firms based in Ireland

Ranked by team size

Top 25 of 215 comprehensive financial planning firms based in Ireland, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to comprehensive financial planning 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	DAVY	Indirect evidence	Dublin 2, IrelandHQ checked Sep 19, 2026	501-1,000	970 contacts →
	Indirect evidence “About Us From day one, you’ll notice there is something special about working at Davy.” Source: RevenueBase Database · checked Sep 19, 2026
2	Fairstone Ireland	Partial evidence	Dublin, IrelandHQ checked Sep 19, 2026	51-200	110 contacts →
	Partial evidence “Fairstone Ireland is dedicated to providing intelligent wealth management solutions and strategies to make financial dreams a reality.” Source: RevenueBase Database · checked Sep 19, 2026
3	RBC Brewin Dolphin Ireland	Indirect evidence	Dublin, IrelandHQ checked Sep 19, 2026	51-200	94 contacts →
	Indirect evidence “One of Ireland’s leading wealth managers, we are now also one of the largest, with the acquisition of Investec’s Irish wealth management business making us the third largest in…” Source: RevenueBase Database · checked Sep 19, 2026
4	SYS Financial	Partial evidence	Nenagh, IrelandHQ checked Sep 19, 2026	51-200	65 contacts →
	Partial evidence “Founded in 2015, SYS Financial is an award-winning financial advisory firm and one of Ireland’s leading providers of tailored financial solutions for employers, individuals…” Source: RevenueBase Database · checked Sep 19, 2026
5	Prosperous Financial	Strong evidence	Dublin 7, IrelandHQ checked Sep 19, 2026	11-50	36 contacts →
	Strong evidence “At Prosperous Financial Planning we believe that sound financial advice changes lives.” Source: RevenueBase Database · checked Sep 19, 2026
6	Metis Ireland	Strong evidence	Dublin 2, IrelandHQ checked Sep 19, 2026	11-50	27 contacts →
	Strong evidence “Honest Experienced Financial Planning.” Source: RevenueBase Database · checked Sep 19, 2026
7	Walfrid Private	Indirect evidence	Dublin, IrelandHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “Walfrid Private specialises in Wealth-Protection -Development -Retention Our success is based on advice that is; Simple, Client focused, Transparent, Holistic Advice is provided…” Source: RevenueBase Database · checked Sep 19, 2026
8	Mason Wealth Management	Strong evidence	Dublin 2, IrelandHQ checked Sep 19, 2026	1-10	18 contacts →
	Strong evidence “Mason Wealth Management is an innovative financial services company, providing independent financial planning in respect of mortgages, life assurance, pensions and investments and…” Source: RevenueBase Database · checked Sep 19, 2026
9	Wealthwise Financial Planning	Partial evidence	Carrick On Shannon, IrelandHQ checked Sep 19, 2026	1-10	16 contacts →
	Partial evidence “Wealthwise is an Award winning Financial Advisory firm with offices in Carrick on Shannon & Galway.” Source: RevenueBase Database · checked Sep 19, 2026
10	Thomond Asset Management	Indirect evidence	Limerick, IrelandHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “Thomond Asset Management was founded in 2009 by Neal Kelly, Tom Fitzgerald and David O’Neill with the aim of providing distinctively high quality wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
11	Sparkswealth	Indirect evidence	Dublin 2, IrelandHQ checked Sep 19, 2026	1-10	16 contacts →
	Indirect evidence “SparksWealth was set up in 2019 by Will Sparks.” Source: RevenueBase Database · checked Sep 19, 2026
12	Murray & Spelman Financial Services LTD	Strong evidence	Galway, IrelandHQ checked Sep 19, 2026	11-50	16 contacts →
	Strong evidence “More than 60 years offering Retirement planning, Mortgages and Financial planning for individuals, families and companies Galway Kildare” Source: RevenueBase Database · checked Sep 19, 2026
13	KDA	Partial evidence	Gorey, IrelandHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “KDA Doyle Kelly offer a locally based, complete financial solution for businesses and individuals in Gorey, Co.” Source: RevenueBase Database · checked Sep 19, 2026
14	Gallivan Financial	Strong evidence	Killarney, IrelandHQ checked Sep 19, 2026	11-50	14 contacts →
	Strong evidence “Gallivan Financial provides independent impartial advice on essential financial planning and it is tailored to meet your particular needs and budgetary requirements.” Source: RevenueBase Database · checked Sep 19, 2026
15	SMP Financial	Partial evidence	Dublin, IrelandHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “At SMP Financial, we have been helping clients plan for their future since 2006.” Source: RevenueBase Database · checked Sep 19, 2026
16	Biograph Wealth Advisors	Indirect evidence	Dublin, IrelandHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
17	Carey Corbett Financial Solutions	Partial evidence	Ennis, IrelandHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Established in 2004, Carey Corbett Financial Solutions is a Clare-based Financial Services firm proudly serving both individual and corporate clients in all areas of Financial…” Source: RevenueBase Database · checked Sep 19, 2026
18	Money Maximising Advisors Limited	Partial evidence	Galway, IrelandHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “Money Maximising Advisors Ltd is a proactive, forward thinking Financial Services company based in Ireland.” Source: RevenueBase Database · checked Sep 19, 2026
19	PENCO	Indirect evidence	Dublin 7, IrelandHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Your roadmap, your future, your security, your comfort, and your trust.” Source: RevenueBase Database · checked Sep 19, 2026
20	MCG Financial Services	Strong evidence	Bandon, IrelandHQ checked Sep 19, 2026	11-50	11 contacts →
	Strong evidence “We provide expert financial planning and bespoke financial solutions to our highly valued personal, business and agri clients throughout Ireland.” Source: RevenueBase Database · checked Sep 19, 2026
21	Everlake	Partial evidence	Dun Laoghaire, IrelandHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Source: RevenueBase Database · checked Sep 19, 2026
22	LHW Financial Planning LTD	Strong evidence	Dublin 4., IrelandHQ checked Sep 19, 2026	1-10	11 contacts →
	Strong evidence “LHW Financial Planning is a personal financial advisory firm based in Ballsbridge, Dublin 4.” Source: RevenueBase Database · checked Sep 19, 2026
23	Kestrel Capital	Indirect evidence	Dublin 2, IrelandHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “Kestrel is an investment advisory firm where the client relationship is at the centre of our process.” Source: RevenueBase Database · checked Sep 19, 2026
24	Finance ONE LTD	Strong evidence	Dublin, IrelandHQ checked Sep 19, 2026	11-50	10 contacts →
	Strong evidence “In 2024, Finance One became part of LHK Group, a leading financial services firm dedicated to innovation and comprehensive solutions.” Source: RevenueBase Database · checked Sep 19, 2026
25	Provest	Indirect evidence	Douglas, IrelandHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “At Provest Private Clients Limited we provide clear, focused and expert advice to guide you through the complex area of corporate pensions, employee benefits, wealth management…” 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: comprehensive financial planning 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 comprehensive financial planning firms.
Partial evidence: Its own public description names part of comprehensive financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name comprehensive financial planning 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 215 comprehensive financial planning firms based in Ireland

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Comprehensive financial planning firms based in Ireland at a glance

As of Sep 19, 2026

56.4%Verified-email coverage

10.5Average contacts per company

1-10Median size (employees)

15.8%Largest-city concentration · Dublin

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

168

11-50

51-200

501-1,000

Email recency for this list is measured worldwide rather than for Ireland, so it is reported there. Company counts and contact totals on this page are exact for Ireland, over 215 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 comprehensive financial planning 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 Ireland whose own description of what they do matches “comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning firms, and records with no verified work email. Companies headquartered outside Ireland 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, 1,275 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.

Comprehensive financial planning firms by metro

Comprehensive financial planning firms in Dublin34

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 comprehensive financial planning 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 comprehensive financial planning firms are there based in Ireland?

RevenueBase identified 215 comprehensive financial planning firms headquartered in Ireland 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?

DAVY, headquartered in Ireland, tops this list with the largest team on record.

Which city has the most comprehensive financial planning firms?

Dublin leads with 34 headquartered companies, followed by Cork (12) and Galway (12).

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 1,275 verified decision-maker contacts tracked across these 215 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.