Company lists · Data refreshed November 2026
Top 25 Concentrated stock advisors based in Australia
RevenueBase identified 87 company matches for concentrated stock advisors associated with Australia as of November 2026 and tracks 818 professional contacts across them, including 402 with verified work emails. Sydney is the largest hub.
This list covers company matches for concentrated stock advisors associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 concentrated stock advisors based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 192 contacts → | ||||
Exact match “JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 37 contacts → | ||||
Exact match “Northcape Capital is an international boutique fund manager fully owned by its staff.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 35 contacts → | ||||
Exact match “Tynans is a boutique financial advisory firm in Brisbane.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “The name GCQ represents the three core foundations of our investment approach: GLOBAL | We aim to identify the best investments globally, with a strong bias towards developed…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 19 contacts → | ||||
Exact match “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “AssetBase is a fully licensed boutique investment firm offering tailored investment solutions nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “Gamma Wealth Group is an independently owned financial advice firm committed to delivering personalised investment and portfolio management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “Many people associate financial planning with retirement – but it is much more than that.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “At Evergreen, we aim to provide a value proposition to our clients based on the following foundations; Best Interest – We will always provide advice that is in your best interest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Bringing institutional grade portfolio management and markets expertise to tailored managed accounts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Fin-X is a global multi-asset full-service investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Intelligent Investor is an online publisher of stock-market research that helps investors build long-term wealth by providing expert analysis, advice and investment solutions that…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Keep Wealth Partners is a privately owned, boutique wealth management business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “At Spencer Private Wealth, we are passionate about making a difference and enriching our clients' lives by partnering with them to help them understand and manage their finances…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “concentrated stock advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 87 concentrated stock advisors based in Australia
See the full list, filter by size, metro and specialty, and access 402 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Concentrated stock advisors based in Australia at a glance
As of Nov 6, 2026Companies by employee count
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 87 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Australia whose business descriptions match “concentrated stock advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 402 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “concentrated stock advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many concentrated stock advisors are there based in Australia?
RevenueBase identified 87 company matches for concentrated stock advisors associated with Australia as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Jana Investment Advisers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most concentrated stock advisors?
Sydney leads with 23 company records, followed by Melbourne (19) and Brisbane (6).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 402 professional contacts with verified work emails tracked across these 87 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 87 concentrated stock advisors based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Concentrated stock advisors by geography
- Concentrated stock advisors based in Rio De Janeiro, Brazil
- Concentrated stock advisors based in Sao Paulo, Brazil
- Concentrated stock advisors based in Toronto, Canada
- Concentrated stock advisors based in Paris, France
- Concentrated stock advisors based in Bangalore, India
- Concentrated stock advisors based in Mumbai, India
- Concentrated stock advisors based in Pune, India
- Concentrated stock advisors based in London, United Kingdom
- Concentrated stock advisors based in Atlanta, United States
- Concentrated stock advisors based in Boston, United States
- Concentrated stock advisors based in Chicago, United States
- Concentrated stock advisors based in Dallas, United States
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Concentrated stock advisors based in Rio De Janeiro, Brazil
- Concentrated stock advisors based in Sao Paulo, Brazil
- Concentrated stock advisors based in Toronto, Canada
- Concentrated stock advisors based in Paris, France
- Concentrated stock advisors based in Bangalore, India
- Concentrated stock advisors based in Mumbai, India
Company intelligence · public preview
Top 25 concentrated stock advisors based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 87 matching company records for concentrated stock advisors based in Australia, with 818 tracked contacts and 402 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 concentrated stock advisors based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Jana Investment Advisersjana.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 192 contacts → |
“JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Northcape Capitalnorthcape.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Northcape Capital is an international boutique fund manager fully owned by its staff.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Tynanstynansadvice.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 35 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  GCQ Funds Managementgcqfunds.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 26 contacts → |
“The name GCQ represents the three core foundations of our investment approach: GLOBAL | We aim to identify the best investments globally, with a strong bias towards developed…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Drummond Capital Partnersdrummondcp.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 23 contacts → |
“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Diamond Blue Financial Servicesdbfs.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 contacts → |
“Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Assetbaseassetbase.com.auHQ: Kogarah, AustraliaReported employees: 1-10 | Kogarah, Australia | 1-10 | Exact match | 12 contacts → |
“AssetBase is a fully licensed boutique investment firm offering tailored investment solutions nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  1010 Capital1010capital.com.auHQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 12 contacts → |
“Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Share Wealth Systemssharewealthsystems.comHQ: Cheltenham, AustraliaReported employees: 11-50 | Cheltenham, Australia | 11-50 | Exact match | 12 contacts → |
“Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Gamma Wealth Groupgammawealthgroup.com.auHQ: Broadbeach, AustraliaReported employees: 1-10 | Broadbeach, Australia | 1-10 | Exact match | 12 contacts → |
“Gamma Wealth Group is an independently owned financial advice firm committed to delivering personalised investment and portfolio management services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Future Wealth Plannersfwplanners.com.auHQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 10 contacts → |
“Many people associate financial planning with retirement – but it is much more than that.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Guardian Investmentsguardianinvestments.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 10 contacts → |
“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Evergreen Financial Advisersevergreenadvisers.com.auHQ: Hermit Park, AustraliaReported employees: 1-10 | Hermit Park, Australia | 1-10 | Exact match | 10 contacts → |
“At Evergreen, we aim to provide a value proposition to our clients based on the following foundations; Best Interest – We will always provide advice that is in your best interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Resonant Asset Managementresonantam.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 9 contacts → |
“Bringing institutional grade portfolio management and markets expertise to tailored managed accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Fin-X Capital Groupfin-xwealth.comHQ: Cremorne, AustraliaReported employees: 1-10 | Cremorne, Australia | 1-10 | Exact match | 9 contacts → |
“Fin-X is a global multi-asset full-service investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Intelligent Investorintelligentinvestor.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Intelligent Investor is an online publisher of stock-market research that helps investors build long-term wealth by providing expert analysis, advice and investment solutions that…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Steward Wealthstewardwealth.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Besen PTY LTDbesen.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Peak Asset Managementpeakassetmanagement.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Eikon Financialeikonfs.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Affluence Funds Managementaffluencefunds.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Tradingwavestradingwaves.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Keep Wealth Partnerskeepwp.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 4 contacts → |
“Keep Wealth Partners is a privately owned, boutique wealth management business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  ONE Advisory Wealth Managementoawm.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 4 contacts → |
“One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Spencer Private Wealthspencerprivatewealth.com.auHQ: Sydney Cbd, AustraliaReported employees: 1-10 | Sydney Cbd, Australia | 1-10 | Exact match | 4 contacts → |
“At Spencer Private Wealth, we are passionate about making a difference and enriching our clients' lives by partnering with them to help them understand and manage their finances…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 87 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Concentrated stock advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
84 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 87 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for concentrated stock advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many concentrated stock advisors did RevenueBase find based in Australia?
The saved snapshot records 87 matching company records, 818 tracked contacts and 402 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Concentrated stock advisors by geography
- Concentrated stock advisors based in Rio De Janeiro, Brazil
- Concentrated stock advisors based in Sao Paulo, Brazil
- Concentrated stock advisors based in Toronto, Canada
- Concentrated stock advisors based in Paris, France
- Concentrated stock advisors based in Bangalore, India
- Concentrated stock advisors based in Mumbai, India
- Concentrated stock advisors based in Pune, India
- Concentrated stock advisors based in London, United Kingdom
- Concentrated stock advisors based in Atlanta, United States
- Concentrated stock advisors based in Boston, United States
- Concentrated stock advisors based in Chicago, United States
- Concentrated stock advisors based in Dallas, United States
Cite this list
RevenueBase Data Team. Top 25 concentrated stock advisors based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/concentrated-stock-advisors/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Concentrated stock advisors based in Rio De Janeiro, Brazil
- Concentrated stock advisors based in Sao Paulo, Brazil
- Concentrated stock advisors based in Toronto, Canada
- Concentrated stock advisors based in Paris, France
- Concentrated stock advisors based in Bangalore, India
- Concentrated stock advisors based in Mumbai, India
Company intelligence · public preview
Top 25 concentrated stock advisors based in Australia
RevenueBase records 87 matching company records for concentrated stock advisors based in Australia, with 818 tracked contacts and 402 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 concentrated stock advisors based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Jana Investment Advisersjana.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 192 contacts → |
“JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Northcape Capitalnorthcape.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Northcape Capital is an international boutique fund manager fully owned by its staff.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Tynanstynansadvice.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 35 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | GCQ Funds Managementgcqfunds.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 26 contacts → |
“The name GCQ represents the three core foundations of our investment approach: GLOBAL | We aim to identify the best investments globally, with a strong bias towards developed…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Drummond Capital Partnersdrummondcp.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 23 contacts → |
“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Diamond Blue Financial Servicesdbfs.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 contacts → |
“Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Assetbaseassetbase.com.au HQ: Kogarah, AustraliaReported employees: 1-10 | Kogarah, Australia | 1-10 | Exact match | 12 contacts → |
“AssetBase is a fully licensed boutique investment firm offering tailored investment solutions nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 1010 Capital1010capital.com.au HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 12 contacts → |
“Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Share Wealth Systemssharewealthsystems.com HQ: Cheltenham, AustraliaReported employees: 11-50 | Cheltenham, Australia | 11-50 | Exact match | 12 contacts → |
“Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Gamma Wealth Groupgammawealthgroup.com.au HQ: Broadbeach, AustraliaReported employees: 1-10 | Broadbeach, Australia | 1-10 | Exact match | 12 contacts → |
“Gamma Wealth Group is an independently owned financial advice firm committed to delivering personalised investment and portfolio management services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Future Wealth Plannersfwplanners.com.au HQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 10 contacts → |
“Many people associate financial planning with retirement – but it is much more than that.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Guardian Investmentsguardianinvestments.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 10 contacts → |
“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Evergreen Financial Advisersevergreenadvisers.com.au HQ: Hermit Park, AustraliaReported employees: 1-10 | Hermit Park, Australia | 1-10 | Exact match | 10 contacts → |
“At Evergreen, we aim to provide a value proposition to our clients based on the following foundations; Best Interest – We will always provide advice that is in your best interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Resonant Asset Managementresonantam.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 9 contacts → |
“Bringing institutional grade portfolio management and markets expertise to tailored managed accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fin-X Capital Groupfin-xwealth.com HQ: Cremorne, AustraliaReported employees: 1-10 | Cremorne, Australia | 1-10 | Exact match | 9 contacts → |
“Fin-X is a global multi-asset full-service investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Intelligent Investorintelligentinvestor.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Intelligent Investor is an online publisher of stock-market research that helps investors build long-term wealth by providing expert analysis, advice and investment solutions that…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Steward Wealthstewardwealth.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Besen PTY LTDbesen.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Peak Asset Managementpeakassetmanagement.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Eikon Financialeikonfs.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Affluence Funds Managementaffluencefunds.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tradingwavestradingwaves.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Keep Wealth Partnerskeepwp.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 4 contacts → |
“Keep Wealth Partners is a privately owned, boutique wealth management business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | ONE Advisory Wealth Managementoawm.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 4 contacts → |
“One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Spencer Private Wealthspencerprivatewealth.com.au HQ: Sydney Cbd, AustraliaReported employees: 1-10 | Sydney Cbd, Australia | 1-10 | Exact match | 4 contacts → |
“At Spencer Private Wealth, we are passionate about making a difference and enriching our clients' lives by partnering with them to help them understand and manage their finances…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 87 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Concentrated stock advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
84 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 87 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for concentrated stock advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many concentrated stock advisors did RevenueBase find based in Australia?
The saved snapshot records 87 matching company records, 818 tracked contacts and 402 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Concentrated stock advisors by geography
- Concentrated stock advisors based in Rio De Janeiro, Brazil
- Concentrated stock advisors based in Sao Paulo, Brazil
- Concentrated stock advisors based in Toronto, Canada
- Concentrated stock advisors based in Paris, France
- Concentrated stock advisors based in Bangalore, India
- Concentrated stock advisors based in Mumbai, India
- Concentrated stock advisors based in Pune, India
- Concentrated stock advisors based in London, United Kingdom
- Concentrated stock advisors based in Atlanta, United States
- Concentrated stock advisors based in Boston, United States
- Concentrated stock advisors based in Chicago, United States
- Concentrated stock advisors based in Dallas, United States
Cite this list
RevenueBase Data Team. Top 25 concentrated stock advisors based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/concentrated-stock-advisors/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Concentrated stock advisors based in Rio De Janeiro, Brazil
- Concentrated stock advisors based in Sao Paulo, Brazil
- Concentrated stock advisors based in Toronto, Canada
- Concentrated stock advisors based in Paris, France
- Concentrated stock advisors based in Bangalore, India
- Concentrated stock advisors based in Mumbai, India