Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Adelaide, Australia

Name: Estate planning accountants based in Adelaide, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 46 companies tracked

RevenueBase identified 46 estate planning accountants headquartered in Adelaide, Australia as of September 2026 and tracks 352 professional contacts across them, including 212 with verified work emails. Sydney is the largest hub.

This list covers estate planning accountants headquartered in Adelaide, 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 20, 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 20, 2026 86% judged on-target in blind review

46Companies

352Contacts tracked

212Verified emails

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The 25 largest estate planning accountants based in Adelaide, Australia

Ranked by team size

Top 25 of 46 estate planning accountants based in Adelaide, Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: 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	Australian Executor Trustees Limited	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	201-500	79 contacts →
	Indirect evidence “Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Source: RevenueBase Database · checked Sep 20, 2026
2	Caveo Partners	Partial evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	36 contacts →
	Partial evidence “We have been providing Accounting and Financial Planning advice to clients for over 25 years.” Source: RevenueBase Database · checked Sep 20, 2026
3	SA Wealth Group	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	33 contacts →
	Indirect evidence “SA Wealth Group is a boutique private advice and finance broking firm dedicated to helping professionals, business owners, and families build, manage, and protect their wealth at…” Source: RevenueBase Database · checked Sep 20, 2026
4	Y Partners	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	51-200	29 contacts →
	Indirect evidence “With more than 30 years experience helping families in South Australia, we offer a personalised and integrated Business Advisory service in the areas of taxation, financial…” Source: RevenueBase Database · checked Sep 20, 2026
5	MBA Financial Strategists PTY LTD	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	26 contacts →
	Indirect evidence “MBA Financial Strategists is recognised by our clients and business partners, as their first choice provider of professional, tailored advice.” Source: RevenueBase Database · checked Sep 20, 2026
6	Synergy Private Wealth	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Source: RevenueBase Database · checked Sep 20, 2026
7	Affinity Business Advisers PTY LTD	Partial evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	10 contacts →
	Partial evidence “We’re a team of financial advisers, chartered accountants, tax consultants, SMSF specialists and strategic business advisers who understand how to use numbers to help you achieve…” Source: RevenueBase Database · checked Sep 20, 2026
8	Calm Wealth Management	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “At Calm Wealth, we believe the financial advice we provide can really make a difference.” Source: RevenueBase Database · checked Sep 20, 2026
9	Sedsman Legal	Strong evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	8 contacts →
	Strong evidence “We will use our experience to make clear recommendations regarding your estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
10	Capital United	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “United in vision.” Source: RevenueBase Database · checked Sep 20, 2026
11	Addept Advisors	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “More than 20 years building businesses, relationships and trust.” Source: RevenueBase Database · checked Sep 20, 2026
12	Edwards Marshall Financial Solutions	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Our aim is to guide you on the path to achieving your financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
13	Evans Ayers	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Source: RevenueBase Database · checked Sep 20, 2026
14	Track Legal	Strong evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Track Legal can assist you with bespoke succession and estate planning, wealth transfer between generations, resolution of disputes and advice on tax, superannuation, trusts…” Source: RevenueBase Database · checked Sep 20, 2026
15	Advice SA	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “At Advice SA, everything we do revolves around you.” Source: RevenueBase Database · checked Sep 20, 2026
16	ONE Advisory Wealth Management	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Source: RevenueBase Database · checked Sep 20, 2026
17	Centra Wealth Group	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “The CENTRA WEALTH Group is a boutique financial services business providing strategic advice and investment management services.” Source: RevenueBase Database · checked Sep 20, 2026
18	Varga Lawyers	Strong evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	4 contacts →
	Strong evidence “Wills and Estates Lawyers in Adelaide and Modbury Specialists in Estate Planning, Probate, Estate Administration, Estate Litigation and Will Disputes.” Source: RevenueBase Database · checked Sep 20, 2026
19	Baldwin Financial Services	Partial evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Baldwin Financial Services is a boutique financial planning business.” Source: RevenueBase Database · checked Sep 20, 2026
20	Eclipse Wealth Management	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “After being part of the Godfrey Pembroke network for over 18 years, we made the decision in early 2018 to move away from being part of an institutionally aligned licensee, which…” Source: RevenueBase Database · checked Sep 20, 2026
21	Adelaide Investment Advisors	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “We value our client relationships, your satisfaction is our highest priority.” Source: RevenueBase Database · checked Sep 20, 2026
22	Bratton Wealth	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Recognizing the need for sophisticated wealth solutions that go beyond the standard stocks and bonds, we provide private wealth clients the ability to invest alongside the biggest…” Source: RevenueBase Database · checked Sep 20, 2026
23	Franklin Advisory	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Our story started at Australia’s largest investment bank circa After nearly twenty years, we sought a new direction, forming Franklin Advisory with a view to combine our…” Source: RevenueBase Database · checked Sep 20, 2026
24	Palladium Wealth Partners	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “At Palladium Wealth Partners we seek to deliver a personalised experience by delivering high quality strategic advice in line with your needs, with the goal of forming long term…” Source: RevenueBase Database · checked Sep 20, 2026
25	First Principles Financial Planning	Partial evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Over more than 35 years, we have built a professional practice in financial planning by helping clients achieve their goals, and done this by making sure I truly understand what’s…” Source: RevenueBase Database · checked Sep 20, 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: estate planning accountants. 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 estate planning accountants.
Partial evidence: Its own public description names part of estate planning accountants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning accountants. 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 46 estate planning accountants based in Adelaide, Australia

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Estate planning accountants based in Adelaide, Australia at a glance

As of Sep 20, 2026

60.2%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

613.0%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole Australia list rather than for Adelaide, so it is reported there. Company counts and contact totals on this page are exact for Adelaide, over 46 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 estate planning accountants, 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 Adelaide, Australia whose own description of what they do matches “estate planning accountants”. 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 estate planning accountants), 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 estate planning accountants, and records with no verified work email. Companies headquartered outside Adelaide 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, 212 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 20, 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.

Estate planning accountants by metro in Australia

Estate planning accountants in Sydney282
Estate planning accountants in Melbourne176
Estate planning accountants in Brisbane81
Estate planning accountants in Adelaide46
Estate planning accountants in Perth46
Estate planning accountants in North Sydney36
Estate planning accountants in Brisbane City27

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 estate planning accountants, 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 estate planning accountants are there based in Adelaide, Australia?

RevenueBase identified 46 estate planning accountants headquartered in Adelaide, 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?

Australian Executor Trustees Limited, headquartered in Adelaide, tops this list with the largest team on record.

Which city has the most estate planning accountants?

Sydney leads with 282 headquartered companies, followed by Melbourne (176) and Brisbane (81).

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 212 verified decision-maker contacts tracked across these 46 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 20, 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.