Company lists · Data refreshed September 2026

Top 25 Family office accounting services based in Australia

RevenueBase identified 660 company matches for family office accounting services associated with Australia as of September 2026 and tracks 7,695 professional contacts across them, including 4,232 with verified work emails. Sydney is the largest hub.

This list covers company matches for family office accounting services 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 September 20, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
660Companies
7,695Contacts tracked
4,232Verified emails
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The 25 largest family office accounting services based in Australia

Ranked by team size
Top 25 of 660 company matches for family office accounting services based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMelbourne, AustraliaHQ recorded Sep 20, 20261,001-5,0001,664 contacts →

Exact match

“We’re here to help you build financial security and grow your wealth with confidence.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202651-200218 contacts →

Exact match

“Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchNorth Sydney, AustraliaHQ recorded Sep 20, 2026201-500204 contacts →

Exact match

“We exist to make the people, businesses and communities we serve be better off.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Sep 20, 202611-50150 contacts →

Exact match

“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Sep 20, 202651-200147 contacts →

Exact match

“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchSydney, AustraliaHQ recorded Sep 20, 202651-200144 contacts →

Exact match

“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202651-200132 contacts →

Exact match

“Fordham is a specialist part of Perpetual, helping business owners solve their problems and plan their futures.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchUpper Mount Gravatt, AustraliaHQ recorded Sep 20, 2026201-500132 contacts →

Exact match

“We cut through complexity and deliver with clarity, precision and pace.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchBallarat, AustraliaHQ recorded Sep 20, 202611-50103 contacts →

Exact match

“PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchPymble, AustraliaHQ recorded Sep 20, 202651-20090 contacts →

Exact match

“Welcome to Chan & Naylor - your trusted advisors in financial care for families and businesses across generations.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202651-20089 contacts →

Exact match

“Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchCranbourne, AustraliaHQ recorded Sep 20, 202651-20079 contacts →

Exact match

“At Highview, we’re more than Accountants, we’re your dedicated financial advisory team.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchHindmarsh, AustraliaHQ recorded Sep 20, 202651-20077 contacts →

Exact match

“Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchDandenong, AustraliaHQ recorded Sep 20, 202651-20072 contacts →

Exact match

“Established in 1993, RJ Sanderson have a reputation of innovation, honesty and ethics to uphold.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchParramatta, AustraliaHQ recorded Sep 20, 202651-20067 contacts →

Exact match

“At CIB, we go beyond the numbers.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchSydney, AustraliaHQ recorded Sep 20, 202651-20056 contacts →

Exact match

“For over 25 years, Lumina has been the trusted outsourced CFO and finance team for:> Australia’s leading fund managers, wealth managers and private equity firms.> Australia’s…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchPoint Cook, AustraliaHQ recorded Sep 20, 202651-20055 contacts →

Exact match

“Clear Tax is one of Australia's fastest-growing, multi-award-winning accounting and advisory firms, helping individuals, property investors, business owners and self-managed super…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchHamilton, AustraliaHQ recorded Sep 20, 202611-5053 contacts →

Exact match

“Our vision is to create wealth* for all business owners.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchHawthorn East, AustraliaHQ recorded Sep 20, 202651-20052 contacts →

Exact match

“At Aintree Group, we bring together accounting, wealth, law and business advisory under one roof to help individuals, families and businesses make confident decisions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Sep 20, 202611-5051 contacts →

Exact match

“Alteris Financial Group provides financial advisory and management for individuals and families across generations.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchBrisbane, AustraliaHQ recorded Sep 20, 202651-20050 contacts →

Exact match

“At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchInverell, AustraliaHQ recorded Sep 20, 202611-5049 contacts →

Exact match

“We offer a range of high-quality accounting, financial and business services.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchParkside, AustraliaHQ recorded Sep 20, 202651-20048 contacts →

Exact match

“360Private is a proudly South Australian accounting and financial planning company serving a diverse clientele since 1986.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchWest Perth, AustraliaHQ recorded Sep 20, 202651-20042 contacts →

Exact match

“AR & B Advisors is a leading accountancy firm based in West Perth, formed by the merger of AR Advisors and Blyth Partners.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchDevonport, AustraliaHQ recorded Sep 20, 202611-5038 contacts →

Exact match

“Accounting and advisory services that think outside the numbers.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 660 family office accounting services based in Australia

See the full list, filter by size, metro and specialty, and access 4,232 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office accounting services based in Australia at a glance

As of Sep 20, 2026
55.0%Verified-email coverage
11.7Average contacts per company
1-10Median size (employees)
10.0%Largest-city concentration · Sydney
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
390
11-50
235
51-200
30
201-500
2
1,001-5,000
1

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 660 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 “family office accounting services” 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 4,232 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 September 20, 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 “family office accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office accounting services are there based in Australia?

RevenueBase identified 660 company matches for family office accounting services associated with Australia as of September 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?

Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most family office accounting services?

Sydney leads with 66 company records, followed by Melbourne (52) and Perth (18).

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 4,232 professional contacts with verified work emails tracked across these 660 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 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 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.