Company lists · Data refreshed September 2026

Top 25 Family office accounting services based in Australia

RevenueBase identified 660 family office accounting services headquartered in 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 family office accounting services headquartered in 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
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 family office accounting services based in Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to family office accounting services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 20261,001-5,0001,664 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202651-200218 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 20, 2026201-500204 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-50150 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceSydney, AustraliaHQ checked Sep 20, 202651-200147 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202651-200144 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202651-200132 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceUpper Mount Gravatt, AustraliaHQ checked Sep 20, 2026201-500132 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceBallarat, AustraliaHQ checked Sep 20, 202611-50103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidencePymble, AustraliaHQ checked Sep 20, 202651-20090 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202651-20089 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceCranbourne, AustraliaHQ checked Sep 20, 202651-20079 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceHindmarsh, AustraliaHQ checked Sep 20, 202651-20077 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceDandenong, AustraliaHQ checked Sep 20, 202651-20072 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceParramatta, AustraliaHQ checked Sep 20, 202651-20067 contacts →

Indirect evidence

“At CIB, we go beyond the numbers.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202651-20056 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidencePoint Cook, AustraliaHQ checked Sep 20, 202651-20055 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceHamilton, AustraliaHQ checked Sep 20, 202611-5053 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceHawthorn East, AustraliaHQ checked Sep 20, 202651-20052 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5051 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceBrisbane, AustraliaHQ checked Sep 20, 202651-20050 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceInverell, AustraliaHQ checked Sep 20, 202611-5049 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceParkside, AustraliaHQ checked Sep 20, 202651-20048 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceWest Perth, AustraliaHQ checked Sep 20, 202651-20042 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceDevonport, AustraliaHQ checked Sep 20, 202611-5038 contacts →

Partial evidence

Accounting and advisory services that think outside the numbers.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 660 family office accounting services based in Australia

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office accounting services, 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 Australia whose own description of what they do matches “family office accounting services”. 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 family office accounting services), 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 family office accounting services, and records with no verified work email. Companies headquartered outside Australia 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, 4,232 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.

Family office accounting services by metro

  • Family office accounting services in Sydney66
  • Family office accounting services in Melbourne52

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 family office accounting services, 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 family office accounting services are there based in Australia?

RevenueBase identified 660 family office accounting services headquartered in 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?

Findex, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most family office accounting services?

Sydney leads with 66 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 4,232 verified decision-maker contacts tracked across these 660 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.