Company lists · Data refreshed September 2026
Top 25 Family office consultants based in Sydney, Australia
RevenueBase identified 260 family office consultants headquartered in Sydney, Australia as of September 2026 and tracks 3,142 professional contacts across them, including 1,510 with verified work emails. Sydney is the largest hub.
This list covers family office consultants headquartered in Sydney, 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 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office consultants based in Sydney, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 556 contacts → | ||||
Indirect evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 412 contacts → | ||||
Indirect evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 150 contacts → | ||||
Indirect evidence “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 147 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 144 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 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 142 contacts → | ||||
Indirect evidence “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 56 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 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 51 contacts → | ||||
Partial evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 37 contacts → | ||||
Strong evidence “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 32 contacts → | ||||
Indirect evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 27 contacts → | ||||
Partial evidence “HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 27 contacts → | ||||
Indirect evidence “At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 25 contacts → | ||||
Partial evidence “Chapman Eastway is not just a leading chartered accounting Firm providing family and business advisory services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 24 contacts → | ||||
Partial evidence “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 24 contacts → | ||||
Indirect evidence “Hello my name is Adrian Chaudhary and I am a Fellow Chartered Accountant (FCA), Certified Financial Planners (CFP) and Justice of the Peace (JP).” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 21 contacts → | ||||
Indirect evidence “Qi Wealth is a leading financial services company based in Sydney.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 21 contacts → | ||||
Strong evidence “Private Multi Family Office Preserving wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 20 contacts → | ||||
Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 19 contacts → | ||||
Indirect evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 18 contacts → | ||||
Indirect evidence “Lorica Partners is an independent advice firm seeking to find ever more thoughtful and effective ways to help our clients live their best life possible.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 17 contacts → | ||||
Indirect evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 17 contacts → | ||||
Indirect evidence “ZM Partners is an accounting firm geared towards individual, business and financial strategy.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 16 contacts → | ||||
Indirect evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 15 contacts → | ||||
Strong evidence “Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 14 contacts → | ||||
Indirect evidence “deVere Australia Group Pty Ltd (“deVere Australia Group”) is part of one of the world’s leading financial advisory organisations, with more than $10bn under advice from over…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: family office consultants. 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 family office consultants.
- Partial evidence
- Its own public description names part of family office consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office consultants. 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 260 family office consultants based in Sydney, Australia
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Family office consultants based in Sydney, Australia at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 260 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 consultants, 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 Sydney, Australia whose own description of what they do matches “family office consultants”. 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 consultants), 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 consultants, and records with no verified work email. Companies headquartered outside Sydney are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,510 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office consultants by metro in Australia
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 consultants, 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 consultants are there based in Sydney, Australia?
RevenueBase identified 260 family office consultants headquartered in Sydney, 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?
ORD Minnett, headquartered in Sydney, tops this list with the largest team on record.
Which city has the most family office consultants?
Sydney leads with 260 headquartered companies, followed by Melbourne (158) and Brisbane (63).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,510 verified decision-maker contacts tracked across these 260 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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