Company lists · Data refreshed September 2026

Top 25 Family office consulting firms based in Australia

RevenueBase identified 1,048 company matches for family office consulting firms associated with Australia as of September 2026 and tracks 11,224 professional contacts across them, including 6,518 with verified work emails. Sydney is the largest hub.

This list covers company matches for family office consulting firms 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 28, 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 28, 2026 How this list was built
1,048Companies
11,224Contacts tracked
6,518Verified emails
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The 25 largest family office consulting firms based in Australia

Ranked by team size
Top 25 of 1,048 company matches for family office consulting firms based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 28, 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 28, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Sep 28, 2026201-500556 contacts →

Exact match

“Ord Minnett is an Australian owned wealth management and investment services firm.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Sep 28, 2026201-500412 contacts →

Exact match

“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Sep 28, 2026201-500316 contacts →

Exact match

“BlueRock is for entrepreneurs, by entrepreneurs.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchMelbourne, AustraliaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
6Exact matchArmidale, AustraliaHQ recorded Sep 28, 2026201-500178 contacts →

Exact match

“Welcome to Australia's trusted home of great advice.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchSouthbank, AustraliaHQ recorded Sep 28, 2026201-500169 contacts →

Exact match

“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202651-200150 contacts →

Exact match

“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-50150 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchSydney, AustraliaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
12Exact matchNorth Melbourne, AustraliaHQ recorded Sep 28, 202651-20085 contacts →

Exact match

“Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchSouthbank, AustraliaHQ recorded Sep 28, 202651-20081 contacts →

Exact match

“Morrows has been operating since 1959 and has grown over time to a diverse team of professionals who are passionate about one thing, getting the best results for our clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchHindmarsh, AustraliaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
15Exact matchSydney Cbd, AustraliaHQ recorded Sep 28, 202611-5073 contacts →

Exact match

“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchParramatta, AustraliaHQ recorded Sep 28, 202611-5073 contacts →

Exact match

“We are an independent accounting and financial consultancy firm focussed on developing customised strategies designed to fit the needs of corporate and individual clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchGold Coast, AustraliaHQ recorded Sep 28, 202651-20071 contacts →

Exact match

“Since 1994, WMS has been helping businesses, families and individuals to succeed.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchParramatta, AustraliaHQ recorded Sep 28, 202651-20067 contacts →

Exact match

“At CIB, we go beyond the numbers.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchBrisbane, AustraliaHQ recorded Sep 28, 202651-20067 contacts →

Exact match

“We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202651-20061 contacts →

Exact match

“Your goals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202651-20061 contacts →

Exact match

“We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchNorth Sydney, AustraliaHQ recorded Sep 28, 202651-20060 contacts →

Exact match

“The invaluables.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202611-5059 contacts →

Exact match

“Our experienced advisers know health, wealth and happiness is what most people want from life.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchSydney, AustraliaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
25Exact matchMosman, AustraliaHQ recorded Sep 28, 202651-20053 contacts →

Exact match

“Minchin Moore’s reason for existing is to help successful people make sensible, well thought out decisions about their money.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 1,048 family office consulting firms based in Australia

See the full list, filter by size, metro and specialty, and access 6,518 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office consulting firms based in Australia at a glance

As of Sep 28, 2026
58.1%Verified-email coverage
10.7Average contacts per company
1-10Median size (employees)
19.7%Largest-city concentration · Sydney
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
712
11-50
284
51-200
39
201-500
6
501-1,000
1
1,001-5,000
3

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 1,048 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 consulting firms” 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 6,518 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 28, 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office consulting firms are there based in Australia?

RevenueBase identified 1,048 company matches for family office consulting firms 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 consulting firms?

Sydney leads with 206 company records, followed by Melbourne (123) and Brisbane (49).

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 6,518 professional contacts with verified work emails tracked across these 1,048 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 28, 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.