Company lists · Data refreshed September 2026

Top 25 Fee-only financial advisors based in South Africa

Name: Fee-only financial advisors based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 70 companies tracked

RevenueBase identified 70 fee-only financial advisors headquartered in South Africa as of September 2026 and tracks 784 professional contacts across them, including 422 with verified work emails. Johannesburg is the largest hub.

This list covers fee-only financial advisors headquartered in South Africa, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

70Companies

784Contacts tracked

422Verified emails

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The 25 largest fee-only financial advisors based in South Africa

Ranked by team size

Top 25 of 70 fee-only financial advisors based in South Africa, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fee-only financial advisors: 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	Citadel Investment Services	Indirect evidence	Lynnwood Manor, South AfricaHQ checked Sep 19, 2026	201-500	379 contacts →
	Indirect evidence “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Source: RevenueBase Database · checked Sep 19, 2026
2	Future Green DOT	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	28 contacts →
	Partial evidence “As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Source: RevenueBase Database · checked Sep 19, 2026
3	Concept Wealth Authorized By Sanlam	Partial evidence	George, South AfricaHQ checked Sep 19, 2026	1-10	27 contacts →
	Partial evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 19, 2026
4	Global Wealth Advisory	Strong evidence	City Of Tshwane, South AfricaHQ checked Sep 19, 2026	1-10	17 contacts →
	Strong evidence “Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Source: RevenueBase Database · checked Sep 19, 2026
5	PSG Wealth Rosebank	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Source: RevenueBase Database · checked Sep 19, 2026
6	Vickers & Peters Financial Planning	Partial evidence	Rivonia, South AfricaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “We take financial planning personally.” Source: RevenueBase Database · checked Sep 19, 2026
7	JWR Group Financial Planners	Partial evidence	Welgemoed, South AfricaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Personal financial advice, tailored to you.” Source: RevenueBase Database · checked Sep 19, 2026
8	Asset Tree Financial Advisors	Indirect evidence	Ethekwini, South AfricaHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Source: RevenueBase Database · checked Sep 19, 2026
9	Delfin Financial Advisors	Partial evidence	Bellville, South AfricaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “With roots dating back to the 1980s, Delfin has evolved from a traditional product-based risk and investment practice into a holistic financial planning company.” Source: RevenueBase Database · checked Sep 19, 2026
10	Classic Private Wealth	Partial evidence	Sandton, South AfricaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “Classic Private Wealth is a niche wealth management company focused on providing comprehensive financial management services that takes care of all our clients’ needs.” Source: RevenueBase Database · checked Sep 19, 2026
11	Machrie	Partial evidence	Secunda, South AfricaHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Meet your financial planning needs.” Source: RevenueBase Database · checked Sep 19, 2026
12	Fidius	Strong evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “FIDIUS™ is a fee based financial planning and advisory co, assisting clients with planning to optimise their wealth creation, preservation and utilisation goals.” Source: RevenueBase Database · checked Sep 19, 2026
13	PWM Advisors	Strong evidence	Ethekwini, South AfricaHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “PWM is an independent financial advisory firm, with a rich heritage.” Source: RevenueBase Database · checked Sep 19, 2026
14	BAY Wealth Management	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” Source: RevenueBase Database · checked Sep 19, 2026
15	Wealth Works PTY LTD	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.” Source: RevenueBase Database · checked Sep 19, 2026
16	Accrue Financial Advisory Services	Partial evidence	Wynberg, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “We provide a comprehensive financial planning service, covering investment advice, estate planning, retirement planning, offshore banking and investments and risk planning.” Source: RevenueBase Database · checked Sep 19, 2026
17	Your Capital PTY LTD	Indirect evidence	Centurion, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “We’re Your Capital.” Source: RevenueBase Database · checked Sep 19, 2026
18	Finpas Financial Portfolio Advisory Services CC	Indirect evidence	Durban, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “WHAT FINPAS DOES 1.” Source: RevenueBase Database · checked Sep 19, 2026
19	Rich Ideas Group PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Financial planning is so often an overwhelming, time-consuming, and downright scary thing.” Source: RevenueBase Database · checked Sep 19, 2026
20	Wealth Preservation Strategies	Strong evidence	Newlands, South AfricaHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Wealth Preservation Strategies is an independent financial advisory practice which assists, coaches and guides individuals and families, and businesses, to achieve their financial…” Source: RevenueBase Database · checked Sep 19, 2026
21	FDM Investment Managers & Consultants	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “We believe that financial independence is a right and not a privilege; all individuals are entitled to quality and sound financial advice, which guides them to financial…” Source: RevenueBase Database · checked Sep 19, 2026
22	Southwood Financial Planning	Partial evidence	Tokai, South AfricaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Southwood Financial Planning is an independent, boutique financial planning firm founded by Lisa Hudson-Peacock in 2001 that provides a roadmap giving clients clarity and insight…” Source: RevenueBase Database · checked Sep 19, 2026
23	Rockfin Wealth Management	Partial evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	3 contacts →
	Partial evidence “Whether you are in the capital accumulation phase, approaching retirement, or enjoying the fruits of your labour, your financial well-being is our primary concern.” Source: RevenueBase Database · checked Sep 19, 2026
24	Mcwalter Financial & Advisory	Partial evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Our vision is a world in synergy through financial wellbeing.” Source: RevenueBase Database · checked Sep 19, 2026
25	Rowan Capital PTY LTD	Strong evidence	Stellenbosch, South AfricaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Rowan Capital (Pty) Ltd is a fast-growing, owner-managed, boutique investment management and financial advisory firm based in Stellenbosch and Cape Town.” Source: RevenueBase Database · checked Sep 19, 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: fee-only financial advisors. 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 fee-only financial advisors.
Partial evidence: Its own public description names part of fee-only financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fee-only financial advisors. 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 70 fee-only financial advisors based in South Africa

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Fee-only financial advisors based in South Africa at a glance

As of Sep 19, 2026

53.8%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

15.7%Largest-city concentration · Johannesburg

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 70 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 fee-only financial advisors, 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 South Africa whose own description of what they do matches “fee-only financial advisors”. 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 fee-only financial advisors), 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 fee-only financial advisors, and records with no verified work email. Companies headquartered outside South Africa 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, 422 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.

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 fee-only financial advisors, 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 fee-only financial advisors are there based in South Africa?

RevenueBase identified 70 fee-only financial advisors headquartered in South Africa 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?

Citadel Investment Services, headquartered in Pretoria, tops this list with the largest team on record.

Which city has the most fee-only financial advisors?

Johannesburg leads with 11 headquartered companies, followed by Cape Town (10) and Pretoria (7).

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 422 verified decision-maker contacts tracked across these 70 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.