Company lists · Data refreshed November 2026

Top 24 Fiduciary advisory services based in Australia

RevenueBase identified 1,615 company matches for fiduciary advisory services associated with Australia as of November 2026 and tracks 14,953 professional contacts across them, including 8,381 with verified work emails. Sydney is the largest hub.

This list covers company matches for fiduciary advisory 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 November 6, 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 Nov 6, 2026 How this list was built
1,615Companies
14,953Contacts tracked
8,381Verified emails
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The 24 largest fiduciary advisory services based in Australia

Ranked by team size
Top 24 of 1,615 company matches for fiduciary advisory services based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 Nov 6, 20261,001-5,0001,706 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Nov 6, 2026201-500601 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Nov 6, 2026201-500425 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 · Nov 6, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Nov 6, 2026201-500333 contacts →

Exact match

“Viridian Financial Group is a leading Australian diversified financial services business.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchNorth Sydney, AustraliaHQ recorded Nov 6, 2026201-500309 contacts →

Exact match

“Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchSydney, AustraliaHQ recorded Nov 6, 2026201-500238 contacts →

Exact match

“PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202651-200192 contacts →

Exact match

“JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchSydney, AustraliaHQ recorded Nov 6, 202651-200184 contacts →

Exact match

“At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchSouthbank, AustraliaHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
10Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202651-200158 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 · Nov 6, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Nov 6, 202651-200144 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202651-200116 contacts →

Exact match

“Who is First Financial?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchBallarat, AustraliaHQ recorded Nov 6, 202611-50108 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 · Nov 6, 2026 · View company records in RevenueBase
14Exact matchArmidale, AustraliaHQ recorded Nov 6, 2026201-500102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Nov 6, 2026201-50097 contacts →

Exact match

“We have rebranded from LGT Crestone to LGT Wealth Management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchSydney, AustraliaHQ recorded Nov 6, 2026201-50087 contacts →

Exact match

“WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202651-20070 contacts →

Exact match

“Your goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchCamberwell, AustraliaHQ recorded Nov 6, 202611-5070 contacts →

Exact match

“AUSUN Finance has well over 30 years of financial-planning experience between it's planners.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchNorth Sydney, AustraliaHQ recorded Nov 6, 202651-20069 contacts →

Exact match

“The invaluables.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Nov 6, 202651-20068 contacts →

Exact match

“Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Northern Beaches, Melbourne and Geelong.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchTamworth, AustraliaHQ recorded Nov 6, 202651-20066 contacts →

Exact match

“For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchParramatta, AustraliaHQ recorded Nov 6, 202651-20065 contacts →

Exact match

“At CIB, we go beyond the numbers.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchChadstone, AustraliaHQ recorded Nov 6, 2026n/a64 contacts →

Exact match

“Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5061 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 24 of 1,615 fiduciary advisory services based in Australia

See the full list, filter by size, metro and specialty, and access 8,381 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary advisory services based in Australia at a glance

As of Nov 6, 2026
56.0%Verified-email coverage
9.3Average contacts per company
1-10Median size (employees)
13.4%Largest-city concentration · Sydney
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
1,155
11-50
380
51-200
41
201-500
9
501-1,000
2
1,001-5,000
2

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 1,615 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 “fiduciary advisory 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 8,381 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 November 6, 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 “fiduciary advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary advisory services are there based in Australia?

RevenueBase identified 1,615 company matches for fiduciary advisory services associated with Australia as of November 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 fiduciary advisory services?

Sydney leads with 217 company records, followed by Melbourne (140) 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 8,381 professional contacts with verified work emails tracked across these 1,615 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 November 6, 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.