Company lists · Data refreshed September 2026

Top 24 Financial advisor recruitment firms based in New Zealand

RevenueBase identified 44 financial advisor recruitment firms headquartered in New Zealand as of September 2026 and tracks 960 professional contacts across them, including 677 with verified work emails. Auckland is the largest hub.

This list covers financial advisor recruitment firms headquartered in New Zealand, 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 28, 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 28, 2026 86% judged on-target in blind review
44Companies
960Contacts tracked
677Verified emails
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The 24 largest financial advisor recruitment firms based in New Zealand

Ranked by team size
Top 24 of 44 financial advisor recruitment firms based in New Zealand, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisor recruitment firms: 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
1Partial evidenceTauranga, New ZealandHQ checked Sep 28, 2026501-1,000607 contacts →

Partial evidence

“We are one of New Zealand’s leading investment advisory firms.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceAuckland City, New ZealandHQ checked Sep 28, 202651-20089 contacts →

Partial evidence

“Tribe Recruitment Group is a 100% New Zealand owned full service, end-to-end national recruitment agency.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceAuckland, New ZealandHQ checked Sep 28, 202651-20068 contacts →

Strong evidence

“Our friendly team of dedicated and experienced financial advisers are on your side.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceChristchurch, New ZealandHQ checked Sep 28, 202611-5021 contacts →

Partial evidence

“Partnering with businesses since 2004 Graham Consulting offers a professional and innovative approach to candidate search, recruitment and placement.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceChristchurch, New ZealandHQ checked Sep 28, 20261-1016 contacts →

Partial evidence

“Profile Group is an experienced recruitment and search firm that works with businesses and candidates across a range of disciplines such as Accounting, Business…”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceFreemans Bay, New ZealandHQ checked Sep 28, 202611-5015 contacts →

Strong evidence

“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidencePakuranga, New ZealandHQ checked Sep 28, 20261-1011 contacts →

Partial evidence

“When it comes to securing your financial future, we know there is a lot for you to think about – which is why so many people are tempted to put financial planning in the “too…”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceDunedin, New ZealandHQ checked Sep 28, 20261-108 contacts →

Partial evidence

“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceAuckland, New ZealandHQ checked Sep 28, 20261-108 contacts →

Partial evidence

“SuperCity Mortgages & Insurance are one of New Zealand’s leading independently owned mortgage and insurance advisory firms.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceWhangarei, New ZealandHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceTe Aro, New ZealandHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Blue Canoe helps you successfully navigate the paths that life presents you, providing guidance to make your journey as smooth and prosperous as possible.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceTauranga, New ZealandHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceNew ZealandHQ checked Sep 28, 202651-2005 contacts →

Indirect evidence

“OCG Consulting are specialists in Accounting & Finance, Human Resources, Sales & Marketing, Supply Chain & Operations, Information Technology and Business Support positions -…”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceAuckland, New ZealandHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“At Virtue, we focus on connecting great candidates with quality employers, working with decision makers using our strong market knowledge and professional integrity.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceNelson, New ZealandHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“We are independent financial advisers offering custom long term financial planning.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceChristchurch, New ZealandHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“For over 30 years Financial Strategies (Christchurch) Limited has helped build the wealth of individuals, families, Trusts and Charitable organisations.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceAuckland, New ZealandHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceTauranga Central, New ZealandHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“G3 Financial Freedom – We deliver solutions for clients committed to creating a better financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidencePalmerston North, New ZealandHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceAuckland, New ZealandHQ checked Sep 28, 202611-501 contacts →

Partial evidence

“We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceWellington, New ZealandHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“We are a boutique financial planning company offering broad financial services advice, tailored to client’s financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceAuckland, New ZealandHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Helping companies raise capital for expansion, exit and ownership change and helping build better businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceChristchurch, New ZealandHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceDunedin, New ZealandHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026

Showing 24 of 44 financial advisor recruitment firms based in New Zealand

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Financial advisor recruitment firms based in New Zealand at a glance

As of Sep 28, 2026
70.5%Verified-email coverage
21.8Average contacts per company
1-10Median size (employees)
25.0%Largest-city concentration · Auckland
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
4
51-200
4
501-1,000
1

Email recency for this list is measured worldwide rather than for New Zealand, so it is reported there. Company counts and contact totals on this page are exact for New Zealand, over 44 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 financial advisor recruitment firms, 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 New Zealand whose own description of what they do matches “financial advisor recruitment firms”. 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 financial advisor recruitment firms), 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 financial advisor recruitment firms, and records with no verified work email. Companies headquartered outside New Zealand 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, 677 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 28, 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 financial advisor recruitment firms, 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 financial advisor recruitment firms are there based in New Zealand?

RevenueBase identified 44 financial advisor recruitment firms headquartered in New Zealand 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?

Craigs Investment Partners, headquartered in Tauranga, tops this list with the largest team on record.

Which city has the most financial advisor recruitment firms?

Auckland leads with 11 headquartered companies, followed by Christchurch (6) and Dunedin (3).

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 677 verified decision-maker contacts tracked across these 44 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 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 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.