Company lists · Data refreshed September 2026

Top 25 Financial advisors for high net worth based in Australia

Name: Financial advisors for high net worth based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 1,859 companies tracked

RevenueBase identified 1,859 financial advisors for high net worth headquartered in Australia as of September 2026 and tracks 16,196 professional contacts across them, including 8,520 with verified work emails. Sydney is the largest hub.

This list covers financial advisors for high net worth headquartered in 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 20, 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 20, 2026 86% judged on-target in blind review

1,859Companies

16,196Contacts tracked

8,520Verified emails

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The 25 largest financial advisors for high net worth based in Australia

Ranked by team size

Top 25 of 1,859 financial advisors for high net worth based in Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisors for high net worth: 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	Findex	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1,001-5,000	1,664 contacts →
	Partial evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
2	ORD Minnett	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	556 contacts →
	Indirect evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 20, 2026
3	Shaw And Partners Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	412 contacts →
	Partial evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 20, 2026
4	Viridian Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	201-500	295 contacts →
	Partial evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 20, 2026
5	Bridges Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	181 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
6	Invest Blue	Indirect evidence	Armidale, AustraliaHQ checked Sep 20, 2026	201-500	178 contacts →
	Indirect evidence “Welcome to Australia's trusted home of great advice.” Source: RevenueBase Database · checked Sep 20, 2026
7	Prime Financial Group	Strong evidence	Southbank, AustraliaHQ checked Sep 20, 2026	201-500	169 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Evans & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	150 contacts →
	Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 20, 2026
9	COUNT	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	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 20, 2026
10	Koda Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	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 20, 2026
11	Fiducian Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	142 contacts →
	Partial 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 20, 2026
12	PPT	Partial evidence	Ballarat, AustraliaHQ checked Sep 20, 2026	11-50	103 contacts →
	Partial evidence “PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Source: RevenueBase Database · checked Sep 20, 2026
13	First Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	101 contacts →
	Partial evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 20, 2026
14	Hillross Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	87 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
15	Empower Wealth	Partial evidence	North Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	85 contacts →
	Partial evidence “Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Source: RevenueBase Database · checked Sep 20, 2026
16	KOSEC	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	81 contacts →
	Partial evidence “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Source: RevenueBase Database · checked Sep 20, 2026
17	Brentnalls SA	Partial evidence	Hindmarsh, AustraliaHQ checked Sep 20, 2026	51-200	77 contacts →
	Partial evidence “Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Source: RevenueBase Database · checked Sep 20, 2026
18	Fitzpatricks Advice Partners	Partial evidence	Sydney Cbd, AustraliaHQ checked Sep 20, 2026	11-50	73 contacts →
	Partial evidence “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Source: RevenueBase Database · checked Sep 20, 2026
19	CIB Accountants & Advisers	Indirect evidence	Parramatta, AustraliaHQ checked Sep 20, 2026	51-200	67 contacts →
	Indirect evidence “At CIB, we go beyond the numbers.” Source: RevenueBase Database · checked Sep 20, 2026
20	MGD Wealth	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	51-200	67 contacts →
	Partial evidence “We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.” Source: RevenueBase Database · checked Sep 20, 2026
21	Stateplus	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	63 contacts →
	Indirect evidence “For 25 years, StatePlus has helped everyday Australians take control of their money.” Source: RevenueBase Database · checked Sep 20, 2026
22	Ausun Finance	Partial evidence	Camberwell, AustraliaHQ checked Sep 20, 2026	11-50	63 contacts →
	Partial evidence “AUSUN Finance has well over 30 years of financial-planning experience between it's planners.” Source: RevenueBase Database · checked Sep 20, 2026
23	Northeast Wealth	Partial evidence	Chadstone, AustraliaHQ checked Sep 20, 2026	n/a	62 contacts →
	Partial evidence “Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.” Source: RevenueBase Database · checked Sep 20, 2026
24	Hewison Private Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	61 contacts →
	Indirect evidence “Your goals.” Source: RevenueBase Database · checked Sep 20, 2026
25	Stanford Brown	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	51-200	60 contacts →
	Indirect evidence “The invaluables.” Source: RevenueBase Database · checked Sep 20, 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: financial advisors for high net worth. 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 financial advisors for high net worth.
Partial evidence: Its own public description names part of financial advisors for high net worth, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisors for high net worth. 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 1,859 financial advisors for high net worth based in Australia

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Financial advisors for high net worth based in Australia at a glance

As of Sep 20, 2026

52.6%Verified-email coverage

8.7Average contacts per company

1-10Median size (employees)

14.5%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,327

11-50

454

51-200

201-500

501-1,000

1,001-5,000

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 1,859 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 advisors for high net worth, 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 Australia whose own description of what they do matches “financial advisors for high net worth”. 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 advisors for high net worth), 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 advisors for high net worth, and records with no verified work email. Companies headquartered outside Australia 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, 8,520 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 20, 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.

Financial advisors for high net worth by metro

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 advisors for high net worth, 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 advisors for high net worth are there based in Australia?

RevenueBase identified 1,859 financial advisors for high net worth headquartered in 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?

Findex, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most financial advisors for high net worth?

Sydney leads with 270 headquartered companies, followed by Melbourne (164) and Brisbane (66).

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 8,520 verified decision-maker contacts tracked across these 1,859 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 20, 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.