Company lists · Data refreshed November 2026

Top 25 Fund management advisory services based in Melbourne, Australia

RevenueBase identified 73 company matches for fund management advisory services associated with Melbourne, Australia as of November 2026 and tracks 1,602 professional contacts across them, including 852 with verified work emails. Across Australia, Sydney is the largest hub for this category (104 companies); Melbourne follows with 73.

This list covers company matches for fund management advisory services associated with Melbourne, 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
73Companies
1,602Contacts tracked
852Verified emails
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The 25 largest fund management advisory services based in Melbourne, Australia

Ranked by team size
Top 25 of 73 company matches for fund management advisory services based in Melbourne, 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, 2026501-1,000566 contacts →

Exact match

“Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchMelbourne, AustraliaHQ recorded Nov 6, 2026201-500330 contacts →

Exact match

“BlueRock is for entrepreneurs, by entrepreneurs.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202651-20091 contacts →

Exact match

“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5042 contacts →

Exact match

“We strengthen advice models, we don’t reinvent them.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5034 contacts →

Exact match

“The SILC Group is a funds specialist servicing the unique needs of investment managers, asset sponsors and wholesale investors through our distinct portfolio, digital and capital…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“9Yards is an Australian professional advisory company built on the belief that our clients deserve well-designed, comprehensive strategies that empower effective business…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-1014 contacts →

Exact match

“Watershed Funds Management was established with a clear mission to partner with Independent Financial Advice firms, providing advisers with the support they need to grow and scale…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Accordius is a unique, privately owned personal funds management business for high net wealth individuals that aims to maximise long-term after-tax returns.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-507 contacts →

Exact match

“Lowe Lippmann Wealth Advisers has origins dating back to 1992.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Euree Asset Management is a boutique funds management business with offices in Sydney and Melbourne.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-507 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-105 contacts →

Exact match

“With over 15 years of experience in Financial Advising and 20 years in the Banking and Finance Industry all under one belt, you can trust that I am an experienced Financial…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Keep Wealth Partners is a privately owned, boutique wealth management business.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Maybe your life’s not on the steady, or maybe you’re just not numbers ready, whatever the case may be, you need an adviser that’s at the ready.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Strategic, Finance and Business Advisory Firm Accension means:"the state of being ignited or the act of igniting" Our Philosophy is simple.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Founded in 2016 as a boutique investor, we are passionate about sharing our collective experience to knock down the walls of access for clients to the ultimate investors in the…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“At Capital Wealth Advisers, we strive to provide excellence in service.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-503 contacts →

Exact match

“Pillar Financial offers the full suite of financial advice through our qualified, expert affiliates, with a dedicated focus on aligning with our clients’ diverse needs across:+…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Our goal at Hudson Advisory Group is to help our clients enjoy their lives to the fullest while preserving the security of their future, through providing a long-term service of…”

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

Showing 25 of 73 fund management advisory services based in Melbourne, Australia

See the full list, filter by size, metro and specialty, and access 852 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fund management advisory services based in Melbourne, Australia at a glance

As of Nov 6, 2026
53.2%Verified-email coverage
21.9Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
50
11-50
16
51-200
3
201-500
1
501-1,000
1
1,001-5,000
1

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 73 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 Melbourne, Australia whose business descriptions match “fund management 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 852 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.

Fund management advisory services by metro in Australia

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 “fund management advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fund management advisory services are there based in Melbourne, Australia?

RevenueBase identified 73 company matches for fund management advisory services associated with Melbourne, 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?

Bell Potter Securities tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Australia has the most fund management advisory services?

Sydney leads Australia with 104 company records, followed by Melbourne (73) and Adelaide (19).

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 852 professional contacts with verified work emails tracked across these 73 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.