Company lists · Data refreshed September 2026

Top 25 Goal-based investment advisors based in Brisbane, Australia

Name: Goal-based investment advisors based in Brisbane, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 80 companies tracked

RevenueBase identified 80 goal-based investment advisors headquartered in Brisbane, Australia as of September 2026 and tracks 537 professional contacts across them, including 258 with verified work emails. Sydney is the largest hub.

This list covers goal-based investment advisors headquartered in Brisbane, 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 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

80Companies

537Contacts tracked

258Verified emails

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The 25 largest goal-based investment advisors based in Brisbane, Australia

Ranked by team size

Top 25 of 80 goal-based investment advisors based in Brisbane, Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to goal-based investment 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	DNR Capital	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	38 contacts →
	Partial evidence “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Source: RevenueBase Database · checked Sep 19, 2026
2	Wealth Architects	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	51-200	37 contacts →
	Partial evidence “Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.” Source: RevenueBase Database · checked Sep 19, 2026
3	Tupicoffs, The Independent Financial Planners	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	37 contacts →
	Indirect evidence “Tupicoffs provide advice on a fee for service basis.” Source: RevenueBase Database · checked Sep 19, 2026
4	Tynans	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	33 contacts →
	Partial evidence “Tynans is a boutique financial advisory firm in Brisbane.” Source: RevenueBase Database · checked Sep 19, 2026
5	Stonehouse Wealth Management	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	29 contacts →
	Partial evidence “Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Source: RevenueBase Database · checked Sep 19, 2026
6	Stratus Financial Group	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	23 contacts →
	Indirect evidence “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Source: RevenueBase Database · checked Sep 19, 2026
7	Bright Advice Partners	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Bright Advice Partners has been helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures since the…” Source: RevenueBase Database · checked Sep 19, 2026
8	Aspire Retire Wealth Advisory	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Aspire Retire is an award winning, privately owned and licensed financial services firm established in 2003.” Source: RevenueBase Database · checked Sep 19, 2026
9	Goodman Private Wealth LTD	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.” Source: RevenueBase Database · checked Sep 19, 2026
10	Misso Wealth Management	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “We deliver personalised wealth management advice to professionals, executives, business owners (current and those who have sold up) and family groups with wealth who have a desire…” Source: RevenueBase Database · checked Sep 19, 2026
11	Virtual Financial Advice	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Source: RevenueBase Database · checked Sep 19, 2026
12	Guardian Investments	Strong evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Source: RevenueBase Database · checked Sep 19, 2026
13	Templetons Financial	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Source: RevenueBase Database · checked Sep 19, 2026
14	Capital Focused Private Wealth	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.” Source: RevenueBase Database · checked Sep 19, 2026
15	Life Assets	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Source: RevenueBase Database · checked Sep 19, 2026
16	Solace Financial	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Source: RevenueBase Database · checked Sep 19, 2026
17	Affluence Funds Management	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Source: RevenueBase Database · checked Sep 19, 2026
18	Attract Wealth	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Attract Wealth isn’t just a name-it’s a mindset.” Source: RevenueBase Database · checked Sep 19, 2026
19	CFL Financial Planning	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At CFL Financial Planning we pride ourselves on being 'cutting edge','forward thinking' and delivering a 'service oriented' solution to Successful and Motivated business owners &…” Source: RevenueBase Database · checked Sep 19, 2026
20	Platinum Investment Advisory	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “We are a boutique financial planning and investment firm based in the heart of Brisbane CBD.” Source: RevenueBase Database · checked Sep 19, 2026
21	Fierra Wealth	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Financial advice that gets you on track, so you can live a Stellar Life!” Source: RevenueBase Database · checked Sep 19, 2026
22	JLH Finance Advisory	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “The team at JLH Finance Advisory treat our clients like old friends, partnering with them to achieve the best results for them and their families.” Source: RevenueBase Database · checked Sep 19, 2026
23	Libertate Family Office	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “It is our belief that knowing where you're headed makes all the difference.” Source: RevenueBase Database · checked Sep 19, 2026
24	Lucid Financial	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Kristy, Financial Adviser & Founder of Lucid Financial, believes that financial security is essential to a happy home.” Source: RevenueBase Database · checked Sep 19, 2026
25	Marin Wealth	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Marin Wealth is a Brisbane-based financial advice firm helping high-income professionals, business owners, and pre-retirees build wealth that outlasts them.” 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: goal-based investment 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 goal-based investment advisors.
Partial evidence: Its own public description names part of goal-based investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal-based investment 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 80 goal-based investment advisors based in Brisbane, Australia

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Goal-based investment advisors based in Brisbane, Australia at a glance

As of Sep 19, 2026

48.0%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

396.2%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole Australia list rather than for Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 80 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 goal-based investment 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 Brisbane, Australia whose own description of what they do matches “goal-based investment 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 goal-based investment 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 goal-based investment advisors, and records with no verified work email. Companies headquartered outside Brisbane 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, 258 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.

Goal-based investment advisors by metro in Australia

Goal-based investment advisors in Sydney317
Goal-based investment advisors in Melbourne213
Goal-based investment advisors in Brisbane80
Goal-based investment advisors in Adelaide48
Goal-based investment advisors in Perth48
Goal-based investment advisors in North Sydney39
Goal-based investment advisors in Brisbane City30

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 goal-based investment 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 goal-based investment advisors are there based in Brisbane, Australia?

RevenueBase identified 80 goal-based investment advisors headquartered in Brisbane, 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?

DNR Capital, headquartered in Brisbane, tops this list with the largest team on record.

Which city has the most goal-based investment advisors?

Sydney leads with 317 headquartered companies, followed by Melbourne (213) and Brisbane (80).

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 258 verified decision-maker contacts tracked across these 80 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.