Company lists · Data refreshed September 2026

Top 25 Holistic financial advisors based in Brisbane, Australia

Name: Holistic financial advisors based in Brisbane, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 72 companies tracked

RevenueBase identified 72 holistic financial advisors headquartered in Brisbane, Australia as of September 2026 and tracks 613 professional contacts across them, including 298 with verified work emails. Sydney is the largest hub.

This list covers holistic financial 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 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

72Companies

613Contacts tracked

298Verified emails

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The 25 largest holistic financial advisors based in Brisbane, Australia

Ranked by team size

Top 25 of 72 holistic financial advisors based in Brisbane, Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to holistic financial 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	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
2	Solomons Group	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	51-200	50 contacts →
	Indirect evidence “At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Source: RevenueBase Database · checked Sep 20, 2026
3	Wealth Architects	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	51-200	37 contacts →
	Strong 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 20, 2026
4	Tupicoffs, The Independent Financial Planners	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	37 contacts →
	Indirect evidence “Tupicoffs provide advice on a fee for service basis.” Source: RevenueBase Database · checked Sep 20, 2026
5	Snelleman TOM	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	36 contacts →
	Partial evidence “In 1984, Bert Snelleman started a different type of advisory business.” Source: RevenueBase Database · checked Sep 20, 2026
6	Tynans	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	33 contacts →
	Strong evidence “Tynans is a boutique financial advisory firm in Brisbane.” Source: RevenueBase Database · checked Sep 20, 2026
7	Stonehouse Wealth Management	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	29 contacts →
	Strong 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 20, 2026
8	Stratus Financial Group	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial 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 20, 2026
9	Bright Advice Partners	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial 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 20, 2026
10	Aspire Retire Wealth Advisory	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Partial evidence “Aspire Retire is an award winning, privately owned and licensed financial services firm established in 2003.” Source: RevenueBase Database · checked Sep 20, 2026
11	Goodman Private Wealth LTD	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.” Source: RevenueBase Database · checked Sep 20, 2026
12	AMAFA	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “is a boutique Dealer Group, offering holistic financial advice and lending options to our valued clients.” Source: RevenueBase Database · checked Sep 20, 2026
13	Capital Focused Private Wealth	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.” Source: RevenueBase Database · checked Sep 20, 2026
14	Life Assets	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial 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 20, 2026
15	Solace Financial	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong 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 20, 2026
16	Attract Wealth	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Attract Wealth isn’t just a name-it’s a mindset.” Source: RevenueBase Database · checked Sep 20, 2026
17	CFL Financial Planning	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial 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 20, 2026
18	Platinum Investment Advisory	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 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 20, 2026
19	Marin Wealth	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial 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 20, 2026
20	Fintech Financial Services	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Fintech Financial Services Pty Ltd (formerly Integrated Financial Solutions) is a boutique full-service financial advice business located in Fortitude Valley, Brisbane.” Source: RevenueBase Database · checked Sep 20, 2026
21	Horizon Wealth Advisory	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Horizon Wealth Advisory is a boutique wealth management firm dedicated to offering a suite of financial services to help you get your finances under control.” Source: RevenueBase Database · checked Sep 20, 2026
22	RM Wealth	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Source: RevenueBase Database · checked Sep 20, 2026
23	Lantern Advisory	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Lantern Advisory is a Brisbane-based financial planning firm providing tailored advice and services including financial planning, wealth management and insurance services to…” Source: RevenueBase Database · checked Sep 20, 2026
24	Bell Partners QLD	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	51-200	3 contacts →
	Strong evidence “Bell Partners is a highly reputable financial and business advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
25	Panoptic Wealth Management	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” 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: holistic financial 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 holistic financial advisors.
Partial evidence: Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name holistic financial 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 72 holistic financial advisors based in Brisbane, Australia

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Holistic financial advisors based in Brisbane, Australia at a glance

As of Sep 20, 2026

48.6%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

370.8%Largest-city concentration · Sydney

Sep 20, 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 72 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 holistic financial 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 “holistic financial 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 holistic financial 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 holistic financial 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, 298 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.

Holistic financial advisors by metro in Australia

Holistic financial advisors in Sydney267
Holistic financial advisors in Melbourne167
Holistic financial advisors in Brisbane72
Holistic financial advisors in Perth44
Holistic financial advisors in Adelaide41
Holistic financial advisors in North Sydney39
Holistic financial advisors in Brisbane City28

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 holistic financial 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 holistic financial advisors are there based in Brisbane, Australia?

RevenueBase identified 72 holistic financial 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?

MGD Wealth, headquartered in Brisbane, tops this list with the largest team on record.

Which city has the most holistic financial advisors?

Sydney leads with 267 headquartered companies, followed by Melbourne (167) and Brisbane (72).

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 298 verified decision-maker contacts tracked across these 72 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.