Company lists · Data refreshed September 2026

Top 16 Hybrid advisory firms based in Hong Kong

RevenueBase identified 50 hybrid advisory firms headquartered in Hong Kong as of September 2026 and tracks 635 professional contacts across them, including 156 with verified work emails. Hong Kong is the largest hub.

This list covers hybrid advisory firms headquartered in Hong Kong, 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
50Companies
635Contacts tracked
156Verified emails
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The 16 largest hybrid advisory firms based in Hong Kong

Ranked by team size
Top 16 of 50 hybrid advisory firms based in Hong Kong, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory 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 evidence38/f, Hong KongHQ checked Sep 20, 20261,001-5,000142 contacts →

Partial evidence

“Established since AMG is one of the leading providers of wealth management and financial advisory services in the Region, backed by a group of senior executives with demonstrated…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceHong KongHQ checked Sep 20, 202611-5033 contacts →

Indirect evidence

“Platinum Financial Services Limited (PFS) was formed by a group of successful and experienced Financial Planners who’s business objective is to create and maintain wealth for…”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceHong KongHQ checked Sep 20, 202611-5029 contacts →

Partial evidence

“Alētheia Capital has built Asia’s #1 & First Full scale and Largest Independent Investment Advisory Firm through organic growth as well as (three) acquisitions.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceHong KongHQ checked Sep 20, 202611-5024 contacts →

Indirect evidence

“Rockpool is a boutique integrated wealth management firm that combines a unique depth of investment experience with a tailored service, focused on maximizing value and achieving…”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceHong, Hong KongHQ checked Sep 20, 202611-5022 contacts →

Indirect evidence

“The company adopts a straightforward approach that is centred on integrity, clear communication and a focus on the long-term financial security of our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceHong KongHQ checked Sep 20, 2026201-50018 contacts →

Indirect evidence

“LUKFOOK FINANCIAL SERVICES LIMITED (“LUKFOOK FINANCIAL" or "the Group”) is a licensed trademark user of Luk Fook Holdings Company Limited, which is a subsidiary of Luk Fook…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceHong KongHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life-Centred Financial Planning advice, delivered via our LifePlan…”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceHong KongHQ checked Sep 20, 202611-5012 contacts →

Partial evidence

“We are an independent wealth advisory firm that leverages our experience and extensive relationships in the banking and investment sectors to meet the long term customized needs…”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceKowloon, Hong KongHQ checked Sep 20, 202611-5012 contacts →

Partial evidence

“Since its conceptualization in 2005, finexis advisory has grown to become one of the largest independently-owned financial advisory firms in Singapore.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceHong KongHQ checked Sep 20, 202611-506 contacts →

Partial evidence

“The Group’s key scope of business is wealth management which covers advisory services, discretionary portfolio management and funds.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceHong KongHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“B Investments Group” is a boutique financial services and business advisory hub focused on institutional, corporate, and HNWI clients operating in emerging markets.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceHong KongHQ checked Sep 20, 202611-502 contacts →

Indirect evidence

“Since 1993 ICC has been offering independent, expert Wealth Management solutions to private individuals, trustees and corporations.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceHong KongHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Aria Forum provides highly personalised wealth planning services, investment management and tax planning.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceHong KongHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Boutique financial services, advisory and consultation business providing tailored expertise, insight and value to hedge funds, UHNW investors, large asset managers and financial…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceTsim Sha Tsui, Hong KongHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“Both CMG Wealth Management Pte.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidence观塘区, Hong KongHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Solver Consultancy Limited provide professional wealth management services to individuals and corporates.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 16 of 50 hybrid advisory firms based in Hong Kong

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Hybrid advisory firms based in Hong Kong at a glance

As of Sep 20, 2026
24.6%Verified-email coverage
12.7Average contacts per company
11-50Median size (employees)
64.0%Largest-city concentration · Hong Kong
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
14
11-50
25
51-200
8
201-500
2
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Hong Kong, so it is reported there. Company counts and contact totals on this page are exact for Hong Kong, over 50 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 hybrid advisory 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 Hong Kong whose own description of what they do matches “hybrid advisory 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 hybrid advisory 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 hybrid advisory firms, and records with no verified work email. Companies headquartered outside Hong Kong 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, 156 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.

Hybrid advisory firms by metro

  • Hybrid advisory firms in Hong Kong32

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 hybrid advisory 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 hybrid advisory firms are there based in Hong Kong?

RevenueBase identified 50 hybrid advisory firms headquartered in Hong Kong 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?

AMG Financial Group, headquartered in Kong, tops this list with the largest team on record.

Which city has the most hybrid advisory firms?

Hong Kong leads with 32 headquartered companies, followed by Hong (5) and Kowloon (2).

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 156 verified decision-maker contacts tracked across these 50 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.