Company lists · Data refreshed September 2026

Top 25 Investment advisory companies based in Australia

RevenueBase identified 1,302 investment advisory companies headquartered in Australia as of September 2026 and tracks 12,446 professional contacts across them, including 7,121 with verified work emails. Sydney is the largest hub.

This list covers investment advisory companies 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
1,302Companies
12,446Contacts tracked
7,121Verified emails
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The 25 largest investment advisory companies based in Australia

Ranked by team size
Top 25 of 1,302 investment advisory companies 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 investment advisory companies: 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
1Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 20261,001-5,0001,664 contacts →

Indirect evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceSydney, AustraliaHQ checked Sep 20, 2026201-500556 contacts →

Partial evidence

“Ord Minnett is an Australian owned wealth management and investment services firm.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 2026501-1,000528 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceSydney, AustraliaHQ checked Sep 20, 2026201-500412 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
5Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 2026201-500295 contacts →

Indirect evidence

“Viridian Financial Group is a leading Australian diversified financial services business.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceSydney, AustraliaHQ checked Sep 20, 2026201-500223 contacts →

Indirect evidence

“PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceSydney, AustraliaHQ checked Sep 20, 202651-200191 contacts →

Partial evidence

“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.”

Source: RevenueBase Database · checked Sep 20, 2026
8Strong evidenceMelbourne, AustraliaHQ checked Sep 20, 202651-200183 contacts →

Strong evidence

“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202651-200181 contacts →

Indirect 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
10Indirect evidenceArmidale, AustraliaHQ checked Sep 20, 2026201-500178 contacts →

Indirect evidence

“Welcome to Australia's trusted home of great advice.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceSouthbank, AustraliaHQ checked Sep 20, 2026201-500169 contacts →

Indirect 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
12Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202651-200150 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
13Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202651-200101 contacts →

Indirect evidence

“Who is First Financial?”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202651-20081 contacts →

Indirect 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
15Partial evidenceSydney, AustraliaHQ checked Sep 20, 20261,001-5,00071 contacts →

Partial evidence

“Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL which provides services to wholesale clients only and outsources…”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202651-20068 contacts →

Indirect evidence

“Taylor Collison is a leading financial services firm, providing advice and wealth creation services to private and institutional investors and corporate clients throughout…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceParramatta, AustraliaHQ checked Sep 20, 202651-20067 contacts →

Indirect evidence

“At CIB, we go beyond the numbers.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceChadstone, AustraliaHQ checked Sep 20, 2026n/a62 contacts →

Indirect 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
19Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202651-20061 contacts →

Indirect evidence

“We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 20, 202651-20060 contacts →

Indirect evidence

“The invaluables.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5059 contacts →

Indirect evidence

“Our experienced advisers know health, wealth and happiness is what most people want from life.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceHamilton, AustraliaHQ checked Sep 20, 202611-5053 contacts →

Indirect evidence

“Our vision is to create wealth* for all business owners.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5051 contacts →

Partial evidence

“Alteris Financial Group provides financial advisory and management for individuals and families across generations.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceMilton, AustraliaHQ checked Sep 20, 202651-20051 contacts →

Indirect evidence

“Building Australia's most trusted wealth management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceMelbourne Sydney, AustraliaHQ checked Sep 20, 202651-20050 contacts →

Indirect evidence

“Escala Partners is the new standard in personalised wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 1,302 investment advisory companies based in Australia

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Investment advisory companies based in Australia at a glance

As of Sep 20, 2026
57.2%Verified-email coverage
9.6Average contacts per company
1-10Median size (employees)
16.0%Largest-city concentration · Sydney
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
929
11-50
314
51-200
35
201-500
8
501-1,000
4
1,001-5,000
2

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 1,302 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 investment advisory companies, 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 “investment advisory companies”. 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 investment advisory companies), 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 investment advisory companies, 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, 7,121 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.

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 investment advisory companies, 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 investment advisory companies are there based in Australia?

RevenueBase identified 1,302 investment advisory companies 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 investment advisory companies?

Sydney leads with 208 headquartered companies, followed by Melbourne (129) and Brisbane (44).

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 7,121 verified decision-maker contacts tracked across these 1,302 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.