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.
The 25 largest investment advisory companies based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 556 contacts → | ||||
Partial evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 528 contacts → | ||||
Partial evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 412 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 295 contacts → | ||||
Indirect evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 223 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 191 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 183 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 181 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 178 contacts → | ||||
Indirect evidence “Welcome to Australia's trusted home of great advice.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 169 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 150 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 101 contacts → | ||||
Indirect evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 81 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 71 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 68 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 67 contacts → | ||||
Indirect evidence “At CIB, we go beyond the numbers.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 62 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 61 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 60 contacts → | ||||
Indirect evidence “The invaluables.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 59 contacts → | ||||
Indirect evidence “Our experienced advisers know health, wealth and happiness is what most people want from life.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 53 contacts → | ||||
Indirect evidence “Our vision is to create wealth* for all business owners.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 51 contacts → | ||||
Partial evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 51 contacts → | ||||
Indirect evidence “Building Australia's most trusted wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 50 contacts → | ||||
Indirect evidence “Escala Partners is the new standard in personalised wealth management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: investment advisory companies. 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 investment advisory companies.
- Partial evidence
- Its own public description names part of investment advisory companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment advisory companies. 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 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, 2026Companies by employee count
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.
Investment advisory companies by metro
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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Investment advisory companies by geography
- Investment advisory companies based in Adelaide, Australia
- Investment advisory companies based in Brisbane, Australia
- Investment advisory companies based in Melbourne, Australia
- Investment advisory companies based in North Sydney, Australia
- Investment advisory companies based in Perth, Australia
- Investment advisory companies based in Sydney, Australia
- Investment advisory companies based in Belo Horizonte, Brazil
- Investment advisory companies based in Curitiba, Brazil
- Investment advisory companies based in Porto Alegre, Brazil
- Investment advisory companies based in Rio De Janeiro, Brazil
- Investment advisory companies based in Sao Paulo, Brazil
- Investment advisory companies based in Calgary, Canada
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.
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