Company lists · Data refreshed September 2026

Top 25 Investment advisory companies based in Sydney, Australia

Name: Investment advisory companies based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 208 companies tracked

RevenueBase identified 208 investment advisory companies headquartered in Sydney, Australia as of September 2026 and tracks 2,982 professional contacts across them, including 1,674 with verified work emails. Sydney is the largest hub.

This list covers investment advisory companies headquartered in Sydney, 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

208Companies

2,982Contacts tracked

1,674Verified emails

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The 25 largest investment advisory companies based in Sydney, Australia

Ranked by team size

Top 25 of 208 investment advisory companies based in Sydney, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	ORD Minnett	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	556 contacts →
	Partial evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 20, 2026
2	Shaw And Partners Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	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, 2026
3	PSK Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	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, 2026
4	Betashares	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	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, 2026
5	Bridges Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	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, 2026
6	KOSEC	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	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, 2026
7	Fisher Investments Australia	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1,001-5,000	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, 2026
8	Taylor Collison Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	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, 2026
9	Alteris Financial Group	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	51 contacts →
	Partial evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 20, 2026
10	Tribeca Investment Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	41 contacts →
	Strong evidence “Tribeca Investment Partners is a specialist, active investment and advisory firm with offices in Sydney, Brisbane and Singapore.” Source: RevenueBase Database · checked Sep 20, 2026
11	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	32 contacts →
	Indirect evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 20, 2026
12	Enrizen Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	27 contacts →
	Indirect evidence “At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.” Source: RevenueBase Database · checked Sep 20, 2026
13	Private Wealth Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	26 contacts →
	Indirect evidence “Private Wealth Partners is a privately owned financial planning practice based in Sydney.” Source: RevenueBase Database · checked Sep 20, 2026
14	Providence Wealth Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	24 contacts →
	Strong evidence “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Source: RevenueBase Database · checked Sep 20, 2026
15	Atrium Investment Management	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial evidence “Atrium Investment Management is a specialist global investment management firm based in Sydney.” Source: RevenueBase Database · checked Sep 20, 2026
16	Blue Ocean Equities	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “Blue Ocean Equities has emerged as a unique financial services offering in the Australian and international marketplace.” Source: RevenueBase Database · checked Sep 20, 2026
17	Belay Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 20, 2026
18	Peloton Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	19 contacts →
	Strong evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Source: RevenueBase Database · checked Sep 20, 2026
19	Financial Spectrum	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.” Source: RevenueBase Database · checked Sep 20, 2026
20	Integral Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
21	Diamond Blue Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Source: RevenueBase Database · checked Sep 20, 2026
22	Port Jackson Family Office	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	15 contacts →
	Partial evidence “Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a…” Source: RevenueBase Database · checked Sep 20, 2026
23	Ryker Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Partial evidence “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Source: RevenueBase Database · checked Sep 20, 2026
24	Mavin Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Strong evidence “Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Source: RevenueBase Database · checked Sep 20, 2026
25	Evolution Capital PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Partial evidence “Evolution Capital is a client-focused full-service advisory firm.” 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: 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 208 investment advisory companies based in Sydney, Australia

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Investment advisory companies based in Sydney, Australia at a glance

As of Sep 20, 2026

56.1%Verified-email coverage

14.3Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

141

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 208 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 Sydney, 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 Sydney 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, 1,674 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 in Australia

Investment advisory companies in Sydney208
Investment advisory companies in Melbourne129
Investment advisory companies in Brisbane44
Investment advisory companies in Perth31
Investment advisory companies in Adelaide28
Investment advisory companies in North Sydney25

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 Sydney, Australia?

RevenueBase identified 208 investment advisory companies headquartered in Sydney, 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?

ORD Minnett, headquartered in Sydney, 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 1,674 verified decision-maker contacts tracked across these 208 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.