Company lists · Data refreshed September 2026

Top 15 Investment advisory companies based in Malaysia

RevenueBase identified 95 investment advisory companies headquartered in Malaysia as of September 2026 and tracks 2,240 professional contacts across them, including 215 with verified work emails. Kuala Lumpur is the largest hub.

This list covers investment advisory companies headquartered in Malaysia, 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
95Companies
2,240Contacts tracked
215Verified emails
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The 15 largest investment advisory companies based in Malaysia

Ranked by team size
Top 15 of 95 investment advisory companies based in Malaysia, 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 evidenceKuala Lumpur, MalaysiaHQ checked Sep 20, 2026201-500484 contacts →

Indirect evidence

“AHAM Asset Management Berhad ("AHAM Capital") is an independently-managed, institutionally-owned asset management rm.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceBayan Lepas, MalaysiaHQ checked Sep 20, 2026201-500240 contacts →

Partial evidence

“Public Gold Marketing Sdn Bhd is an investment management company based out of Plot 21 Technoplex Medan Bayan Lepastaman Perindustrian Bayan Lepas Phase Vi, Bayan Lepas, Penang…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceKuala Lumpur, MalaysiaHQ checked Sep 20, 202651-200104 contacts →

Indirect evidence

“Infinity Financial Solutions is a leading provider of financial services in Asia.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceKuala Lumpur, MalaysiaHQ checked Sep 20, 202651-20096 contacts →

Partial evidence

“FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceDesa Pandan, MalaysiaHQ checked Sep 20, 202611-5061 contacts →

Partial evidence

“Wealth Advantage Advisory Sdn.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceKuala Lumpur, MalaysiaHQ checked Sep 20, 202611-5054 contacts →

Partial evidence

“Since our inception, Vaersa has grown tremendously and prided itself as a professional financial advisory synonymous with impeccable services.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceBandar Kuala Lumpur, MalaysiaHQ checked Sep 20, 202651-20021 contacts →

Indirect evidence

“Malayan United Industries Berhad (MUI) is listed on the Main Market of Bursa Malaysia Securities Berhad.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceKuala Lumpur, MalaysiaHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“Three Sixty Financial provides confident financial advice that fits the way you live and work.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceShah Alam, MalaysiaHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“As a trusted PRUDENTIAL premier partner for over two decades, Finesse has vast industry experience in delivering tailor-made solutions for a broad range of clients, including…”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceBukit Bintang, MalaysiaHQ checked Sep 20, 202651-2009 contacts →

Strong evidence

“iWealth Global, your trusted partner for investment analysis and advisory services.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceKuala Lumpur, MalaysiaHQ checked Sep 20, 20261-109 contacts →

Strong evidence

“Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations…”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceMont Kiara, MalaysiaHQ checked Sep 20, 202651-2006 contacts →

Indirect evidence

“Malaysia's Leading Financial Planning and Approved Financial Adviser Firm.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidencePetaling Jaya, MalaysiaHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Excellentte Consultancy was founded by Alfred Sek who has 40 years of experience in the financial services industry and pioneered the financial planning industry in Malaysia…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceFederal Territory Of Labuan, MalaysiaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“The HARVESTKORP Group is a boutique organisation that focuses on providing our clients with sound financial advice and tailor-made solutions to manage their wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceKuala Lumpur, MalaysiaHQ checked Sep 20, 202611-502 contacts →

Indirect evidence

“At ValueAdd Solution Sdn.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 15 of 95 investment advisory companies based in Malaysia

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Investment advisory companies based in Malaysia at a glance

As of Sep 20, 2026
9.6%Verified-email coverage
23.6Average contacts per company
11-50Median size (employees)
33.7%Largest-city concentration · Kuala Lumpur
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
29
11-50
41
51-200
18
201-500
6
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Malaysia, so it is reported there. Company counts and contact totals on this page are exact for Malaysia, over 95 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 Malaysia 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 Malaysia 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, 215 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

  • Investment advisory companies in Kuala Lumpur32

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 Malaysia?

RevenueBase identified 95 investment advisory companies headquartered in Malaysia 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?

Aham Asset Management Berhad, headquartered in Kuala Lumpur, tops this list with the largest team on record.

Which city has the most investment advisory companies?

Kuala Lumpur leads with 32 headquartered companies, followed by Petaling Jaya (22) and Shah Alam (4).

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 215 verified decision-maker contacts tracked across these 95 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.