Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms based in Melbourne, Australia

RevenueBase identified 50 investment advisory law firms headquartered in Melbourne, Australia as of September 2026 and tracks 1,267 professional contacts across them, including 799 with verified work emails. Across Australia, Sydney is the largest hub for this category (70 companies); Melbourne follows with 50.

This list covers investment advisory law firms headquartered in Melbourne, 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 28, 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 28, 2026 86% judged on-target in blind review
50Companies
1,267Contacts tracked
799Verified emails
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The 25 largest investment advisory law firms based in Melbourne, Australia

Ranked by team size
Top 25 of 50 investment advisory law firms based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory law 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 evidenceMelbourne, AustraliaHQ checked Sep 28, 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 28, 2026
2Strong evidenceMelbourne, AustraliaHQ checked Sep 28, 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 28, 2026
3Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 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 28, 2026
4Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202651-20061 contacts →

Indirect evidence

“Your goals.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 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 28, 2026
6Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“At Verse, we take a wildly different approach to financial advice.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5022 contacts →

Strong evidence

“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5020 contacts →

Indirect evidence

“With Bourne & Weir, you'll work directly with senior advisers who bring decades of experience and a genuine commitment to personal service.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5018 contacts →

Partial evidence

“ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

“Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Carnbrea & Co.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“SFGA is a privately owned boutique advisory group founded by Jason Sourasis in 2006.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“We believe… Being trusted to manage and invest someone's wealth is a true honour and privilege.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“Lowe Lippmann Wealth Advisers has origins dating back to 1992.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“With over 15 years of experience in Financial Advising and 20 years in the Banking and Finance Industry all under one belt, you can trust that I am an experienced Financial…”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Established in 2008 with a view to providing high-quality, ethical, holistic financial advisory services to clients who want a personal and trusting relationship with an advisor.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“DFS Advisory Services is a solution-based advisory practice, offering our clients personalised advice around their individual wealth needs.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“At Falconer Advisers, our mission is simple – to share our collective expertise to help people take control of their financial future and build sustainable wealth.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 50 investment advisory law firms based in Melbourne, Australia

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Investment advisory law firms based in Melbourne, Australia at a glance

As of Sep 28, 2026
63.1%Verified-email coverage
25.3Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
15
51-200
4
501-1,000
1

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, 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 investment advisory law 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 Melbourne, Australia whose own description of what they do matches “investment advisory law 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 investment advisory law 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 investment advisory law firms, and records with no verified work email. Companies headquartered outside Melbourne 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, 799 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 28, 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 law firms by metro in Australia

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 law 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 investment advisory law firms are there based in Melbourne, Australia?

RevenueBase identified 50 investment advisory law firms headquartered in Melbourne, 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?

Bell Potter Securities, headquartered in Melbourne, tops this list with the largest team on record.

Which city in Australia has the most investment advisory law firms?

Sydney leads Australia with 70 headquartered companies, followed by Melbourne (50) and Brisbane (18).

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 799 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 28, 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.