Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 70 companies tracked

RevenueBase identified 70 investment advisory law firms headquartered in Sydney, Australia as of September 2026 and tracks 554 professional contacts across them, including 322 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers investment advisory law firms 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 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

70Companies

554Contacts tracked

322Verified emails

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The 25 largest investment advisory law firms based in Sydney, Australia

Ranked by team size

Top 25 of 70 investment advisory law firms based in Sydney, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	PSK Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
2	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
3	Blue Ocean Equities	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
4	Integral Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
5	Diamond Blue Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
6	Port Jackson Family Office	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
7	Sophie Grace	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	15 contacts →
	Indirect evidence “We are an Australian compliance and legal consultancy firm, with clients across Australia & internationally.” Source: RevenueBase Database · checked Sep 28, 2026
8	Ryker Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
9	Evolution Capital PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Evolution Capital is a client-focused full-service advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
10	Walker Lane	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients.” Source: RevenueBase Database · checked Sep 28, 2026
11	Cardena Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Cardena Private Wealth is an independently owned, fee-for-service wealth management and advisory firm based in Sydney’s Martin Place.” Source: RevenueBase Database · checked Sep 28, 2026
12	Renaissance Wealth Advisors	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Renaissance Wealth Advisors is a boutique Wealth Management Firm and Financial Planning.” Source: RevenueBase Database · checked Sep 28, 2026
13	Mistryfallahi Lawyers & Business Advisors	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “At MistryFallahi Lawyers and Business Advisors, we assist businesses, entrepreneurs, investors and wealthy professionals to minimise legal risks, build assets and protect wealth.” Source: RevenueBase Database · checked Sep 28, 2026
14	Veritas Securities Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Veritas Securities Limited is an Australian-owned and operated licenced securities dealer and corporate advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
15	Freshwater Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.” Source: RevenueBase Database · checked Sep 28, 2026
16	Tradingwaves	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Source: RevenueBase Database · checked Sep 28, 2026
17	Linton Advisory Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “We’re different.” Source: RevenueBase Database · checked Sep 28, 2026
18	Horizon Wealth Management - Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At Horizon Wealth Management, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make the best use…” Source: RevenueBase Database · checked Sep 28, 2026
19	Peak Wealth Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “We are Sydney based Financial Advisers that work intimately with you to make informed financial decisions in a tried, tested and organised manner for the long term.” Source: RevenueBase Database · checked Sep 28, 2026
20	Capitalwise	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future.” Source: RevenueBase Database · checked Sep 28, 2026
21	Franc Mark Sterling	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Whether you want to increase your assets and income or simply preserve and protect them, Franc Mark Sterling is here to help.” Source: RevenueBase Database · checked Sep 28, 2026
22	Brady & Associates Financial Advisers	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	3 contacts →
	Partial evidence “Brady & Associates Financial Advisers is a client wealth management advisory practice that operates under its own AFSL license on a fee for service basis.” Source: RevenueBase Database · checked Sep 28, 2026
23	Park Lane Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “The dream isn’t always clear cut, and the road to get there even less so.” Source: RevenueBase Database · checked Sep 28, 2026
24	Poole Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Poole Advisory is a boutique advisory firm offering a suite of financial services to help you get your financials under control.” Source: RevenueBase Database · checked Sep 28, 2026
25	Apexx Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “We believe that all Australians should have access to objective and affordable financial advice.” Source: RevenueBase Database · checked Sep 28, 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 law firms. 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 law firms.
Partial evidence: Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory law firms. 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 70 investment advisory law firms based in Sydney, Australia

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

As of Sep 28, 2026

58.1%Verified-email coverage

7.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

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 70 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 Sydney, 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 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, 322 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

Investment advisory law firms in Melbourne50

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 Sydney, Australia?

RevenueBase identified 70 investment advisory law firms 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?

PSK Private Wealth, headquartered in Sydney, 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 322 verified decision-maker contacts tracked across these 70 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.