Company lists · Data refreshed September 2026

Top 25 Investment advisory services based in Melbourne, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 144 companies tracked

RevenueBase identified 144 investment advisory services headquartered in Melbourne, Australia as of September 2026 and tracks 3,887 professional contacts across them, including 2,411 with verified work emails. Sydney is the largest hub.

This list covers investment advisory services 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 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

144Companies

3,887Contacts tracked

2,411Verified emails

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The 25 largest investment advisory services based in Melbourne, Australia

Ranked by team size

Top 25 of 144 investment advisory services based in Melbourne, 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 services: 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	Findex	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1,001-5,000	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, 2026
2	Bell Potter Securities	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	501-1,000	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, 2026
3	Viridian Financial Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	201-500	295 contacts →
	Indirect evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 20, 2026
4	Jana Investment Advisers	Strong evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	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, 2026
5	Evans & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	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, 2026
6	First Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	101 contacts →
	Indirect evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 20, 2026
7	The Practice	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	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, 2026
8	FMD Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	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, 2026
9	Akambo	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	38 contacts →
	Indirect evidence “We strengthen advice models, we don’t reinvent them.” Source: RevenueBase Database · checked Sep 20, 2026
10	Intralink Wealth Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	33 contacts →
	Indirect evidence “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Source: RevenueBase Database · checked Sep 20, 2026
11	Reventon	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	31 contacts →
	Indirect evidence “Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Source: RevenueBase Database · checked Sep 20, 2026
12	Verse Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “At Verse, we take a wildly different approach to financial advice.” Source: RevenueBase Database · checked Sep 20, 2026
13	First Samuel Limited	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Source: RevenueBase Database · checked Sep 20, 2026
14	Lanteri Partners Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.” Source: RevenueBase Database · checked Sep 20, 2026
15	Cameron Harrison	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…” Source: RevenueBase Database · checked Sep 20, 2026
16	Prosolution Private Office	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Source: RevenueBase Database · checked Sep 20, 2026
17	Guideway Financial Services	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Guideway is the premier provider of quality, customised advisory services for large superannuation funds and independently minded advisory professionals.” Source: RevenueBase Database · checked Sep 20, 2026
18	Financial Coaching PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	15 contacts →
	Indirect evidence “Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.” Source: RevenueBase Database · checked Sep 20, 2026
19	Focus Partners Australia Link Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 20, 2026
20	Frais Capital PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	15 contacts →
	Partial evidence “Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.” Source: RevenueBase Database · checked Sep 20, 2026
21	Freedom Strategy Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Source: RevenueBase Database · checked Sep 20, 2026
22	Warr Hunt	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	13 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 20, 2026
23	Collins House	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Source: RevenueBase Database · checked Sep 20, 2026
24	Wattle Partners Retirement Wealth Specialists	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “Our mission is to inform and empower our clients through independent financial advice, to allow them to concentrate on what they value.” Source: RevenueBase Database · checked Sep 20, 2026
25	Acton Wealth PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “ActOn Wealth is a boutique firm of exceptionally knowledgeable and skilled financial planning advisors.” 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 services. 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 services.
Partial evidence: Its own public description names part of investment advisory services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory services. 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 144 investment advisory services based in Melbourne, Australia

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Investment advisory services based in Melbourne, Australia at a glance

As of Sep 20, 2026

62.0%Verified-email coverage

27.0Average contacts per company

1-10Median size (employees)

170.1%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

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 Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 144 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 services, 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 services”. 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 services), 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 services, 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, 2,411 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 services by metro in Australia

Investment advisory services in Sydney245
Investment advisory services in Melbourne144
Investment advisory services in Brisbane54
Investment advisory services in Perth42
Investment advisory services in Adelaide39
Investment advisory services in North Sydney27

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 services, 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 services are there based in Melbourne, Australia?

RevenueBase identified 144 investment advisory services 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?

Findex, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most investment advisory services?

Sydney leads with 245 headquartered companies, followed by Melbourne (144) and Brisbane (54).

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 2,411 verified decision-maker contacts tracked across these 144 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.