Company lists · Data refreshed September 2026
Top 24 Investment advisory services based in Hong Kong
RevenueBase identified 91 investment advisory services headquartered in Hong Kong as of September 2026 and tracks 2,332 professional contacts across them, including 336 with verified work emails. Hong Kong is the largest hub.
This list covers investment advisory services headquartered in Hong Kong, 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.
The 24 largest investment advisory services based in Hong Kong
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 392 contacts → | ||||
Indirect evidence “Established and registered in Hong Kong, CMB International Capital Corporation Limited (“CMBI”) is a wholly-owned subsidiary of China Merchant Bank (“CMB”).” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 335 contacts → | ||||
Indirect evidence “Everbright Securities International*(“EBSI”) is a leading financial services institution serving individuals, corporations and institutions in the region for over 56 years.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 142 contacts → | ||||
Partial evidence “Established since AMG is one of the leading providers of wealth management and financial advisory services in the Region, backed by a group of senior executives with demonstrated…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 80 contacts → | ||||
Partial evidence “Our company is a leading financial institute providing Independent financial advisory services to both HNW individuals and corporate clients in China.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 37 contacts → | ||||
Indirect evidence “Kingkey Financial International (Holdings) Limited (1468.HK)(Formerly known as “UKF (Holdings) Limited”) was listed on “Growth Enterprise Market” (GEM) of the Hong Kong Stock…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 34 contacts → | ||||
Indirect evidence “Athena Best Financial Group (“Athena Best”) always puts the best interests of its clients and business partners first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 33 contacts → | ||||
Indirect evidence “Platinum Financial Services Limited (PFS) was formed by a group of successful and experienced Financial Planners who’s business objective is to create and maintain wealth for…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 22 contacts → | ||||
Indirect evidence “The company adopts a straightforward approach that is centred on integrity, clear communication and a focus on the long-term financial security of our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 18 contacts → | ||||
Indirect evidence “LUKFOOK FINANCIAL SERVICES LIMITED (“LUKFOOK FINANCIAL" or "the Group”) is a licensed trademark user of Luk Fook Holdings Company Limited, which is a subsidiary of Luk Fook…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 15 contacts → | ||||
Indirect evidence “Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life-Centred Financial Planning advice, delivered via our LifePlan…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Partial evidence “Frontier Financial Advisory Services Limited is a fast-growing asset manager and wealth consultant.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 contacts → | ||||
Indirect evidence “GRAVAL originates from our management philosophy to create the “Gravity of Value”.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Strong evidence “We are an independent wealth advisory firm that leverages our experience and extensive relationships in the banking and investment sectors to meet the long term customized needs…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 contacts → | ||||
Partial evidence “Since its conceptualization in 2005, finexis advisory has grown to become one of the largest independently-owned financial advisory firms in Singapore.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Partial evidence “BLS Capital was founded by a group of highly experienced investment professionals from renowned financial institutions in Asia.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Partial evidence “About Us CLC is a Hong Kong-based investment & financial service firm managing multiple strategies worldwide.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Partial evidence “Norwich Capital Limited is a boutique financial service provider offering value creation through hands-on financial, strategic, and operational advisory services to mid-market…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Partial evidence “Pioneers of fee-only investment advice in Hong Kong.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 contacts → | ||||
Partial evidence “Groveland Financial Services Limited ("Groveland") consists of a team of financial planners located in Hong Kong, keen to use insurance and investment products as tools to help…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Partial evidence “The Group’s key scope of business is wealth management which covers advisory services, discretionary portfolio management and funds.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Group E Company Limited is a regional leader in bespoke wealth planning solutions and financial consultation.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Since 1993 ICC has been offering independent, expert Wealth Management solutions to private individuals, trustees and corporations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Aria Forum provides highly personalised wealth planning services, investment management and tax planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Both CMG Wealth Management Pte.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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 24 of 91 investment advisory services based in Hong Kong
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Investment advisory services based in Hong Kong at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Hong Kong, so it is reported there. Company counts and contact totals on this page are exact for Hong Kong, over 91 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 Hong Kong 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 Hong Kong 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, 336 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
- Investment advisory services in Hong Kong55
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 Hong Kong?
RevenueBase identified 91 investment advisory services headquartered in Hong Kong 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?
CMB International, headquartered in Hong Kong, tops this list with the largest team on record.
Which city has the most investment advisory services?
Hong Kong leads with 55 headquartered companies, followed by Hong (9) and Kowloon (5).
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 336 verified decision-maker contacts tracked across these 91 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.
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