Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Australia

Name: Investment consulting firms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 2,222 companies tracked

RevenueBase identified 2,222 company matches for investment consulting firms associated with Australia as of September 2026 and tracks 21,820 professional contacts across them, including 11,413 with verified work emails and 1,668 with mobile numbers. Sydney is the largest hub.

This list covers company matches for investment consulting firms associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 26, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 26, 2026 How this list was built

2,222Companies

21,820Contacts tracked

11,413Verified emails

1,668Mobile numbers

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The 25 largest investment consulting firms based in Australia

Ranked by team size

Top 25 of 2,222 company matches for investment consulting firms based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 26, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Findex	Exact match	Melbourne, AustraliaHQ recorded Sep 26, 2026	1,001-5,000	1,664 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
2	ORD Minnett	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	201-500	556 contacts →
	Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
3	Bell Potter Securities	Exact match	Melbourne, AustraliaHQ recorded Sep 26, 2026	501-1,000	528 contacts →
	Exact match “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
4	Shaw And Partners Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	201-500	412 contacts →
	Exact match “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
5	Praemium	Exact match	Melbourne, AustraliaHQ recorded Sep 26, 2026	201-500	336 contacts →
	Exact match “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
6	Bluerock	Exact match	Melbourne, AustraliaHQ recorded Sep 26, 2026	201-500	316 contacts →
	Exact match “BlueRock is for entrepreneurs, by entrepreneurs.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
7	Viridian Financial Group	Exact match	Melbourne, AustraliaHQ recorded Sep 26, 2026	201-500	295 contacts →
	Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
8	Shadforth Financial Group LTD	Exact match	North Sydney, AustraliaHQ recorded Sep 26, 2026	201-500	295 contacts →
	Exact match “Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
9	PSK Private Wealth	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	201-500	223 contacts →
	Exact match “PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
10	Jana Investment Advisers	Exact match	Melbourne, AustraliaHQ recorded Sep 26, 2026	51-200	183 contacts →
	Exact match “JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
11	Bridges Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	51-200	181 contacts →
	Exact match “At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
12	Invest Blue	Exact match	Armidale, AustraliaHQ recorded Sep 26, 2026	201-500	178 contacts →
	Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
13	Prime Financial Group	Exact match	Southbank, AustraliaHQ recorded Sep 26, 2026	201-500	169 contacts →
	Exact match “Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
14	Wilsons Advisory	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	51-200	156 contacts →
	Exact match “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
15	Evans & Partners	Exact match	Melbourne, AustraliaHQ recorded Sep 26, 2026	51-200	150 contacts →
	Exact match “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
16	Connect Business Solutions	Exact match	Kyogle, AustraliaHQ recorded Sep 26, 2026	11-50	150 contacts →
	Exact match “Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
17	COUNT	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	51-200	147 contacts →
	Exact match “We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
18	Koda Capital	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	51-200	144 contacts →
	Exact match “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
19	Fiducian Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	51-200	142 contacts →
	Exact match “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
20	Infocus	Exact match	Maroochydore, AustraliaHQ recorded Sep 26, 2026	201-500	119 contacts →
	Exact match “Infocus is in the business, of the business of financial advice.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
21	Altus Financial	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	51-200	108 contacts →
	Exact match “At Altus, we help people, families and businesses thrive.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
22	PPT	Exact match	Ballarat, AustraliaHQ recorded Sep 26, 2026	11-50	103 contacts →
	Exact match “PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
23	Grant Samuel	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	51-200	102 contacts →
	Exact match “Full service independent advisory Founded in 1988, our goal has always been simple – consistently deliver innovative advice that is truly valuable to our clients.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
24	First Financial	Exact match	Melbourne, AustraliaHQ recorded Sep 26, 2026	51-200	101 contacts →
	Exact match “Who is First Financial?” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
25	Channel Capital	Exact match	Sydney, AustraliaHQ recorded Sep 26, 2026	51-200	100 contacts →
	Exact match “Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 2,222 investment consulting firms based in Australia

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Investment consulting firms based in Australia at a glance

As of Sep 26, 2026

52.3%Verified-email coverage

7.6%Mobile-number coverage

9.8Average contacts per company

1-10Median size (employees)

19.2%Largest-city concentration · Sydney

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

1,544

11-50

559

51-200

201-500

501-1,000

1,001-5,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 29.0d

7,4350–30

3,71131–60

25161–90

490–180

12180+

Company record updated

Median 81.0d

00–30

2,08031–60

9,47761–90

8,86590–180

1,398180+

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Australia whose business descriptions match “investment consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 11,413 professional contacts with verified work emails across the full matched dataset. 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 26, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment consulting firms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment consulting firms are there based in Australia?

RevenueBase identified 2,222 company matches for investment consulting firms associated with Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment consulting firms?

Sydney leads with 427 company records, followed by Melbourne (244) and Brisbane (90).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 11,413 professional contacts with verified work emails tracked across these 2,222 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 26, 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 SmartSearch, 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.