Company lists · Data refreshed September 2026
Top 25 Investment firms based in Australia
RevenueBase identified 781 investment firms headquartered in Australia as of September 2026 and tracks 14,678 professional contacts across them, including 7,197 with verified work emails and 2,497 with mobile numbers. Sydney is the largest hub.
This list covers investment firms headquartered in 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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.
The 25 largest investment firms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | NetwealthIndirect evidence | 637 | |||
“Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 550 | ||||
“Ord Minnett is an Australian owned wealth management and investment services firm.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 525 | ||||
“Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 418 | ||||
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 335 | ||||
“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 191 | ||||
“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 183 | ||||
“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 176 | ||||
“Welcome to Australia's trusted home of great advice.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 169 | ||||
“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…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 160 | ||||
“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 151 | ||||
“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 148 | ||||
“The merger of Euroz and Hartleys in 2020, brought together two of the state's most iconic and successful financial services businesses.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 136 | ||||
“At MLC Asset Management, clients have trusted us to manage their investments for almost 40 years, and we have a strong history of innovation and growth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 107 | ||||
“Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 101 | ||||
“PEP is Australasia’s largest private markets firm, with A$19 billion AUM across various investment strategies.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 89 | ||||
“26 Degrees is the perfect environment to thrive.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 79 | ||||
“KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | 69 | ||||
“Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL which provides services to wholesale clients only and outsources…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | 68 | ||||
“Taylor Collison is a leading financial services firm, providing advice and wealth creation services to private and institutional investors and corporate clients throughout…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | KnightIndirect evidence | 67 | |||
“We will help you achieve your version of financial success.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | 51 | ||||
“Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 22 | 51 | ||||
“Capital's specialist team have been helping private and institutional clients to acquire, grow and divest their businesses since 2005.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 23 | 48 | ||||
“Escala Partners is the new standard in personalised wealth management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 24 | 46 | ||||
“Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 25 | 41 | ||||
“Tribeca Investment Partners is a specialist, active investment and advisory firm with offices in Sydney, Brisbane and Singapore.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 781 investment firms based in Australia
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Investment firms based in Australia at a glance
As of Sep 4, 2026Companies by employee count
Verified emails by last verification
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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Australia whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Australia 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 an evidence 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, 7,197 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 4, 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 firms by metro
Frequently asked
How many investment firms are there based in Australia?
RevenueBase identified 781 investment firms headquartered in 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?
Netwealth, headquartered in Melbourne, tops this list with the largest team on record.
Which city has the most investment firms?
Sydney leads with 195 headquartered companies, followed by Melbourne (107) and Brisbane (31).
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 7,197 verified decision-maker contacts tracked across these 781 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 4, 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.