Company lists · Data refreshed September 2026
Top 15 Investment firms based in Brisbane, Australia
RevenueBase identified 31 investment firms headquartered in Brisbane, Australia as of September 2026 and tracks 256 professional contacts across them, including 156 with verified work emails. Sydney is the largest hub.
This list covers investment firms headquartered in Brisbane, 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 15 largest investment firms based in Brisbane, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 36 | ||||
“DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 33 | ||||
“Tynans is a boutique financial advisory firm in Brisbane.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 23 | ||||
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 | ||||
“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7 | ||||
“We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 | ||||
“Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 | ||||
“We’re here to create wealth by backing strong businesses and their management to reach their growth objectives.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 | ||||
“Marin Wealth is a Brisbane-based financial advice firm helping high-income professionals, business owners, and pre-retirees build wealth that outlasts them.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 | ||||
“At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | Panoptic Wealth ManagementIndirect evidence | 3 | |||
“Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 | ||||
“Castle Hall Partners is an independent investment wealth advisory firm founded by investment professionals with extensive experience in the development and management of…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 | ||||
“We are a comprehensive Wealth Management firm.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Whairo CapitalIndirect evidence | 2 | |||
“Whairo Capital is an independent full service advisory firm focusing on capital markets globally.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 | ||||
“2016 Capital J Investments was born – A company to house a number of private and public investments.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | Omega 3 Financial Group PTY LTDIndirect evidence | 1 | |||
“We provide a Managed Discretionary Account service for our clients and others using direct listed shares and other securities.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 15 of 31 investment firms based in Brisbane, Australia
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Investment firms based in Brisbane, Australia at a glance
As of Sep 4, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 31 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 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 Brisbane, 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 Brisbane 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, 156 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 in Australia
- Investment firms in Sydney195
- Investment firms in Melbourne107
- Investment firms in Brisbane31
Frequently asked
How many investment firms are there based in Brisbane, Australia?
RevenueBase identified 31 investment firms headquartered in Brisbane, 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?
DNR Capital, headquartered in Brisbane, 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 156 verified decision-maker contacts tracked across these 31 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.