Company lists · Data refreshed September 2026

Top 25 Investment management companies based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 395 companies tracked

RevenueBase identified 395 investment management companies headquartered in Australia as of September 2026 and tracks 3,874 professional contacts across them, including 2,096 with verified work emails. Sydney is the largest hub.

This list covers investment management companies 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, 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

395Companies

3,874Contacts tracked

2,096Verified emails

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The 25 largest investment management companies based in Australia

Ranked by team size

Top 25 of 395 investment management companies based in Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management companies: 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	ORD Minnett	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	556 contacts →
	Strong evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 20, 2026
2	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	412 contacts →
	Strong evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 20, 2026
3	Jana Investment Advisers	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	183 contacts →
	Partial 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
4	MLC Asset Management	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	138 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 20, 2026
5	Elston	Indirect evidence	Fortitude Valley, AustraliaHQ checked Sep 20, 2026	51-200	106 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
6	KOSEC	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	81 contacts →
	Indirect evidence “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Source: RevenueBase Database · checked Sep 20, 2026
7	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
8	Prime Value Asset Management	Strong evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	54 contacts →
	Strong evidence “Prime Value Asset Management is a multi-award winning, boutique Australian investment manager with an impressive history of building wealth with investors since 1998.” Source: RevenueBase Database · checked Sep 20, 2026
9	Escala	Partial evidence	Melbourne Sydney, AustraliaHQ checked Sep 20, 2026	51-200	50 contacts →
	Partial evidence “Escala Partners is the new standard in personalised wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
10	DNR Capital	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	38 contacts →
	Strong evidence “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Source: RevenueBase Database · checked Sep 20, 2026
11	T. Rowe Price Australia	Indirect evidence	Sydney Cbd, AustraliaHQ checked Sep 20, 2026	51-200	38 contacts →
	Indirect evidence “T.” Source: RevenueBase Database · checked Sep 20, 2026
12	Integro Private Wealth	Partial evidence	Perth, AustraliaHQ checked Sep 20, 2026	11-50	36 contacts →
	Partial evidence “At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Source: RevenueBase Database · checked Sep 20, 2026
13	Tynans	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	33 contacts →
	Indirect evidence “Tynans is a boutique financial advisory firm in Brisbane.” Source: RevenueBase Database · checked Sep 20, 2026
14	Intralink Wealth Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	33 contacts →
	Partial 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
15	Quantiphy	Indirect evidence	Bondi Junction, AustraliaHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
16	Atrium Investment Management	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	23 contacts →
	Strong evidence “Atrium Investment Management is a specialist global investment management firm based in Sydney.” Source: RevenueBase Database · checked Sep 20, 2026
17	Morgans Milton, Springfield And Townsville	Indirect evidence	Milton, AustraliaHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “The Milton office was established in October 2005 with a commitment to delivering excellence in financial advice for our clients.” Source: RevenueBase Database · checked Sep 20, 2026
18	Peloton Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Source: RevenueBase Database · checked Sep 20, 2026
19	Salt Financial Group PTY LTD	Partial evidence	Camberwell, AustraliaHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “You may be wondering whether you need a financial planner or wealth management advisor to help you achieve the financial security on which achieving your overarching life goals…” Source: RevenueBase Database · checked Sep 20, 2026
20	Vista Financial Group	Indirect evidence	Beaumaris, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Source: RevenueBase Database · checked Sep 20, 2026
21	Rivkin Securities	Indirect evidence	Rushcutters Bay, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Discover Rivkin, leveraging over 40 years of expertise from the heart of Sydney's Eastern Suburbs, Rivkin stands as your trusted partner in navigating the complexities of wealth…” Source: RevenueBase Database · checked Sep 20, 2026
22	Calder Wealth Management	Indirect evidence	Unley, AustraliaHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Source: RevenueBase Database · checked Sep 20, 2026
23	Integral Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	17 contacts →
	Partial evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
24	Hpartners	Indirect evidence	Toowoomba, AustraliaHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “HPartners has been helping clients to take control of their financial future for more than 20 years.” Source: RevenueBase Database · checked Sep 20, 2026
25	Diamond Blue Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” 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 management companies. 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 management companies.
Partial evidence: Its own public description names part of investment management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management companies. 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 395 investment management companies based in Australia

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Investment management companies based in Australia at a glance

As of Sep 20, 2026

54.1%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

20.3%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

278

11-50

51-200

201-500

501-1,000

5,001-10,000

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 395 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 management companies, 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 Australia whose own description of what they do matches “investment management companies”. 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 management companies), 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 management companies, 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 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, 2,096 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 management companies by metro

Investment management companies in Sydney80
Investment management companies in Melbourne43

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 management companies, 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 management companies are there based in Australia?

RevenueBase identified 395 investment management companies 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?

ORD Minnett, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most investment management companies?

Sydney leads with 80 headquartered companies, followed by Melbourne (43) and Brisbane (15).

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 2,096 verified decision-maker contacts tracked across these 395 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.