Company lists · Data refreshed September 2026
Top 24 Investment management consulting firms based in Australia
RevenueBase identified 684 company matches for investment management consulting firms associated with Australia as of September 2026 and tracks 6,033 professional contacts across them, including 3,036 with verified work emails. Sydney is the largest hub.
This list covers company matches for investment management 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 21, 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 24 largest investment management consulting firms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 21, 2026 · View company records in RevenueBase | |||||
| 2 | 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 21, 2026 · View company records in RevenueBase | |||||
| 3 | 316 contacts → | ||||
Exact match “BlueRock is for entrepreneurs, by entrepreneurs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 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 21, 2026 · View company records in RevenueBase | |||||
| 5 | 178 contacts → | ||||
Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 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 21, 2026 · View company records in RevenueBase | |||||
| 7 | 83 contacts → | ||||
Exact match “Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 73 contacts → | ||||
Exact match “We are an independent accounting and financial consultancy firm focussed on developing customised strategies designed to fit the needs of corporate and individual clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 71 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 59 contacts → | ||||
Exact match “Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 55 contacts → | ||||
Exact match “At MST Financial, we take pride in our Australian roots and our commitment to delivering independent financial services through our distinctive platforms.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 55 contacts → | ||||
Exact match “Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 38 contacts → | ||||
Exact match “We strengthen advice models, we don’t reinvent them.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 33 contacts → | ||||
Exact match “Tynans is a boutique financial advisory firm in Brisbane.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 32 contacts → | ||||
Exact match “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 29 contacts → | ||||
Exact match “Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 29 contacts → | ||||
Exact match “Foresight Analytics is a leading provider of data-driven investment consulting and analytical solutions to institutional investors, fund buyers and sellers.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 28 contacts → | ||||
Exact match “Corporate Advisory for Complex Decisions We provide commercially focused corporate services across mergers and acquisitions support, litigation funding coordination, corporate…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 27 contacts → | ||||
Exact match “Pacific Consulting Group (PCG) is a boutique management consulting firm focused on providing superior results to our clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 25 contacts → | ||||
Exact match “Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 25 contacts → | ||||
Exact match “Advisory | Business | Finance Expert advice when your business needs it – not just when you ask for it.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 24 contacts → | ||||
Exact match “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 24 contacts → | ||||
Exact match “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 23 contacts → | ||||
Exact match “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded in the RevenueBase company graph · Sep 21, 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 management 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 24 of 684 investment management consulting firms based in Australia
See the full list, filter by size, metro and specialty, and access 3,036 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment management consulting firms based in Australia at a glance
As of Sep 21, 2026Companies by employee count
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 684 companies.
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 management 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 3,036 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 21, 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 management 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 management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment management consulting firms are there based in Australia?
RevenueBase identified 684 company matches for investment management 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?
Bell Potter Securities tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment management consulting firms?
Sydney leads with 163 company records, followed by Melbourne (108) and Brisbane (33).
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 3,036 professional contacts with verified work emails tracked across these 684 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 684 investment management consulting firms based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Investment management consulting firms by geography
- Investment management consulting firms based in Brisbane, Australia
- Investment management consulting firms based in Melbourne, Australia
- Investment management consulting firms based in Sydney, Australia
- Investment management consulting firms based in Belo Horizonte, Brazil
- Investment management consulting firms based in Curitiba, Brazil
- Investment management consulting firms based in Porto Alegre, Brazil
- Investment management consulting firms based in Rio De Janeiro, Brazil
- Investment management consulting firms based in Sao Paulo, Brazil
- Investment management consulting firms based in Calgary, Canada
- Investment management consulting firms based in Montreal, Canada
- Investment management consulting firms based in Toronto, Canada
- Investment management consulting firms based in Vancouver, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment management consulting firms based in Brisbane, Australia
- Investment management consulting firms based in Melbourne, Australia
- Investment management consulting firms based in Sydney, Australia
- Investment management consulting firms based in Belo Horizonte, Brazil
- Investment management consulting firms based in Curitiba, Brazil
- Investment management consulting firms based in Porto Alegre, Brazil
Company intelligence · public preview
Top 24 investment management consulting firms based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 684 matching company records for investment management consulting firms based in Australia, with 6,033 tracked contacts and 3,036 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 investment management consulting firms based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Bell Potter Securitiesbellpotter.com.auHQ: Melbourne, AustraliaReported employees: 501-1,000 | Melbourne, Australia | 501-1,000 | Exact match | 528 contacts → |
“Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Shaw And Partners Financial Servicesshawandpartners.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 412 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bluerockbluerock.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 316 contacts → |
“BlueRock is for entrepreneurs, by entrepreneurs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Jana Investment Advisersjana.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 183 contacts → |
“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Invest Blueinvestblue.com.auHQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 178 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Grant Samuelgrantsamuel.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 102 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Frontier Advisorsfrontieradvisors.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 83 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Zedplus Accounting And Financezedplusaccountingandfinance.com.auHQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 73 contacts → |
“We are an independent accounting and financial consultancy firm focussed on developing customised strategies designed to fit the needs of corporate and individual clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Fisher Investments Australiafisherinvestments.comHQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 71 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  FMD Financialfmd.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 59 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  MST Financialmstfinancial.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 55 contacts → |
“At MST Financial, we take pride in our Australian roots and our commitment to delivering independent financial services through our distinctive platforms.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Zenith Investment Partnerszenithpartners.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 55 contacts → |
“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Akamboakambo.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 38 contacts → |
“We strengthen advice models, we don’t reinvent them.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Tynanstynansadvice.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 33 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Treysta Wealthtreystawealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Midsec Financial Advisorsmidsec.com.auHQ: Parkside, AustraliaReported employees: 11-50 | Parkside, Australia | 11-50 | Exact match | 29 contacts → |
“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Foresight Analyticsforesight-analytics.comHQ: Bella Vista, AustraliaReported employees: 11-50 | Bella Vista, Australia | 11-50 | Exact match | 29 contacts → |
“Foresight Analytics is a leading provider of data-driven investment consulting and analytical solutions to institutional investors, fund buyers and sellers.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  ASR Wealth Advisersasrw.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 28 contacts → |
“Corporate Advisory for Complex Decisions We provide commercially focused corporate services across mergers and acquisitions support, litigation funding coordination, corporate…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Pacific Consulting Group PCGpacificconsultinggroup.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 27 contacts → |
“Pacific Consulting Group (PCG) is a boutique management consulting firm focused on providing superior results to our clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quantiphyquantiphy.com.au HQ: Bondi Junction, AustraliaReported employees: 11-50 | Bondi Junction, Australia | 11-50 | Exact match | 25 contacts → |
“Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Lead Advisory Groupleadgroup.com.auHQ: Bendigo, AustraliaReported employees: 11-50 | Bendigo, Australia | 11-50 | Exact match | 25 contacts → |
“Advisory | Business | Finance Expert advice when your business needs it – not just when you ask for it.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Providence Wealth Advisory Groupprovidencewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Esencia Wealthesenciawealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Stratus Financial Groupstratusfinancialgroup.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 23 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 684 company matches
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Investment management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
682 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 684 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment management consulting firms by metro
Questions about this company list
What does Exact match mean for investment management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment management consulting firms did RevenueBase find based in Australia?
The saved snapshot records 684 matching company records, 6,033 tracked contacts and 3,036 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment management consulting firms by geography
- Investment management consulting firms based in Brisbane, Australia
- Investment management consulting firms based in Melbourne, Australia
- Investment management consulting firms based in Sydney, Australia
- Investment management consulting firms based in Belo Horizonte, Brazil
- Investment management consulting firms based in Curitiba, Brazil
- Investment management consulting firms based in Porto Alegre, Brazil
- Investment management consulting firms based in Rio De Janeiro, Brazil
- Investment management consulting firms based in Sao Paulo, Brazil
- Investment management consulting firms based in Calgary, Canada
- Investment management consulting firms based in Montreal, Canada
- Investment management consulting firms based in Toronto, Canada
- Investment management consulting firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 24 investment management consulting firms based in Australia. Snapshot: September 21, 2026. https://revenuebase.ai/companies/investment-management-consulting-firms/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment management consulting firms based in Brisbane, Australia
- Investment management consulting firms based in Melbourne, Australia
- Investment management consulting firms based in Sydney, Australia
- Investment management consulting firms based in Belo Horizonte, Brazil
- Investment management consulting firms based in Curitiba, Brazil
- Investment management consulting firms based in Porto Alegre, Brazil
Company intelligence · public preview
Top 24 investment management consulting firms based in Australia
RevenueBase records 684 matching company records for investment management consulting firms based in Australia, with 6,033 tracked contacts and 3,036 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 investment management consulting firms based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Bell Potter Securitiesbellpotter.com.au HQ: Melbourne, AustraliaReported employees: 501-1,000 | Melbourne, Australia | 501-1,000 | Exact match | 528 contacts → |
“Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Shaw And Partners Financial Servicesshawandpartners.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 412 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bluerockbluerock.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 316 contacts → |
“BlueRock is for entrepreneurs, by entrepreneurs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Jana Investment Advisersjana.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 183 contacts → |
“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Invest Blueinvestblue.com.au HQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 178 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Grant Samuelgrantsamuel.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 102 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Frontier Advisorsfrontieradvisors.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 83 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Zedplus Accounting And Financezedplusaccountingandfinance.com.au HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 73 contacts → |
“We are an independent accounting and financial consultancy firm focussed on developing customised strategies designed to fit the needs of corporate and individual clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fisher Investments Australiafisherinvestments.com HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 71 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | FMD Financialfmd.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 59 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | MST Financialmstfinancial.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 55 contacts → |
“At MST Financial, we take pride in our Australian roots and our commitment to delivering independent financial services through our distinctive platforms.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Zenith Investment Partnerszenithpartners.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 55 contacts → |
“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Akamboakambo.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 38 contacts → |
“We strengthen advice models, we don’t reinvent them.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Tynanstynansadvice.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 33 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Treysta Wealthtreystawealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Midsec Financial Advisorsmidsec.com.au HQ: Parkside, AustraliaReported employees: 11-50 | Parkside, Australia | 11-50 | Exact match | 29 contacts → |
“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Foresight Analyticsforesight-analytics.com HQ: Bella Vista, AustraliaReported employees: 11-50 | Bella Vista, Australia | 11-50 | Exact match | 29 contacts → |
“Foresight Analytics is a leading provider of data-driven investment consulting and analytical solutions to institutional investors, fund buyers and sellers.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | ASR Wealth Advisersasrw.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 28 contacts → |
“Corporate Advisory for Complex Decisions We provide commercially focused corporate services across mergers and acquisitions support, litigation funding coordination, corporate…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pacific Consulting Group PCGpacificconsultinggroup.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 27 contacts → |
“Pacific Consulting Group (PCG) is a boutique management consulting firm focused on providing superior results to our clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quantiphyquantiphy.com.au HQ: Bondi Junction, AustraliaReported employees: 11-50 | Bondi Junction, Australia | 11-50 | Exact match | 25 contacts → |
“Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lead Advisory Groupleadgroup.com.au HQ: Bendigo, AustraliaReported employees: 11-50 | Bendigo, Australia | 11-50 | Exact match | 25 contacts → |
“Advisory | Business | Finance Expert advice when your business needs it – not just when you ask for it.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Providence Wealth Advisory Groupprovidencewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Esencia Wealthesenciawealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Stratus Financial Groupstratusfinancialgroup.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 23 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
682 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 684 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment management consulting firms by metro
Questions about this company list
What does Exact match mean for investment management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment management consulting firms did RevenueBase find based in Australia?
The saved snapshot records 684 matching company records, 6,033 tracked contacts and 3,036 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment management consulting firms by geography
- Investment management consulting firms based in Brisbane, Australia
- Investment management consulting firms based in Melbourne, Australia
- Investment management consulting firms based in Sydney, Australia
- Investment management consulting firms based in Belo Horizonte, Brazil
- Investment management consulting firms based in Curitiba, Brazil
- Investment management consulting firms based in Porto Alegre, Brazil
- Investment management consulting firms based in Rio De Janeiro, Brazil
- Investment management consulting firms based in Sao Paulo, Brazil
- Investment management consulting firms based in Calgary, Canada
- Investment management consulting firms based in Montreal, Canada
- Investment management consulting firms based in Toronto, Canada
- Investment management consulting firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 24 investment management consulting firms based in Australia. Snapshot: September 21, 2026. https://revenuebase.ai/companies/investment-management-consulting-firms/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Investment management consulting firms based in Brisbane, Australia
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- Investment management consulting firms based in Belo Horizonte, Brazil
- Investment management consulting firms based in Curitiba, Brazil
- Investment management consulting firms based in Porto Alegre, Brazil