Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Melbourne, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 108 companies tracked

RevenueBase identified 108 investment management consulting firms headquartered in Melbourne, Australia as of September 2026 and tracks 1,815 professional contacts across them, including 1,044 with verified work emails. Sydney is the largest hub.

This list covers investment management consulting firms headquartered in Melbourne, 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 21, 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 21, 2026 86% judged on-target in blind review

108Companies

1,815Contacts tracked

1,044Verified emails

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The 25 largest investment management consulting firms based in Melbourne, Australia

Ranked by team size

Top 25 of 108 investment management consulting firms based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consulting firms: 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	Bell Potter Securities	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	501-1,000	528 contacts →
	Indirect evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 21, 2026
2	Bluerock	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	201-500	316 contacts →
	Indirect evidence “BlueRock is for entrepreneurs, by entrepreneurs.” Source: RevenueBase Database · checked Sep 21, 2026
3	Jana Investment Advisers	Partial evidence	Melbourne, AustraliaHQ checked Sep 21, 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 21, 2026
4	Frontier Advisors	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	51-200	83 contacts →
	Indirect evidence “Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Source: RevenueBase Database · checked Sep 21, 2026
5	FMD Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 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 21, 2026
6	Zenith Investment Partners	Strong evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	51-200	55 contacts →
	Strong evidence “Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Source: RevenueBase Database · checked Sep 21, 2026
7	Akambo	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	38 contacts →
	Indirect evidence “We strengthen advice models, we don’t reinvent them.” Source: RevenueBase Database · checked Sep 21, 2026
8	Drummond Capital Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	22 contacts →
	Partial evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Sep 21, 2026
9	Bourne & Weir PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	20 contacts →
	Indirect evidence “With Bourne & Weir, you'll work directly with senior advisers who bring decades of experience and a genuine commitment to personal service.” Source: RevenueBase Database · checked Sep 21, 2026
10	Prosolution Private Office	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	18 contacts →
	Indirect evidence “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Source: RevenueBase Database · checked Sep 21, 2026
11	Freedom Strategy Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Source: RevenueBase Database · checked Sep 21, 2026
12	Collins House	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	13 contacts →
	Indirect evidence “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Source: RevenueBase Database · checked Sep 21, 2026
13	Galley Associates	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	1-10	11 contacts →
	Indirect evidence “Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.” Source: RevenueBase Database · checked Sep 21, 2026
14	Chronos Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	1-10	9 contacts →
	Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Sep 21, 2026
15	Mcging Advisory & Actuarial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	1-10	9 contacts →
	Indirect evidence “McGing Advisory & Actuarial is an independent boutique advisory firm working with directors, executives and their teams to help them identify, assess and implement the strategies…” Source: RevenueBase Database · checked Sep 21, 2026
16	Activam Group	Strong evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	1-10	9 contacts →
	Strong evidence “Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…” Source: RevenueBase Database · checked Sep 21, 2026
17	Heritage Capital Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	1-10	9 contacts →
	Partial evidence “Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families.” Source: RevenueBase Database · checked Sep 21, 2026
18	KEY Change Finance	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	1-10	9 contacts →
	Indirect evidence “Our mission is to help you make an educated and informed decision that suits you and your lifestyle.” Source: RevenueBase Database · checked Sep 21, 2026
19	Lodge Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	8 contacts →
	Indirect evidence “Lodge Partners Pty Ltd is a privately owned stockbroker based in Melbourne, Australia.” Source: RevenueBase Database · checked Sep 21, 2026
20	TST Partners Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	8 contacts →
	Indirect evidence “TST Partners Group is a multidisciplinary financial and legal services firm which provides taxation, legal, accounting, finance broking and corporate advisory services…” Source: RevenueBase Database · checked Sep 21, 2026
21	Peak Asset Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	1-10	8 contacts →
	Partial evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Sep 21, 2026
22	Eikon Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	1-10	7 contacts →
	Indirect evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 21, 2026
23	EP Advisors	Strong evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	7 contacts →
	Strong evidence “EP Advisors is an entrepreneurial spirited advisory firm specialising in business consulting, corporate advisory, advisory boards, IPO project management and M&A for successful…” Source: RevenueBase Database · checked Sep 21, 2026
24	Besen PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
25	Lowe Lippmann Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	6 contacts →
	Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Sep 21, 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 consulting firms. 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 consulting firms.
Partial evidence: Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consulting firms. 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 108 investment management consulting firms based in Melbourne, Australia

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Investment management consulting firms based in Melbourne, Australia at a glance

As of Sep 21, 2026

57.5%Verified-email coverage

16.8Average contacts per company

1-10Median size (employees)

150.9%Largest-city concentration · Sydney

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 108 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 consulting firms, 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 Melbourne, Australia whose own description of what they do matches “investment management consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside Melbourne 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, 1,044 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 21, 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 consulting firms by metro in Australia

Investment management consulting firms in Sydney163
Investment management consulting firms in Melbourne108
Investment management consulting firms in Brisbane33

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 consulting firms, 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 consulting firms are there based in Melbourne, Australia?

RevenueBase identified 108 investment management consulting firms headquartered in Melbourne, 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?

Bell Potter Securities, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

Sydney leads with 163 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,044 verified decision-maker contacts tracked across these 108 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 21, 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.