Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 163 companies tracked

RevenueBase identified 163 company matches for investment management consulting firms associated with Sydney, Australia as of September 2026 and tracks 1,893 professional contacts across them, including 774 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers company matches for investment management consulting firms associated with Sydney, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

163Companies

1,893Contacts tracked

774Verified emails

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

Ranked by team size

Top 25 of 163 company matches for investment management consulting firms based in Sydney, Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Shaw And Partners Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	201-500	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
2	Grant Samuel	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	51-200	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
3	Fisher Investments Australia	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	1,001-5,000	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
4	MST Financial	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	51-200	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
5	Treysta Wealth	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	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
6	ASR Wealth Advisers	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	51-200	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
7	Pacific Consulting Group PCG	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	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
8	Providence Wealth Advisory Group	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	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
9	Esencia Wealth	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	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
10	AD Astra Corporate Advisory	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	20 contacts →
	Exact match “Ad Astra Corporate Advisory is a leading independent corporate advisory business with offices in Sydney and Melbourne.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Peloton Capital	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	19 contacts →
	Exact match “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Integral Private Wealth	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	17 contacts →
	Exact match “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Diamond Blue Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	16 contacts →
	Exact match “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Port Jackson Family Office	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	1-10	15 contacts →
	Exact match “Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Investsense	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “InvestSense is a portfolio management and investment consultancy founded in 2014.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Ryker Capital	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	VCF Capital Advisory	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	1-10	13 contacts →
	Exact match “VCF Capital Advisory is a boutique independent, mid-market financial advisory and transaction management firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Mavin Advisory Group	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	W Advisers PTY LTD	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	1-10	13 contacts →
	Exact match “We act for a variety of private businesses, HNWIs, public companies, start-ups and funds, with particular depth financial services, fintech, retail, data / marketing and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Evergreen Consultants	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Evergreen is one of Australia's leading investment consultants.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Orington & Partners	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Orington & Partners (“O&P”) is an Australian headquartered, international firm specialising in investment banking, management consulting, business development, corporate advisory…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Evolution Capital PTY LTD	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Evolution Capital is a client-focused full-service advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Genesis Advisory Australia	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Genesis Advisory is a boutique advisory firm with a focus on strategy consulting and M&A advisory.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	ACE Investors PTY LTD	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Our expert team of analysts helps you diversify with your buy, hold, and sell decisions!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Account.Able Advisory	Exact match	Sydney, AustraliaHQ recorded Sep 21, 2026	1-10	11 contacts →
	Exact match “What is more important: The journey or the destination?” 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 25 of 163 investment management consulting firms based in Sydney, Australia

See the full list, filter by size, metro and specialty, and access 774 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 21, 2026

40.9%Verified-email coverage

11.6Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

106

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 163 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 Sydney, 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 774 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 in Australia

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 Sydney, Australia?

RevenueBase identified 163 company matches for investment management consulting firms associated with Sydney, 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?

Shaw And Partners Financial Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Australia has the most investment management consulting firms?

Sydney leads Australia 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 774 professional contacts with verified work emails tracked across these 163 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.

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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.