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 investment management consulting firms headquartered in Sydney, Australia as of September 2026 and tracks 1,893 professional contacts across them, including 774 with verified work emails. Sydney is the largest hub.

This list covers investment management consulting firms headquartered in Sydney, 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

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 investment management consulting firms based in Sydney, 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	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 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 21, 2026
2	Grant Samuel	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	102 contacts →
	Indirect evidence “Full service independent advisory Founded in 1988, our goal has always been simple – consistently deliver innovative advice that is truly valuable to our clients.” Source: RevenueBase Database · checked Sep 21, 2026
3	Fisher Investments Australia	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	1,001-5,000	71 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
4	MST Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	55 contacts →
	Indirect evidence “At MST Financial, we take pride in our Australian roots and our commitment to delivering independent financial services through our distinctive platforms.” Source: RevenueBase Database · checked Sep 21, 2026
5	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	32 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
6	ASR Wealth Advisers	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	28 contacts →
	Indirect evidence “Corporate Advisory for Complex Decisions We provide commercially focused corporate services across mergers and acquisitions support, litigation funding coordination, corporate…” Source: RevenueBase Database · checked Sep 21, 2026
7	Pacific Consulting Group PCG	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	27 contacts →
	Strong evidence “Pacific Consulting Group (PCG) is a boutique management consulting firm focused on providing superior results to our clients.” Source: RevenueBase Database · checked Sep 21, 2026
8	Providence Wealth Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	24 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
9	Esencia Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	24 contacts →
	Indirect evidence “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Source: RevenueBase Database · checked Sep 21, 2026
10	AD Astra Corporate Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	20 contacts →
	Indirect evidence “Ad Astra Corporate Advisory is a leading independent corporate advisory business with offices in Sydney and Melbourne.” Source: RevenueBase Database · checked Sep 21, 2026
11	Peloton Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 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 21, 2026
12	Integral Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 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 21, 2026
13	Diamond Blue Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 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 21, 2026
14	Port Jackson Family Office	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	1-10	15 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
15	Investsense	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	13 contacts →
	Strong evidence “InvestSense is a portfolio management and investment consultancy founded in 2014.” Source: RevenueBase Database · checked Sep 21, 2026
16	Ryker Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	13 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
17	VCF Capital Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	1-10	13 contacts →
	Partial evidence “VCF Capital Advisory is a boutique independent, mid-market financial advisory and transaction management firm.” Source: RevenueBase Database · checked Sep 21, 2026
18	Mavin Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	13 contacts →
	Strong evidence “Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Source: RevenueBase Database · checked Sep 21, 2026
19	W Advisers PTY LTD	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	1-10	13 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
20	Evergreen Consultants	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	13 contacts →
	Partial evidence “Evergreen is one of Australia's leading investment consultants.” Source: RevenueBase Database · checked Sep 21, 2026
21	Orington & Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	13 contacts →
	Strong evidence “Orington & Partners (“O&P”) is an Australian headquartered, international firm specialising in investment banking, management consulting, business development, corporate advisory…” Source: RevenueBase Database · checked Sep 21, 2026
22	Evolution Capital PTY LTD	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	13 contacts →
	Indirect evidence “Evolution Capital is a client-focused full-service advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026
23	Genesis Advisory Australia	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	12 contacts →
	Partial evidence “Genesis Advisory is a boutique advisory firm with a focus on strategy consulting and M&A advisory.” Source: RevenueBase Database · checked Sep 21, 2026
24	ACE Investors PTY LTD	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	12 contacts →
	Indirect evidence “Our expert team of analysts helps you diversify with your buy, hold, and sell decisions!” Source: RevenueBase Database · checked Sep 21, 2026
25	Account.Able Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	1-10	11 contacts →
	Indirect evidence “What is more important: The journey or the destination?” 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 163 investment management consulting firms based in Sydney, Australia

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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)

100.0%Largest-city concentration · Sydney

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

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 Sydney, 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 Sydney 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, 774 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 Sydney, Australia?

RevenueBase identified 163 investment management consulting firms headquartered in Sydney, 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?

Shaw And Partners Financial Services, headquartered in Sydney, 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 774 verified decision-maker contacts tracked across these 163 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.