Company lists · Data refreshed September 2026

Top 25 Low-cost investment advisors based in South Africa

RevenueBase identified 105 low-cost investment advisors headquartered in South Africa as of September 2026 and tracks 642 professional contacts across them, including 202 with verified work emails. Johannesburg is the largest hub.

This list covers low-cost investment advisors headquartered in South Africa, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
105Companies
642Contacts tracked
202Verified emails
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The 25 largest low-cost investment advisors based in South Africa

Ranked by team size
Top 25 of 105 low-cost investment advisors based in South Africa, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceJohannesburg, South AfricaHQ checked Sep 20, 20261-1028 contacts →

Indirect evidence

“As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceJohannesburg, South AfricaHQ checked Sep 20, 202611-5027 contacts →

Indirect evidence

“U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceGeorge, South AfricaHQ checked Sep 20, 20261-1027 contacts →

Indirect evidence

“Professional Financial Planning and Portfolio Management”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceCity Of Tshwane, South AfricaHQ checked Sep 20, 20261-1017 contacts →

Strong evidence

“Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceJohannesburg, South AfricaHQ checked Sep 20, 202611-5016 contacts →

Partial evidence

Investment decisions can be complex.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceJohannesburg, South AfricaHQ checked Sep 20, 202611-5012 contacts →

Partial evidence

“As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceRivonia, South AfricaHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“We take financial planning personally.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceWelgemoed, South AfricaHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Personal financial advice, tailored to you.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceEthekwini, South AfricaHQ checked Sep 20, 202611-5010 contacts →

Partial evidence

“At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceBryanston, South AfricaHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceWellington, South AfricaHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceJohannesburg, South AfricaHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“We are a boutique financial advisory firm that places awareness and empowerment at its core.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceCape Town, South AfricaHQ checked Sep 20, 202611-507 contacts →

Partial evidence

“Fairbairn Cafe is a financial advisory dedicated to offering unbiased, expert advice to clients across South Africa.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceCape Town, South AfricaHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Southern Charter offers a range of financial services to meet your needs.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceEthekwini, South AfricaHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“PWM is an independent financial advisory firm, with a rich heritage.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceCape Town, South AfricaHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceJohannesburg, South AfricaHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceJohannesburg, South AfricaHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Allegiant Wealth Management is committed to providing comprehensive financial solutions which are personalised to your financial needs.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceJohannesburg, South AfricaHQ checked Sep 20, 202611-505 contacts →

Partial evidence

“PBA Financial Services (FSP 13751) is an independent financial advisory firm based in Sandton, dedicated to helping individuals, families, and businesses build secure financial…”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceCape Town, South AfricaHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidencePort Elizabeth, South AfricaHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“We believe that you should be able to enjoy financial freedom.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceCape Town, South AfricaHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceCape Town, South AfricaHQ checked Sep 20, 202611-504 contacts →

Partial evidence

“With over 16 years of experience in investment management, Taylor Made Financial Services, know how important it is to respond quickly to market events to protect and grow your…”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceMenlyn, South AfricaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Your future.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceTokai, South AfricaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Southwood Financial Planning is an independent, boutique financial planning firm founded by Lisa Hudson-Peacock in 2001 that provides a roadmap giving clients clarity and insight…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 105 low-cost investment advisors based in South Africa

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Low-cost investment advisors based in South Africa at a glance

As of Sep 20, 2026
31.5%Verified-email coverage
6.1Average contacts per company
1-10Median size (employees)
15.2%Largest-city concentration · Johannesburg
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
64
11-50
37
51-200
3
201-500
1

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 105 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 low-cost investment advisors, 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 South Africa whose own description of what they do matches “low-cost investment advisors”. 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 low-cost investment advisors), 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 low-cost investment advisors, and records with no verified work email. Companies headquartered outside South Africa 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, 202 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

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 low-cost investment advisors, 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 low-cost investment advisors are there based in South Africa?

RevenueBase identified 105 low-cost investment advisors headquartered in South Africa 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?

Future Green DOT, headquartered in Johannesburg, tops this list with the largest team on record.

Which city has the most low-cost investment advisors?

Johannesburg leads with 16 headquartered companies, followed by Cape Town (14) and Pretoria (8).

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 202 verified decision-maker contacts tracked across these 105 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.