Company lists · Data refreshed September 2026

Top 24 Nonprofit investment advisors based in Australia

Name: Nonprofit investment advisors based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 43 companies tracked

RevenueBase identified 43 nonprofit investment advisors headquartered in Australia as of September 2026 and tracks 212 professional contacts across them, including 113 with verified work emails. Sydney is the largest hub.

This list covers nonprofit investment advisors headquartered in 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 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

43Companies

212Contacts tracked

113Verified emails

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The 24 largest nonprofit investment advisors based in Australia

Ranked by team size

Top 24 of 43 nonprofit investment advisors based in Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Ethinvest	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	32 contacts →
	Strong evidence “Founded in 1989, we are Australia’s oldest ethical and impact investment advisory practice.” Source: RevenueBase Database · checked Sep 20, 2026
2	First Samuel Limited	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Source: RevenueBase Database · checked Sep 20, 2026
3	Frais Capital PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	15 contacts →
	Partial evidence “Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.” Source: RevenueBase Database · checked Sep 20, 2026
4	Vostro Private Wealth	Indirect evidence	Albert Park, AustraliaHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Professional, Proficient, Personalised.” Source: RevenueBase Database · checked Sep 20, 2026
5	Wattle Partners Retirement Wealth Specialists	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “Our mission is to inform and empower our clients through independent financial advice, to allow them to concentrate on what they value.” Source: RevenueBase Database · checked Sep 20, 2026
6	Context Capital	Partial evidence	Leederville, AustraliaHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “At Context Capital, we believe that there is no single investment strategy that meets all client’s needs and any investment solution must reflect the philosophy, beliefs and…” Source: RevenueBase Database · checked Sep 20, 2026
7	Morgans Financial Brighton	Partial evidence	Brighton, AustraliaHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “Morgans Financial Brighton was established in 2003 and has grown over the years to become an industry leader in providing high quality investment advice to our diverse range of…” Source: RevenueBase Database · checked Sep 20, 2026
8	Fitzpatricks Financial Group	Strong evidence	Sydney Cbd, AustraliaHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “Fitzpatricks Financial Group is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment…” Source: RevenueBase Database · checked Sep 20, 2026
9	Portum Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Portum Private Wealth® provides private investors, families, charities and not-for-profits with high-level investment advice and services.” Source: RevenueBase Database · checked Sep 20, 2026
10	O ' H A R A P A R T N E R S	Strong evidence	Darlinghurst, AustraliaHQ checked Sep 20, 2026	11-50	3 contacts →
	Strong evidence “O'Hara Partners is a bespoke investment advisory business owned and run by people with a deeper level of expertise and knowledge based on years in professional financial markets.” Source: RevenueBase Database · checked Sep 20, 2026
11	RM Wealth	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Source: RevenueBase Database · checked Sep 20, 2026
12	Edsuplan Teacher Financial Services	Indirect evidence	Moorabbin, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Edsuplan Teacher Financial Services was established in 1982 and has a proud history of developing financial strategies for members of The Victorian Department of Education to help…” Source: RevenueBase Database · checked Sep 20, 2026
13	Ethical Wealth Partners	Indirect evidence	Perth, AustraliaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “We provide tailored, trusted, objective advice to high net worth families seeking a better financial path.” Source: RevenueBase Database · checked Sep 20, 2026
14	GTG Capital Partners	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “GTG Capital Partners provides holistic financial advice and investment banking solutions, with offices in Brisbane and Melbourne.” Source: RevenueBase Database · checked Sep 20, 2026
15	TAS Ethical	Partial evidence	North Hobart, AustraliaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Tas Ethical is a highly successful, award winning, Hobart based, financial advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
16	Novo Wealth	Indirect evidence	Kent Town, AustraliaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “THE ethical financial advice specialist for professionals and business owners who want to invest responsibly.” Source: RevenueBase Database · checked Sep 20, 2026
17	Assurity Financial Group	Partial evidence	Dover Heights, AustraliaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Assurity Financial Group is an investment management company based out of NSW, Australia” Source: RevenueBase Database · checked Sep 20, 2026
18	Wealth 21	Strong evidence	Buderim, AustraliaHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Wealth 21 is an investment advisory practice based at Unit 12/100 Burnett St, Buderim, Australia.” Source: RevenueBase Database · checked Sep 20, 2026
19	Whitehill Financial	Strong evidence	Buninyong, AustraliaHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Whitehill Financial is a financial planning firm specialising in investment management and advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
20	Kenzieco	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Servicing family offices, investors, foundations & trusts.” Source: RevenueBase Database · checked Sep 20, 2026
21	Daintree Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Welcome to Daintree Wealth, where we are committed to empowering individual investors to achieve their financial goals while aligning their investments with their values and…” Source: RevenueBase Database · checked Sep 20, 2026
22	Pinto Advisory	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Pinto Advisory offers expert investment administration and analysis services tailored to meet your business’ needs.” Source: RevenueBase Database · checked Sep 20, 2026
23	Wealth Differently	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Our passion is helping HNW families and individuals to discover what is important to them, and then to design a wealth management strategy that reflects their unique viewpoint, so…” Source: RevenueBase Database · checked Sep 20, 2026
24	Baiocchi Griffin Private Wealth PTY LTD	Partial evidence	Tamworth, AustraliaHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “With a history dating back to its establishment in 1989 by Ray Griffin, Baiocchi Griffin Private Wealth offers professional advice and personalised investment management services.” Source: RevenueBase Database · checked Sep 20, 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: nonprofit investment advisors. 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 nonprofit investment advisors.
Partial evidence: Its own public description names part of nonprofit investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit investment advisors. 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 24 of 43 nonprofit investment advisors based in Australia

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Nonprofit investment advisors based in Australia at a glance

As of Sep 20, 2026

53.3%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

30.2%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 43 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 nonprofit 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 Australia whose own description of what they do matches “nonprofit 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 nonprofit 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 nonprofit investment advisors, and records with no verified work email. Companies headquartered outside Australia 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, 113 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 nonprofit 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 nonprofit investment advisors are there based in Australia?

RevenueBase identified 43 nonprofit investment advisors headquartered in 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?

Ethinvest, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most nonprofit investment advisors?

Sydney leads with 13 headquartered companies, followed by Melbourne (4) and Perth (3).

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 113 verified decision-maker contacts tracked across these 43 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.