Company lists · Data refreshed September 2026
Top 25 Personal financial advisors based in Adelaide, Australia
RevenueBase identified 55 company matches for personal financial advisors associated with Adelaide, Australia as of September 2026 and tracks 282 professional contacts across them, including 172 with verified work emails. Across Australia, Sydney is the largest hub for this category (316 companies); Adelaide has 55.
This list covers company matches for personal financial advisors associated with Adelaide, 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 20, 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.
The 25 largest personal financial advisors based in Adelaide, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 36 contacts → | ||||
Exact match “We have been providing Accounting and Financial Planning advice to clients for over 25 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 26 contacts → | ||||
Exact match “MBA Financial Strategists is recognised by our clients and business partners, as their first choice provider of professional, tailored advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 11 contacts → | ||||
Exact match “Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 10 contacts → | ||||
Exact match “As South Australia’s premier Investment company, Baker Young specialises in providing personal and professional service to private clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “We’re a team of financial advisers, chartered accountants, tax consultants, SMSF specialists and strategic business advisers who understand how to use numbers to help you achieve…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “United in vision.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Our vision is to be the first choice for those who are serious about reaching their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Our aim is to guide you on the path to achieving your financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Connect Financial Advice is a boutique financial services practice located in Adelaide, South Australia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “First Advice Solutions is an established financial planning group that operates on a national basis with our main office in Adelaide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “At MFA, we deliver professional financial advice to our valued clients nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “We’re different from other financial planning firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “At Advice SA, everything we do revolves around you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “With backgrounds in management and advisory from both the 'Big 4' banks and Chartered Accounting firms, and with investigatory roles in the ATO and Corporate Restructuring…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “The CENTRA WEALTH Group is a boutique financial services business providing strategic advice and investment management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Baldwin Financial Services is a boutique financial planning business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “After being part of the Godfrey Pembroke network for over 18 years, we made the decision in early 2018 to move away from being part of an institutionally aligned licensee, which…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “We value our client relationships, your satisfaction is our highest priority.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Optimum Lifefocus specialises in assisting its clients to live their life & to live it to the full ie live their Life on Purpose.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Our story started at Australia’s largest investment bank circa After nearly twenty years, we sought a new direction, forming Franklin Advisory with a view to combine our…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “At Palladium Wealth Partners we seek to deliver a personalised experience by delivering high quality strategic advice in line with your needs, with the goal of forming long term…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Over more than 35 years, we have built a professional practice in financial planning by helping clients achieve their goals, and done this by making sure I truly understand what’s…” Recorded in the RevenueBase company graph · Sep 20, 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 “personal financial advisors”. 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 55 personal financial advisors based in Adelaide, Australia
See the full list, filter by size, metro and specialty, and access 172 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal financial advisors based in Adelaide, Australia at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Adelaide, so it is reported there. Company counts and contact totals on this page are exact for Adelaide, over 55 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 Adelaide, Australia whose business descriptions match “personal financial advisors” 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 172 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 20, 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.
Personal financial advisors by metro in Australia
- Personal financial advisors in Sydney316
- Personal financial advisors in Melbourne211
- Personal financial advisors in Brisbane79
- Personal financial advisors in Perth51
- Personal financial advisors in North Sydney39
- Personal financial advisors in Brisbane City32
- Personal financial advisors in Parramatta27
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 “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal financial advisors are there based in Adelaide, Australia?
RevenueBase identified 55 company matches for personal financial advisors associated with Adelaide, 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?
Caveo Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most personal financial advisors?
Sydney leads Australia with 316 company records, followed by Melbourne (211) and Brisbane (79). Adelaide has 55.
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 172 professional contacts with verified work emails tracked across these 55 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 55 personal financial advisors based in Adelaide, Australia. Start with a free account, no credit card.
Download this list →Related lists
Personal financial advisors by geography
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
- Personal financial advisors based in Porto Alegre, Brazil
- Personal financial advisors based in Rio De Janeiro, Brazil
- Personal financial advisors based in Sao Paulo, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
Company intelligence · public preview
Top 25 personal financial advisors based in Adelaide, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 55 matching company records for personal financial advisors based in Adelaide, Australia, with 282 tracked contacts and 172 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 personal financial advisors based in Adelaide, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Caveo Partnerscaveopartners.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 36 contacts → |
“We have been providing Accounting and Financial Planning advice to clients for over 25 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  MBA Financial Strategists PTY LTDmbafs.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 26 contacts → |
“MBA Financial Strategists is recognised by our clients and business partners, as their first choice provider of professional, tailored advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Synergy Private Wealthsynergypw.comHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 11 contacts → |
“Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Baker Young Limitedbakeryoung.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 10 contacts → |
“As South Australia’s premier Investment company, Baker Young specialises in providing personal and professional service to private clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Affinity Business Advisers PTY LTDaffinityadvisers.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 10 contacts → |
“We’re a team of financial advisers, chartered accountants, tax consultants, SMSF specialists and strategic business advisers who understand how to use numbers to help you achieve…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Calm Wealth Managementcalmwealth.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 9 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Capital Unitedcapitalunited.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 8 contacts → |
“United in vision.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Marinis Financial Groupmarinisgroup.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 8 contacts → |
“Our vision is to be the first choice for those who are serious about reaching their financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“Our aim is to guide you on the path to achieving your financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Evans Ayersevansayers.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 7 contacts → |
“Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Connect Financial Adviceconnectfinancialadvice.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 6 contacts → |
“Connect Financial Advice is a boutique financial services practice located in Adelaide, South Australia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | First Advice Solutionsfirstadvice.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“First Advice Solutions is an established financial planning group that operates on a national basis with our main office in Adelaide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  MFA Adelaidemfaadelaide.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“At MFA, we deliver professional financial advice to our valued clients nationwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Wealth Evolution Financial Planningevogroup.net.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“We’re different from other financial planning firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Advice SAadvicesa.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“At Advice SA, everything we do revolves around you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  CG Goldchancellorgroup.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“With backgrounds in management and advisory from both the 'Big 4' banks and Chartered Accounting firms, and with investigatory roles in the ATO and Corporate Restructuring…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  ONE Advisory Wealth Managementoawm.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 4 contacts → |
“One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Centra Wealth Groupcentrawealth.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“The CENTRA WEALTH Group is a boutique financial services business providing strategic advice and investment management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Baldwin Financial Servicesbaldwinfinancialservices.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“Baldwin Financial Services is a boutique financial planning business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Eclipse Wealth Managementeclipsewm.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“After being part of the Godfrey Pembroke network for over 18 years, we made the decision in early 2018 to move away from being part of an institutionally aligned licensee, which…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Adelaide Investment Advisorsadelaideinvest.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“We value our client relationships, your satisfaction is our highest priority.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Optimum Lifefocusoptimumlifefocus.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“Optimum Lifefocus specialises in assisting its clients to live their life & to live it to the full ie live their Life on Purpose.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Franklin Advisoryfranklinadvisory.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“Our story started at Australia’s largest investment bank circa After nearly twenty years, we sought a new direction, forming Franklin Advisory with a view to combine our…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Palladium Wealth Partnerspalladiumwealth.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“At Palladium Wealth Partners we seek to deliver a personalised experience by delivering high quality strategic advice in line with your needs, with the goal of forming long term…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | First Principles Financial Planningfirstprinciplesfp.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“Over more than 35 years, we have built a professional practice in financial planning by helping clients achieve their goals, and done this by making sure I truly understand what’s…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 55 company matches
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Personal financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
55 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Australia list rather than for Adelaide, so it is reported there. Company counts and contact totals on this page are exact for Adelaide, over 55 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal financial advisors by metro in Australia
- Personal financial advisors in Sydney316
- Personal financial advisors in Melbourne211
- Personal financial advisors in Brisbane79
- Personal financial advisors in Perth51
- Personal financial advisors in North Sydney39
- Personal financial advisors in Brisbane City32
- Personal financial advisors in Parramatta27
Questions about this company list
What does Exact match mean for personal financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal financial advisors did RevenueBase find based in Adelaide, Australia?
The saved snapshot records 55 matching company records, 282 tracked contacts and 172 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal financial advisors by geography
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
- Personal financial advisors based in Porto Alegre, Brazil
- Personal financial advisors based in Rio De Janeiro, Brazil
- Personal financial advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 personal financial advisors based in Adelaide, Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/australia/adelaide.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
Company intelligence · public preview
Top 25 personal financial advisors based in Adelaide, Australia
RevenueBase records 55 matching company records for personal financial advisors based in Adelaide, Australia, with 282 tracked contacts and 172 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 personal financial advisors based in Adelaide, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Caveo Partnerscaveopartners.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 36 contacts → |
“We have been providing Accounting and Financial Planning advice to clients for over 25 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | MBA Financial Strategists PTY LTDmbafs.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 26 contacts → |
“MBA Financial Strategists is recognised by our clients and business partners, as their first choice provider of professional, tailored advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Synergy Private Wealthsynergypw.com HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 11 contacts → |
“Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Baker Young Limitedbakeryoung.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 10 contacts → |
“As South Australia’s premier Investment company, Baker Young specialises in providing personal and professional service to private clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Affinity Business Advisers PTY LTDaffinityadvisers.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 10 contacts → |
“We’re a team of financial advisers, chartered accountants, tax consultants, SMSF specialists and strategic business advisers who understand how to use numbers to help you achieve…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Calm Wealth Managementcalmwealth.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 9 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Capital Unitedcapitalunited.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 8 contacts → |
“United in vision.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Marinis Financial Groupmarinisgroup.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 8 contacts → |
“Our vision is to be the first choice for those who are serious about reaching their financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“Our aim is to guide you on the path to achieving your financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Evans Ayersevansayers.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 7 contacts → |
“Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Connect Financial Adviceconnectfinancialadvice.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 6 contacts → |
“Connect Financial Advice is a boutique financial services practice located in Adelaide, South Australia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | First Advice Solutionsfirstadvice.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“First Advice Solutions is an established financial planning group that operates on a national basis with our main office in Adelaide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MFA Adelaidemfaadelaide.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“At MFA, we deliver professional financial advice to our valued clients nationwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wealth Evolution Financial Planningevogroup.net.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“We’re different from other financial planning firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Advice SAadvicesa.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“At Advice SA, everything we do revolves around you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CG Goldchancellorgroup.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“With backgrounds in management and advisory from both the 'Big 4' banks and Chartered Accounting firms, and with investigatory roles in the ATO and Corporate Restructuring…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ONE Advisory Wealth Managementoawm.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 4 contacts → |
“One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Centra Wealth Groupcentrawealth.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“The CENTRA WEALTH Group is a boutique financial services business providing strategic advice and investment management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Baldwin Financial Servicesbaldwinfinancialservices.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“Baldwin Financial Services is a boutique financial planning business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Eclipse Wealth Managementeclipsewm.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“After being part of the Godfrey Pembroke network for over 18 years, we made the decision in early 2018 to move away from being part of an institutionally aligned licensee, which…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Adelaide Investment Advisorsadelaideinvest.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“We value our client relationships, your satisfaction is our highest priority.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Optimum Lifefocusoptimumlifefocus.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“Optimum Lifefocus specialises in assisting its clients to live their life & to live it to the full ie live their Life on Purpose.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Franklin Advisoryfranklinadvisory.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“Our story started at Australia’s largest investment bank circa After nearly twenty years, we sought a new direction, forming Franklin Advisory with a view to combine our…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Palladium Wealth Partnerspalladiumwealth.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“At Palladium Wealth Partners we seek to deliver a personalised experience by delivering high quality strategic advice in line with your needs, with the goal of forming long term…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | First Principles Financial Planningfirstprinciplesfp.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“Over more than 35 years, we have built a professional practice in financial planning by helping clients achieve their goals, and done this by making sure I truly understand what’s…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 55 company matches
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Personal financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
55 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Australia list rather than for Adelaide, so it is reported there. Company counts and contact totals on this page are exact for Adelaide, over 55 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal financial advisors by metro in Australia
- Personal financial advisors in Sydney316
- Personal financial advisors in Melbourne211
- Personal financial advisors in Brisbane79
- Personal financial advisors in Perth51
- Personal financial advisors in North Sydney39
- Personal financial advisors in Brisbane City32
- Personal financial advisors in Parramatta27
Questions about this company list
What does Exact match mean for personal financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal financial advisors did RevenueBase find based in Adelaide, Australia?
The saved snapshot records 55 matching company records, 282 tracked contacts and 172 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal financial advisors by geography
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
- Personal financial advisors based in Porto Alegre, Brazil
- Personal financial advisors based in Rio De Janeiro, Brazil
- Personal financial advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 personal financial advisors based in Adelaide, Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/australia/adelaide.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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