Company lists · Data refreshed September 2026

Top 22 Portfolio accounting firms based in Australia

Name: Portfolio accounting firms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 34 companies tracked

RevenueBase identified 34 portfolio accounting firms headquartered in Australia as of September 2026 and tracks 133 professional contacts across them, including 71 with verified work emails and 12 with mobile numbers. Sydney is the largest hub.

This list covers portfolio accounting firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

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

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

34Companies

133Contacts tracked

71Verified emails

12Mobile numbers

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The 22 largest portfolio accounting firms based in Australia

Ranked by team size

Top 22 of 34 portfolio accounting firms based in Australia, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names portfolio accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Mancell Financial GroupIndirect evidence	Burnie, AustraliaHQ checked Sep 5, 2026	11-50	14
	“Mancell Financial Group was founded in February 1980.” Source: company website · checked Sep 5, 2026
2	TMS Private WealthIndirect evidence	Manly, AustraliaHQ checked Sep 5, 2026	11-50	14
	“At TMS Private Wealth, we deliver bespoke wealth management for individuals and their families.” Source: company website · checked Sep 5, 2026
3	InvestsensePartial evidence	Sydney, AustraliaHQ checked Sep 5, 2026	11-50	13
	“InvestSense is a portfolio management and investment consultancy founded in 2014.” Source: company website · checked Sep 5, 2026
4	Guardian InvestmentsPartial evidence	Brisbane, AustraliaHQ checked Sep 5, 2026	1-10	9
	“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Source: company website · checked Sep 5, 2026
5	Peak Asset ManagementPartial evidence	Melbourne, AustraliaHQ checked Sep 5, 2026	1-10	8
	“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: company website · checked Sep 5, 2026
6	Resonant Asset ManagementPartial evidence	Sydney, AustraliaHQ checked Sep 5, 2026	1-10	7
	“Bringing institutional grade portfolio management and markets expertise to tailored managed accounts.” Source: company website · checked Sep 5, 2026
7	Affluence Funds ManagementPartial evidence	Brisbane, AustraliaHQ checked Sep 5, 2026	1-10	6
	“Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Source: company website · checked Sep 5, 2026
8	NavexaPartial evidence	Melbourne, AustraliaHQ checked Sep 5, 2026	1-10	6
	“Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: company website · checked Sep 5, 2026
9	Valuepoint Asset ManagementPartial evidence	Sydney, AustraliaHQ checked Sep 5, 2026	1-10	4
	“VAM delivers financial freedom to our clients by offering tailored investment portfolios to suit our client’s needs and financial objectives.” Source: company website · checked Sep 5, 2026
10	Paragon Financial Group PTY LTDIndirect evidence	Southbank, AustraliaHQ checked Sep 5, 2026	1-10	3
	“OUR COMPANY MOTTO IS ‘A LIFE WELL PLANNED’.” Source: company website · checked Sep 5, 2026
11	MCG Wealth ManagementPartial evidence	Double Bay, AustraliaHQ checked Sep 5, 2026	1-10	2
	“MCG Wealth Management is a private investment firm that provides portfolio solutions for high-net-worth individuals, families and small to mid-size institutions.” Source: company website · checked Sep 5, 2026
12	Berkholts InvestmentsPartial evidence	Sydney, AustraliaHQ checked Sep 5, 2026	1-10	2
	“We provide an independent advisory and portfolio management service.” Source: company website · checked Sep 5, 2026
13	Dynamic AssetIndirect evidence	Sydney, AustraliaHQ checked Sep 5, 2026	1-10	2
	“Dynamic Asset manages class-leading managed accounts for Australian financial advisers and their clients.” Source: company website · checked Sep 5, 2026
14	Private ReportingIndirect evidence	North Sydney, AustraliaHQ checked Sep 5, 2026	1-10	2
	“Private Reporting is an investment reporting platform for wealth managers.” Source: company website · checked Sep 5, 2026
15	First Point Asset ManagementIndirect evidence	Noosa Heads, AustraliaHQ checked Sep 5, 2026	11-50	1
	“WEALTH – KNOWLEDGE - TRUST First Point Asset Management, co-advised by JANA and Brad Matthews Investment Strategies, is an investment services organisation opening its bespoke…” Source: company website · checked Sep 5, 2026
16	Antaeus Managed AccountsIndirect evidence	Brighton, AustraliaHQ checked Sep 5, 2026	11-50	1
	“The Antaeus Managed Accounts is an investment solution exclusively available to Morgans Financial Brighton advisors to use with suitable clients.” Source: company website · checked Sep 5, 2026
17	Private Portfolio ManagersPartial evidence	Sydney, AustraliaHQ checked Sep 5, 2026	1-10	1
	“We provide attractive portfolio returns with consideration given to protecting our clients' capital through market cycles.” Source: company website · checked Sep 5, 2026
18	Gamma Wealth GroupPartial evidence	Robina, AustraliaHQ checked Sep 5, 2026	1-10	1
	“Gamma Asset Management provides clients with a discretionary portfolio management service.” Source: company website · checked Sep 5, 2026
19	Atticus WealthPartial evidence	Sydney, AustraliaHQ checked Sep 5, 2026	1-10	1
	“We develop transparent portfolios for clients and advice businesses alike, designed specifically to achieve investment goals.” Source: company website · checked Sep 5, 2026
20	Argon Capital Private InvestmentPartial evidence	Sydney, AustraliaHQ checked Sep 5, 2026	1-10	1
	“We provide proactive management of share portfolios for our clients.” Source: company website · checked Sep 5, 2026
21	Rolling Capital ManagementIndirect evidence	Gold Coast, AustraliaHQ checked Sep 5, 2026	1-10	1
	“Investment Management” Source: company website · checked Sep 5, 2026
22	Pritchett Financial GroupIndirect evidence	Camden, AustraliaHQ checked Sep 5, 2026	1-10	1
	“Pritchett Financial Group is a financial planning firm offering true non-biased financial advice.” Source: company website · checked Sep 5, 2026

Showing 22 of 34 portfolio accounting firms based in Australia

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Portfolio accounting firms based in Australia at a glance

As of Sep 5, 2026

1-10Median size (employees)

SydneyLargest hub · 13 HQs

12Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

Verified emails by last verification

0–30

31–60

61–90

90–180

180+

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 portfolio accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Australia whose own description of what they do matches “portfolio accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among portfolio accounting firms, 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 an evidence 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, 71 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 5, 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

How many portfolio accounting firms are there based in Australia?

RevenueBase identified 34 portfolio accounting firms 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?

Mancell Financial Group, headquartered in Burnie, tops this list with the largest team on record.

Which city has the most portfolio accounting firms?

Sydney leads with 13 headquartered companies, followed by Melbourne (3) and Brisbane (2).

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 71 verified decision-maker contacts tracked across these 34 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 5, 2026.

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About this data

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