Company lists · Data refreshed November 2026
Top 25 Portfolio management consultants based in Australia
RevenueBase identified 622 company matches for portfolio management consultants associated with Australia as of November 2026 and tracks 6,030 professional contacts across them, including 3,261 with verified work emails. Sydney is the largest hub.
This list covers company matches for portfolio management consultants associated with 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 November 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.
The 25 largest portfolio management consultants based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 425 contacts → | ||||
Exact match “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 330 contacts → | ||||
Exact match “BlueRock is for entrepreneurs, by entrepreneurs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 192 contacts → | ||||
Exact match “JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 169 contacts → | ||||
Exact match “Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 158 contacts → | ||||
Exact match “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 150 contacts → | ||||
Exact match “Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 111 contacts → | ||||
Exact match “Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 107 contacts → | ||||
Exact match “Full service independent advisory Founded in 1988, our goal has always been simple – consistently deliver innovative advice that is truly valuable to our clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 102 contacts → | ||||
Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 99 contacts → | ||||
Exact match “Gresham is a leading independent advisory and funds management firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 97 contacts → | ||||
Exact match “We have rebranded from LGT Crestone to LGT Wealth Management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 91 contacts → | ||||
Exact match “Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 82 contacts → | ||||
Exact match “Fisher Investments® is a subsidiary of Fisher Asset Management, LLC (“FAM”) -an adviser serving individuals and institutions globally.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 80 contacts → | ||||
Exact match “Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 69 contacts → | ||||
Exact match “We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 65 contacts → | ||||
Exact match “At CIB, we go beyond the numbers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 62 contacts → | ||||
Exact match “Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 47 contacts → | ||||
Exact match “Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 42 contacts → | ||||
Exact match “We strengthen advice models, we don’t reinvent them.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 38 contacts → | ||||
Exact match “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 35 contacts → | ||||
Exact match “Tynans is a boutique financial advisory firm in Brisbane.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 35 contacts → | ||||
Exact match “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 35 contacts → | ||||
Exact match “Price Consulting Group is a Western Australian owned and operated management consultancy firm that has been providing professional high quality advice and services to clients…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 31 contacts → | ||||
Exact match “Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 28 contacts → | ||||
Exact match “Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded in the RevenueBase company graph · Nov 5, 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 “portfolio management consultants”. 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 622 portfolio management consultants based in Australia
See the full list, filter by size, metro and specialty, and access 3,261 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management consultants based in Australia at a glance
As of Nov 5, 2026Companies by employee count
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 622 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 Australia whose business descriptions match “portfolio management consultants” 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 3,261 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 November 5, 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.
Portfolio management consultants by metro
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 “portfolio management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management consultants are there based in Australia?
RevenueBase identified 622 company matches for portfolio management consultants associated with Australia as of November 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?
Shaw And Partners Financial Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio management consultants?
Sydney leads with 121 company records, followed by Melbourne (88) and Brisbane (27).
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 3,261 professional contacts with verified work emails tracked across these 622 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 622 portfolio management consultants based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Portfolio management consultants by geography
- Portfolio management consultants based in Buenos Aires, Argentina
- Portfolio management consultants based in Adelaide, Australia
- Portfolio management consultants based in Brisbane, Australia
- Portfolio management consultants based in Melbourne, Australia
- Portfolio management consultants based in North Sydney, Australia
- Portfolio management consultants based in Perth, Australia
- Portfolio management consultants based in Sydney, Australia
- Portfolio management consultants based in Vienna, Austria
- Portfolio management consultants based in Belo Horizonte, Brazil
- Portfolio management consultants based in Curitiba, Brazil
- Portfolio management consultants based in Porto Alegre, Brazil
- Portfolio management consultants based in Rio De Janeiro, 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
- Portfolio management consultants based in Buenos Aires, Argentina
- Portfolio management consultants based in Adelaide, Australia
- Portfolio management consultants based in Brisbane, Australia
- Portfolio management consultants based in Melbourne, Australia
- Portfolio management consultants based in North Sydney, Australia
- Portfolio management consultants based in Perth, Australia
Company intelligence · public preview
Top 25 portfolio management consultants based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 622 matching company records for portfolio management consultants based in Australia, with 6,030 tracked contacts and 3,261 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: November 5, 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 portfolio management consultants based in 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 |  Shaw And Partners Financial Servicesshawandpartners.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 425 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bluerockbluerock.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 330 contacts → |
“BlueRock is for entrepreneurs, by entrepreneurs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Jana Investment Advisersjana.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 192 contacts → |
“JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Prime Financial Groupprimefinancial.com.auHQ: Southbank, AustraliaReported employees: 201-500 | Southbank, Australia | 201-500 | Exact match | 169 contacts → |
“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Evans & Partnerseandp.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 158 contacts → |
“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Connect Business Solutionsconnecta.com.auHQ: Kyogle, AustraliaReported employees: 11-50 | Kyogle, Australia | 11-50 | Exact match | 150 contacts → |
“Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Channel Capitalchannel.capitalHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 111 contacts → |
“Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Grant Samuelgrantsamuel.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 107 contacts → |
“Full service independent advisory Founded in 1988, our goal has always been simple – consistently deliver innovative advice that is truly valuable to our clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Invest Blueinvestblue.com.auHQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 102 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Gresham Partnersgresham.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 99 contacts → |
“Gresham is a leading independent advisory and funds management firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  LGT Crestone Wealth Management Limitedlgtwm.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 97 contacts → |
“We have rebranded from LGT Crestone to LGT Wealth Management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Frontier Advisorsfrontieradvisors.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 91 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fisher Investments - Australiafisherinvestments.comHQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 82 contacts → |
“Fisher Investments® is a subsidiary of Fisher Asset Management, LLC (“FAM”) -an adviser serving individuals and institutions globally.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Brentnalls SAbrentnalls-sa.com.auHQ: Hindmarsh, AustraliaReported employees: 51-200 | Hindmarsh, Australia | 51-200 | Exact match | 80 contacts → |
“Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  The Practicethepractice.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 69 contacts → |
“We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  CIB Accountants & Adviserscibaccountants.com.auHQ: Parramatta, AustraliaReported employees: 51-200 | Parramatta, Australia | 51-200 | Exact match | 65 contacts → |
“At CIB, we go beyond the numbers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Zenith Investment Partnerszenithpartners.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 62 contacts → |
“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  HMH Advisoryhmh.com.auHQ: Mont Albert, AustraliaReported employees: 51-200 | Mont Albert, Australia | 51-200 | Exact match | 47 contacts → |
“Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Akamboakambo.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 42 contacts → |
“We strengthen advice models, we don’t reinvent them.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Esencia Wealthesenciawealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tynanstynansadvice.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 35 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Intralink Wealth Managementintralink.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 35 contacts → |
“For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Price Consulting Grouppriceconsulting.com.auHQ: Perth, AustraliaReported employees: 11-50 | Perth, Australia | 11-50 | Exact match | 35 contacts → |
“Price Consulting Group is a Western Australian owned and operated management consultancy firm that has been providing professional high quality advice and services to clients…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Midsec Financial Advisorsmidsec.com.auHQ: Parkside, AustraliaReported employees: 11-50 | Parkside, Australia | 11-50 | Exact match | 31 contacts → |
“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Quantiphyquantiphy.com.auHQ: Bondi Junction, AustraliaReported employees: 11-50 | Bondi Junction, Australia | 11-50 | Exact match | 28 contacts → |
“Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 622 company matches
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Portfolio management consultants: dataset insights
November 5, 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
614 records in the displayed employee bands.
8 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 622 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: November 5, 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 ↗
Portfolio management consultants by metro
Questions about this company list
What does Exact match mean for portfolio management consultants?
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 portfolio management consultants did RevenueBase find based in Australia?
The saved snapshot records 622 matching company records, 6,030 tracked contacts and 3,261 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: November 5, 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
Portfolio management consultants by geography
- Portfolio management consultants based in Buenos Aires, Argentina
- Portfolio management consultants based in Adelaide, Australia
- Portfolio management consultants based in Brisbane, Australia
- Portfolio management consultants based in Melbourne, Australia
- Portfolio management consultants based in North Sydney, Australia
- Portfolio management consultants based in Perth, Australia
- Portfolio management consultants based in Sydney, Australia
- Portfolio management consultants based in Vienna, Austria
- Portfolio management consultants based in Belo Horizonte, Brazil
- Portfolio management consultants based in Curitiba, Brazil
- Portfolio management consultants based in Porto Alegre, Brazil
- Portfolio management consultants based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 25 portfolio management consultants based in Australia. Snapshot: November 5, 2026. https://revenuebase.ai/companies/portfolio-management-consultants/australia.
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
- Portfolio management consultants based in Buenos Aires, Argentina
- Portfolio management consultants based in Adelaide, Australia
- Portfolio management consultants based in Brisbane, Australia
- Portfolio management consultants based in Melbourne, Australia
- Portfolio management consultants based in North Sydney, Australia
- Portfolio management consultants based in Perth, Australia
Company intelligence · public preview
Top 25 portfolio management consultants based in Australia
RevenueBase records 622 matching company records for portfolio management consultants based in Australia, with 6,030 tracked contacts and 3,261 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: November 5, 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 portfolio management consultants based in 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 | Shaw And Partners Financial Servicesshawandpartners.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 425 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bluerockbluerock.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 330 contacts → |
“BlueRock is for entrepreneurs, by entrepreneurs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Jana Investment Advisersjana.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 192 contacts → |
“JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Prime Financial Groupprimefinancial.com.au HQ: Southbank, AustraliaReported employees: 201-500 | Southbank, Australia | 201-500 | Exact match | 169 contacts → |
“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Evans & Partnerseandp.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 158 contacts → |
“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Connect Business Solutionsconnecta.com.au HQ: Kyogle, AustraliaReported employees: 11-50 | Kyogle, Australia | 11-50 | Exact match | 150 contacts → |
“Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Channel Capitalchannel.capital HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 111 contacts → |
“Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Grant Samuelgrantsamuel.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 107 contacts → |
“Full service independent advisory Founded in 1988, our goal has always been simple – consistently deliver innovative advice that is truly valuable to our clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Invest Blueinvestblue.com.au HQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 102 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Gresham Partnersgresham.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 99 contacts → |
“Gresham is a leading independent advisory and funds management firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | LGT Crestone Wealth Management Limitedlgtwm.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 97 contacts → |
“We have rebranded from LGT Crestone to LGT Wealth Management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Frontier Advisorsfrontieradvisors.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 91 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fisher Investments - Australiafisherinvestments.com HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 82 contacts → |
“Fisher Investments® is a subsidiary of Fisher Asset Management, LLC (“FAM”) -an adviser serving individuals and institutions globally.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Brentnalls SAbrentnalls-sa.com.au HQ: Hindmarsh, AustraliaReported employees: 51-200 | Hindmarsh, Australia | 51-200 | Exact match | 80 contacts → |
“Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Practicethepractice.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 69 contacts → |
“We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CIB Accountants & Adviserscibaccountants.com.au HQ: Parramatta, AustraliaReported employees: 51-200 | Parramatta, Australia | 51-200 | Exact match | 65 contacts → |
“At CIB, we go beyond the numbers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Zenith Investment Partnerszenithpartners.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 62 contacts → |
“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HMH Advisoryhmh.com.au HQ: Mont Albert, AustraliaReported employees: 51-200 | Mont Albert, Australia | 51-200 | Exact match | 47 contacts → |
“Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Akamboakambo.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 42 contacts → |
“We strengthen advice models, we don’t reinvent them.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Esencia Wealthesenciawealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tynanstynansadvice.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 35 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Intralink Wealth Managementintralink.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 35 contacts → |
“For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Price Consulting Grouppriceconsulting.com.au HQ: Perth, AustraliaReported employees: 11-50 | Perth, Australia | 11-50 | Exact match | 35 contacts → |
“Price Consulting Group is a Western Australian owned and operated management consultancy firm that has been providing professional high quality advice and services to clients…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Midsec Financial Advisorsmidsec.com.au HQ: Parkside, AustraliaReported employees: 11-50 | Parkside, Australia | 11-50 | Exact match | 31 contacts → |
“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Quantiphyquantiphy.com.au HQ: Bondi Junction, AustraliaReported employees: 11-50 | Bondi Junction, Australia | 11-50 | Exact match | 28 contacts → |
“Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio management consultants: dataset insights
November 5, 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
614 records in the displayed employee bands.
8 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 622 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: November 5, 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 ↗
Portfolio management consultants by metro
Questions about this company list
What does Exact match mean for portfolio management consultants?
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 portfolio management consultants did RevenueBase find based in Australia?
The saved snapshot records 622 matching company records, 6,030 tracked contacts and 3,261 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: November 5, 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
Portfolio management consultants by geography
- Portfolio management consultants based in Buenos Aires, Argentina
- Portfolio management consultants based in Adelaide, Australia
- Portfolio management consultants based in Brisbane, Australia
- Portfolio management consultants based in Melbourne, Australia
- Portfolio management consultants based in North Sydney, Australia
- Portfolio management consultants based in Perth, Australia
- Portfolio management consultants based in Sydney, Australia
- Portfolio management consultants based in Vienna, Austria
- Portfolio management consultants based in Belo Horizonte, Brazil
- Portfolio management consultants based in Curitiba, Brazil
- Portfolio management consultants based in Porto Alegre, Brazil
- Portfolio management consultants based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 25 portfolio management consultants based in Australia. Snapshot: November 5, 2026. https://revenuebase.ai/companies/portfolio-management-consultants/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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