Company lists · Data refreshed September 2026
Top 25 Private wealth advisors based in Ireland
RevenueBase identified 162 private wealth advisors headquartered in Ireland as of September 2026 and tracks 2,181 professional contacts across them, including 1,199 with verified work emails. Dublin is the largest hub.
This list covers private wealth advisors headquartered in Ireland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest private wealth advisors based in Ireland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 970 contacts → | ||||
Indirect evidence “About Us From day one, you’ll notice there is something special about working at Davy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 110 contacts → | ||||
Partial evidence “Fairstone Ireland is dedicated to providing intelligent wealth management solutions and strategies to make financial dreams a reality.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 94 contacts → | ||||
Partial evidence “One of Ireland’s leading wealth managers, we are now also one of the largest, with the acquisition of Investec’s Irish wealth management business making us the third largest in…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 65 contacts → | ||||
Partial evidence “Founded in 2015, SYS Financial is an award-winning financial advisory firm and one of Ireland’s leading providers of tailored financial solutions for employers, individuals…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 59 contacts → | ||||
Indirect evidence “Fisher Investments Ireland offers discretionary investment management services tailored to your long-term goals and outsources portfolio strategy decision-making to Fisher…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 53 contacts → | ||||
Strong evidence “AIB Private Banking is a bespoke wealth management and private banking service offering tailored solutions to meet your private banking and investment requirements.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 36 contacts → | ||||
Indirect evidence “At Prosperous Financial Planning we believe that sound financial advice changes lives.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 27 contacts → | ||||
Indirect evidence “Honest Experienced Financial Planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 21 contacts → | ||||
Strong evidence “Ireland's premier privately-owned wealth manager with €700M in assets under management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 contacts → | ||||
Strong evidence “Walfrid Private specialises in Wealth-Protection -Development -Retention Our success is based on advice that is; Simple, Client focused, Transparent, Holistic Advice is provided…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 16 contacts → | ||||
Strong evidence “Wealthwise is an Award winning Financial Advisory firm with offices in Carrick on Shannon & Galway.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 16 contacts → | ||||
Partial evidence “Thomond Asset Management was founded in 2009 by Neal Kelly, Tom Fitzgerald and David O’Neill with the aim of providing distinctively high quality wealth management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 16 contacts → | ||||
Indirect evidence “More than 60 years offering Retirement planning, Mortgages and Financial planning for individuals, families and companies Galway Kildare” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 15 contacts → | ||||
Indirect evidence “KDA Doyle Kelly offer a locally based, complete financial solution for businesses and individuals in Gorey, Co.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 14 contacts → | ||||
Indirect evidence “Worth More.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 14 contacts → | ||||
Indirect evidence “At SMP Financial, we have been helping clients plan for their future since 2006.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 13 contacts → | ||||
Strong evidence “Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 12 contacts → | ||||
Partial evidence “Money Maximising Advisors Ltd is a proactive, forward thinking Financial Services company based in Ireland.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 11 contacts → | ||||
Partial evidence “Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 10 contacts → | ||||
Partial evidence “Kestrel is an investment advisory firm where the client relationship is at the centre of our process.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 10 contacts → | ||||
Strong evidence “Santiago Investment Advisors (SIA) is a boutique wealth manager based in Dublin and Kildare.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 10 contacts → | ||||
Strong evidence “Acuvest is an Irish owned, independent advisory firm specialising in wealth management, pensions, and investment advisory services for individuals, companies, charities, and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 9 contacts → | ||||
Partial evidence “Maven Financial Planning is one of Ireland’s leading financial planning and advisory firms.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 9 contacts → | ||||
Partial evidence “At Paul Ryan Financial Advisors, we’re here to make financial planning simple and personal.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 9 contacts → | ||||
Partial evidence “At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private wealth advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names private wealth advisors.
- Partial evidence
- Its own public description names part of private wealth advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private wealth advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 162 private wealth advisors based in Ireland
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Private wealth advisors based in Ireland at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Ireland, so it is reported there. Company counts and contact totals on this page are exact for Ireland, over 162 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private wealth advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Ireland whose own description of what they do matches “private wealth advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private wealth advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among private wealth advisors, and records with no verified work email. Companies headquartered outside Ireland are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,199 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Private wealth advisors by metro
- Private wealth advisors in Dublin26
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private wealth advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many private wealth advisors are there based in Ireland?
RevenueBase identified 162 private wealth advisors headquartered in Ireland 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?
DAVY, headquartered in Ireland, tops this list with the largest team on record.
Which city has the most private wealth advisors?
Dublin leads with 26 headquartered companies, followed by Cork (11) and Galway (10).
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 1,199 verified decision-maker contacts tracked across these 162 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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