Company lists · Data refreshed November 2026
Top 23 Wealth advisors based in Brisbane, Australia
RevenueBase identified 141 company matches for wealth advisors associated with Brisbane, Australia as of November 2026 and tracks 1,572 professional contacts across them, including 750 with verified work emails. Across Australia, Sydney is the largest hub for this category (601 companies); Brisbane has 141.
This list covers company matches for wealth advisors associated with Brisbane, 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 6, 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 23 largest wealth advisors based in Brisbane, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 73 contacts → | ||||
Exact match “We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 54 contacts → | ||||
Exact match “At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 53 contacts → | ||||
Exact match “At HUB Financial Advice we pride ourselves in delivering professional and tailored financial advice to our clients' personal circumstances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 40 contacts → | ||||
Exact match “Tupicoffs provide advice on a fee for service basis.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 39 contacts → | ||||
Exact match “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 35 contacts → | ||||
Exact match “Tynans is a boutique financial advisory firm in Brisbane.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 22 contacts → | ||||
Exact match “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 21 contacts → | ||||
Exact match “Keystone Private is Queensland's leading multi-family office.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “Wealthrite is a privately owned financial services business that was created to provide a true holistic financial advisory service with offices in Brisbane and the Gold Coast.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “We deliver personalised wealth management advice to professionals, executives, business owners (current and those who have sold up) and family groups with wealth who have a desire…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “At View Legal our mantra is to build the firm our friends would choose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Donegal Wealth are specialists in investment, insurance and super solutions, providing highly personalised services to businesses and individuals who value professional advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Real Property Advice provides, advice based consultation for Industry professionals and their clients, to make informed decisions about buying, selling or investing in Real…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Medical Financial Group provides expert financial and business advice tailored to the unique needs of Queensland’s medical professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “EGU offers wealth management, business advisory, and accounting and taxation services to business owners and individuals across Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Resources Unearthed is a collaboration of like-minded professionals that provide services to executives and businesses within the Mining and Resources industries.” Recorded in the RevenueBase company graph · Nov 6, 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 “wealth 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 23 of 141 wealth advisors based in Brisbane, Australia
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Wealth advisors based in Brisbane, Australia at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 141 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 Brisbane, Australia whose business descriptions match “wealth 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 750 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 6, 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.
Wealth advisors by metro in Australia
- Wealth advisors in Sydney601
- Wealth advisors in Melbourne412
- Wealth advisors in Perth88
- Wealth advisors in Adelaide83
- Wealth advisors in North Sydney56
- Wealth advisors in Brisbane City47
- Wealth advisors in West Perth43
- Wealth advisors in Parramatta40
- Wealth advisors in Bundall36
- Wealth advisors in Subiaco34
- Wealth advisors in Chatswood30
- Wealth advisors in Gold Coast28
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 “wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth advisors are there based in Brisbane, Australia?
RevenueBase identified 141 company matches for wealth advisors associated with Brisbane, 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?
MGD Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most wealth advisors?
Sydney leads Australia with 601 company records, followed by Melbourne (412) and Brisbane (141).
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 750 professional contacts with verified work emails tracked across these 141 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 141 wealth advisors based in Brisbane, Australia. Start with a free account, no credit card.
Download this list →Related lists
Wealth advisors by geography
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- Wealth advisors based in Australia
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- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
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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.
More company lists
Company intelligence · public preview
Top 23 wealth advisors based in Brisbane, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 141 matching company records for wealth advisors based in Brisbane, Australia, with 1,572 tracked contacts and 750 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 23 wealth advisors based in Brisbane, 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 |  MGD Wealthmgdwealth.com.auHQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 73 contacts → |
“We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Solomons Groupthesolomons.com.auHQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 54 contacts → |
“At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  HUB Financial Advicehubfinancial.com.auHQ: Brisbane, AustraliaReported employees: Not recorded | Brisbane, Australia | Not recorded | Exact match | 53 contacts → |
“At HUB Financial Advice we pride ourselves in delivering professional and tailored financial advice to our clients' personal circumstances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tupicoffs, The Independent Financial Plannerstupicoffs.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 40 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  DNR Capitaldnrcapital.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 39 contacts → |
“DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Stratus Financial Groupstratusfinancialgroup.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Merthyr LAWmerthyrlaw.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Keystone Privatekeystoneprivate.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 21 contacts → |
“Keystone Private is Queensland's leading multi-family office.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wealthrite Financial Serviceswealthrite.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 15 contacts → |
“Wealthrite is a privately owned financial services business that was created to provide a true holistic financial advisory service with offices in Brisbane and the Gold Coast.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Goodman Private Wealth LTDgoodmanwealth.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 13 contacts → |
“Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Virtual Financial Advicevirtualfinancial.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 10 contacts → |
“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Guardian Investmentsguardianinvestments.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 10 contacts → |
“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Misso Wealth Managementmissowealth.comHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 10 contacts → |
“We deliver personalised wealth management advice to professionals, executives, business owners (current and those who have sold up) and family groups with wealth who have a desire…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Life Assetslifeassets.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  View Legalviewlegal.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“At View Legal our mantra is to build the firm our friends would choose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Donegal Wealthdonegal.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“Donegal Wealth are specialists in investment, insurance and super solutions, providing highly personalised services to businesses and individuals who value professional advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Solace Financialsolacefinancial.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Templetons Financialtempletons.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Real Property Advicepropertyadvice.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“Real Property Advice provides, advice based consultation for Industry professionals and their clients, to make informed decisions about buying, selling or investing in Real…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Medical Financial Groupmedicalfinancial.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 7 contacts → |
“Medical Financial Group provides expert financial and business advice tailored to the unique needs of Queensland’s medical professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  EGUegu.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“EGU offers wealth management, business advisory, and accounting and taxation services to business owners and individuals across Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Resources Unearthedresourcesunearthed.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“Resources Unearthed is a collaboration of like-minded professionals that provide services to executives and businesses within the Mining and Resources industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 141 company matches
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Wealth advisors: dataset insights
November 6, 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
141 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 Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 141 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 6, 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 ↗
Wealth advisors by metro in Australia
- Wealth advisors in Sydney601
- Wealth advisors in Melbourne412
- Wealth advisors in Perth88
- Wealth advisors in Adelaide83
- Wealth advisors in North Sydney56
- Wealth advisors in Brisbane City47
- Wealth advisors in West Perth43
- Wealth advisors in Parramatta40
- Wealth advisors in Bundall36
- Wealth advisors in Subiaco34
- Wealth advisors in Chatswood30
- Wealth advisors in Gold Coast28
Questions about this company list
What does Exact match mean for wealth 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 wealth advisors did RevenueBase find based in Brisbane, Australia?
The saved snapshot records 141 matching company records, 1,572 tracked contacts and 750 verified emails. The public preview displays 23 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 6, 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
Wealth advisors by geography
- Wealth advisors based in the United States
- Wealth advisors based in the United Kingdom
- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
Cite this list
RevenueBase Data Team. Top 23 wealth advisors based in Brisbane, Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/australia/brisbane.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 23 wealth advisors based in Brisbane, Australia
RevenueBase records 141 matching company records for wealth advisors based in Brisbane, Australia, with 1,572 tracked contacts and 750 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 23 wealth advisors based in Brisbane, 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 | MGD Wealthmgdwealth.com.au HQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 73 contacts → |
“We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Solomons Groupthesolomons.com.au HQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 54 contacts → |
“At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HUB Financial Advicehubfinancial.com.au HQ: Brisbane, AustraliaReported employees: Not recorded | Brisbane, Australia | Not recorded | Exact match | 53 contacts → |
“At HUB Financial Advice we pride ourselves in delivering professional and tailored financial advice to our clients' personal circumstances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tupicoffs, The Independent Financial Plannerstupicoffs.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 40 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | DNR Capitaldnrcapital.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 39 contacts → |
“DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Stratus Financial Groupstratusfinancialgroup.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Merthyr LAWmerthyrlaw.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Keystone Privatekeystoneprivate.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 21 contacts → |
“Keystone Private is Queensland's leading multi-family office.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wealthrite Financial Serviceswealthrite.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 15 contacts → |
“Wealthrite is a privately owned financial services business that was created to provide a true holistic financial advisory service with offices in Brisbane and the Gold Coast.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Goodman Private Wealth LTDgoodmanwealth.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 13 contacts → |
“Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Virtual Financial Advicevirtualfinancial.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 10 contacts → |
“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Guardian Investmentsguardianinvestments.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 10 contacts → |
“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Misso Wealth Managementmissowealth.com HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 10 contacts → |
“We deliver personalised wealth management advice to professionals, executives, business owners (current and those who have sold up) and family groups with wealth who have a desire…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Life Assetslifeassets.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | View Legalviewlegal.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“At View Legal our mantra is to build the firm our friends would choose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Donegal Wealthdonegal.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“Donegal Wealth are specialists in investment, insurance and super solutions, providing highly personalised services to businesses and individuals who value professional advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Solace Financialsolacefinancial.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Templetons Financialtempletons.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Real Property Advicepropertyadvice.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“Real Property Advice provides, advice based consultation for Industry professionals and their clients, to make informed decisions about buying, selling or investing in Real…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Medical Financial Groupmedicalfinancial.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 7 contacts → |
“Medical Financial Group provides expert financial and business advice tailored to the unique needs of Queensland’s medical professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | EGUegu.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“EGU offers wealth management, business advisory, and accounting and taxation services to business owners and individuals across Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Resources Unearthedresourcesunearthed.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“Resources Unearthed is a collaboration of like-minded professionals that provide services to executives and businesses within the Mining and Resources industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 141 company matches
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Wealth advisors: dataset insights
November 6, 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
141 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 Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 141 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 6, 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 ↗
Wealth advisors by metro in Australia
- Wealth advisors in Sydney601
- Wealth advisors in Melbourne412
- Wealth advisors in Perth88
- Wealth advisors in Adelaide83
- Wealth advisors in North Sydney56
- Wealth advisors in Brisbane City47
- Wealth advisors in West Perth43
- Wealth advisors in Parramatta40
- Wealth advisors in Bundall36
- Wealth advisors in Subiaco34
- Wealth advisors in Chatswood30
- Wealth advisors in Gold Coast28
Questions about this company list
What does Exact match mean for wealth 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 wealth advisors did RevenueBase find based in Brisbane, Australia?
The saved snapshot records 141 matching company records, 1,572 tracked contacts and 750 verified emails. The public preview displays 23 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 6, 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
Wealth advisors by geography
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- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
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Cite this list
RevenueBase Data Team. Top 23 wealth advisors based in Brisbane, Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/australia/brisbane.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗