Company lists · Data refreshed September 2026
Top 25 Wealth management consulting firms based in North Sydney, Australia
RevenueBase identified 36 wealth management consulting firms headquartered in North Sydney, Australia as of September 2026 and tracks 555 professional contacts across them, including 358 with verified work emails. Across Australia, Sydney is the largest hub for this category (304 companies); North Sydney has 36.
This list covers wealth management consulting firms headquartered in North Sydney, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 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 wealth management consulting firms based in North Sydney, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 295 contacts → | ||||
Strong evidence “Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 60 contacts → | ||||
Indirect evidence “The invaluables.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 59 contacts → | ||||
Indirect evidence “AGS Financial Group is an integrated advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 28 contacts → | ||||
Indirect evidence “CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Partial evidence “It's all about providing highly personalised services to help manage wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Strong evidence “Kelly+Partners Wealth Management was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Partial evidence “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Partial evidence “Founder and Group CEO Theo Kotselas started Archangel Wealth from humble beginnings with a simple principle: always do your best and help others.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “Helping You Take Control of Your Financial Future At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “Many people tend to think that financial advisers are just boring old accountants who bang on about retirement.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “THE RIGHT ANGLE We live by this motto in that we believe no issue is insurmountable.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “We offer expert advice on portfolio construction, tax effective investments, regular investment plans and borrowing techniques that are aimed at accelerating your wealth and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Strong evidence “Bluepoint Consulting is a wealth management and consulting firm specializing in advising and management of assets for superannuation funds, family offices, SMSF's and individuals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “At Stephen Financial Solutions, we aspire to deliver not only the highest quality financial advice, but also the peace of mind and security that comes with being prepared for the…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “Boutique Advisory providing end to end solutions for clients by creating tailored individual wealth creation, wealth protection & retirement plans.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Our Financial Planning services make planning for your future easy.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Key Concept Wealth and Insurance provides quality advice backed by exceptional service by offering our clients holistic tailormade solutions to grow your wealth and protect your…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “Transition Wealth is predicated on the belief that money opens doors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Partial evidence “Hunts' Group provide strategic and corporate consulting services to: • Financial institutions and their subsidiaries • Intermediate sized listed and unlisted financial services…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “Applied Wealth is a privately owned advisory firm guiding individuals and families to financial independence since 2012.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Partial evidence “At Endeavour Consulting Group, we are experienced professionals who have seen the financial advice industry from various angles: • Owning and operating a successful multi-adviser…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “At Emerald Private Wealth, we are your financial partners for life.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Financial Advice” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Strong evidence “Our vision is to provide a total wealth management solution for busy professionals and business owners and assist them to achieve their financial and lifestyle objectives.” Source: RevenueBase Database · checked Sep 29, 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: wealth management consulting firms. 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 wealth management consulting firms.
- Partial evidence
- Its own public description names part of wealth management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management consulting firms. 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 36 wealth management consulting firms based in North Sydney, Australia
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 358 reachable decision-makers.
Free signup · no credit card
Wealth management consulting firms based in North Sydney, Australia at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for North Sydney, so it is reported there. Company counts and contact totals on this page are exact for North Sydney, over 36 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 wealth management consulting firms, 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 North Sydney, Australia whose own description of what they do matches “wealth management consulting firms”. 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 wealth management consulting firms), 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 wealth management consulting firms, and records with no verified work email. Companies headquartered outside North Sydney 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, 358 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 29, 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.
Wealth management consulting firms by metro in Australia
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 wealth management consulting firms, 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 wealth management consulting firms are there based in North Sydney, Australia?
RevenueBase identified 36 wealth management consulting firms headquartered in North Sydney, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Shadforth Financial Group LTD, headquartered in North Sydney, tops this list with the largest team on record.
Which city in Australia has the most wealth management consulting firms?
Sydney leads Australia with 304 headquartered companies, followed by Melbourne (191) and Brisbane (74). North Sydney has 36.
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 358 verified decision-maker contacts tracked across these 36 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36 wealth management consulting firms based in North Sydney, Australia. Start with a free account, no credit card.
Download this list →Related lists
Wealth management consulting firms by geography
- Wealth management consulting firms based in Buenos Aires, Argentina
- Wealth management consulting firms based in Adelaide, Australia
- Wealth management consulting firms based in Brisbane, Australia
- Wealth management consulting firms based in Melbourne, Australia
- Wealth management consulting firms based in Perth, Australia
- Wealth management consulting firms based in Sydney, Australia
- Wealth management consulting firms based in Vienna, Austria
- Wealth management consulting firms based in Belo Horizonte, Brazil
- Wealth management consulting firms based in Curitiba, Brazil
- Wealth management consulting firms based in Porto Alegre, Brazil
- Wealth management consulting firms based in Rio De Janeiro, Brazil
- Wealth management consulting firms based in Sao Paulo, Brazil
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management consulting firms based in Buenos Aires, Argentina
- Wealth management consulting firms based in Adelaide, Australia
- Wealth management consulting firms based in Brisbane, Australia
- Wealth management consulting firms based in Melbourne, Australia
- Wealth management consulting firms based in Perth, Australia
- Wealth management consulting firms based in Sydney, Australia