Company lists · Data refreshed September 2026
Top 25 Wealth management firms based in Australia
RevenueBase identified 1,793 company matches for wealth management firms associated with Australia as of September 2026 and tracks 19,070 professional contacts across them, including 10,210 with verified work emails. Sydney is the largest hub.
This list covers company matches for wealth management firms 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 September 16, 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 wealth management firms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 1,261 contacts → | ||||
Exact match “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 556 contacts → | ||||
Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 412 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 · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 295 contacts → | ||||
Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 295 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 264 contacts → | ||||
Exact match “Canaccord Genuity is a leading Australian financial services firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 218 contacts → | ||||
Exact match “Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 181 contacts → | ||||
Exact match “At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 178 contacts → | ||||
Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 156 contacts → | ||||
Exact match “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 150 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 · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 147 contacts → | ||||
Exact match “We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 144 contacts → | ||||
Exact match “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 142 contacts → | ||||
Exact match “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 124 contacts → | ||||
Exact match “Helping you to navigate life's financial decisions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 119 contacts → | ||||
Exact match “Infocus is in the business, of the business of financial advice.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 106 contacts → | ||||
Exact match “Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 103 contacts → | ||||
Exact match “PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 101 contacts → | ||||
Exact match “Who is First Financial?” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 87 contacts → | ||||
Exact match “WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 85 contacts → | ||||
Exact match “Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 81 contacts → | ||||
Exact match “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 79 contacts → | ||||
Exact match “Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Recorded in the RevenueBase company graph · Sep 16, 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 management firms”. 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 1,793 wealth management firms based in Australia
See the full list, filter by size, metro and specialty, and access 10,210 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Wealth management firms based in Australia at a glance
As of Sep 16, 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 1,793 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 “wealth management firms” 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 10,210 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 September 16, 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 management firms 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 “wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management firms are there based in Australia?
RevenueBase identified 1,793 company matches for wealth management firms associated with Australia as of September 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?
Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth management firms?
Sydney leads with 294 company records, followed by Melbourne (179) and Brisbane (67).
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 10,210 professional contacts with verified work emails tracked across these 1,793 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 September 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,793 wealth management firms based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Wealth management firms by geography
- Wealth management firms based in Adelaide, Australia
- Wealth management firms based in Brisbane City, Australia
- Wealth management firms based in Brisbane, Australia
- Wealth management firms based in Melbourne, Australia
- Wealth management firms based in North Sydney, Australia
- Wealth management firms based in Perth, Australia
- Wealth management firms based in Sydney, Australia
- Wealth management firms based in Belo Horizonte, Brazil
- Wealth management firms based in Curitiba, Brazil
- Wealth management firms based in Porto Alegre, Brazil
- Wealth management firms based in Rio De Janeiro, Brazil
- Wealth management firms based in Sao Paulo, Brazil
Browse the directory
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
- Wealth management firms based in Adelaide, Australia
- Wealth management firms based in Brisbane City, Australia
- Wealth management firms based in Brisbane, Australia
- Wealth management firms based in Melbourne, Australia
- Wealth management firms based in North Sydney, Australia
- Wealth management firms based in Perth, Australia
Company intelligence · public preview
Top 25 wealth management firms 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 1,793 matching company records for wealth management firms based in Australia, with 19,070 tracked contacts and 10,210 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: September 16, 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 wealth management firms 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 |  Findexfindex.com.auHQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,664 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Perpetual Limitedperpetual.com.au HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,261 contacts → |
“Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ORD Minnettords.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 556 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Shaw And Partners Financial Servicesshawandpartners.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 412 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Viridian Financial Groupviridianfinancialgroup.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 295 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Shadforth Financial Group LTDsfg.com.auHQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 295 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Canaccord Genuity Australiacgf.comHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 264 contacts → |
“Canaccord Genuity is a leading Australian financial services firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Mutual Trust PTY LTDmutualtrust.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 218 contacts → |
“Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Bridges Financial Servicesbridges.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 181 contacts → |
“At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Invest Blueinvestblue.com.auHQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 178 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wilsons Advisorywilsonsadvisory.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 156 contacts → |
“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Evans & Partnerseandp.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 150 contacts → |
“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  COUNTcount.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 147 contacts → |
“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Koda Capitalkodacapital.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fiducian Financial Servicesfiducian.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 142 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Partners Wealth Grouppwg.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 124 contacts → |
“Helping you to navigate life's financial decisions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Infocusinfocus.com.auHQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 119 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Elstonelston.com.auHQ: Fortitude Valley, AustraliaReported employees: 51-200 | Fortitude Valley, Australia | 51-200 | Exact match | 106 contacts → |
“Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  PPTppt.com.auHQ: Ballarat, AustraliaReported employees: 11-50 | Ballarat, Australia | 11-50 | Exact match | 103 contacts → |
“PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  First Financialfirstfinancial.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 101 contacts → |
“Who is First Financial?” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Hillross Financial Serviceshillross.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 87 contacts → |
“WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Empower Wealthempowerwealth.com.auHQ: North Melbourne, AustraliaReported employees: 51-200 | North Melbourne, Australia | 51-200 | Exact match | 85 contacts → |
“Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  KOSECkosec.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 81 contacts → |
“KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Australian Executor Trustees Limitedaetlimited.com.au HQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 79 contacts → |
“Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,793 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth management firms: dataset insights
September 16, 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
1,783 records in the displayed employee bands.
10 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 1,793 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: September 16, 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 management firms by metro
Questions about this company list
What does Exact match mean for wealth management firms?
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 management firms did RevenueBase find based in Australia?
The saved snapshot records 1,793 matching company records, 19,070 tracked contacts and 10,210 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: September 16, 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 management firms by geography
- Wealth management firms based in Adelaide, Australia
- Wealth management firms based in Brisbane City, Australia
- Wealth management firms based in Brisbane, Australia
- Wealth management firms based in Melbourne, Australia
- Wealth management firms based in North Sydney, Australia
- Wealth management firms based in Perth, Australia
- Wealth management firms based in Sydney, Australia
- Wealth management firms based in Belo Horizonte, Brazil
- Wealth management firms based in Curitiba, Brazil
- Wealth management firms based in Porto Alegre, Brazil
- Wealth management firms based in Rio De Janeiro, Brazil
- Wealth management firms based in Sao Paulo, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealth management firms based in Australia. Snapshot: September 16, 2026. https://revenuebase.ai/companies/wealth-management-firms/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
- Wealth management firms based in Adelaide, Australia
- Wealth management firms based in Brisbane City, Australia
- Wealth management firms based in Brisbane, Australia
- Wealth management firms based in Melbourne, Australia
- Wealth management firms based in North Sydney, Australia
- Wealth management firms based in Perth, Australia
Company intelligence · public preview
Top 25 wealth management firms based in Australia
RevenueBase records 1,793 matching company records for wealth management firms based in Australia, with 19,070 tracked contacts and 10,210 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: September 16, 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 wealth management firms 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 | Findexfindex.com.au HQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,664 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Perpetual Limitedperpetual.com.au HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,261 contacts → |
“Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ORD Minnettords.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 556 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Shaw And Partners Financial Servicesshawandpartners.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 412 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Viridian Financial Groupviridianfinancialgroup.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 295 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Shadforth Financial Group LTDsfg.com.au HQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 295 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Canaccord Genuity Australiacgf.com HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 264 contacts → |
“Canaccord Genuity is a leading Australian financial services firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mutual Trust PTY LTDmutualtrust.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 218 contacts → |
“Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bridges Financial Servicesbridges.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 181 contacts → |
“At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Invest Blueinvestblue.com.au HQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 178 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wilsons Advisorywilsonsadvisory.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 156 contacts → |
“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Evans & Partnerseandp.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 150 contacts → |
“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | COUNTcount.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 147 contacts → |
“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Koda Capitalkodacapital.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fiducian Financial Servicesfiducian.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 142 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Partners Wealth Grouppwg.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 124 contacts → |
“Helping you to navigate life's financial decisions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Infocusinfocus.com.au HQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 119 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Elstonelston.com.au HQ: Fortitude Valley, AustraliaReported employees: 51-200 | Fortitude Valley, Australia | 51-200 | Exact match | 106 contacts → |
“Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | PPTppt.com.au HQ: Ballarat, AustraliaReported employees: 11-50 | Ballarat, Australia | 11-50 | Exact match | 103 contacts → |
“PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | First Financialfirstfinancial.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 101 contacts → |
“Who is First Financial?” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hillross Financial Serviceshillross.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 87 contacts → |
“WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Empower Wealthempowerwealth.com.au HQ: North Melbourne, AustraliaReported employees: 51-200 | North Melbourne, Australia | 51-200 | Exact match | 85 contacts → |
“Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | KOSECkosec.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 81 contacts → |
“KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Australian Executor Trustees Limitedaetlimited.com.au HQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 79 contacts → |
“Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,793 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth management firms: dataset insights
September 16, 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
1,783 records in the displayed employee bands.
10 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 1,793 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: September 16, 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 management firms by metro
Questions about this company list
What does Exact match mean for wealth management firms?
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 management firms did RevenueBase find based in Australia?
The saved snapshot records 1,793 matching company records, 19,070 tracked contacts and 10,210 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: September 16, 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 management firms by geography
- Wealth management firms based in Adelaide, Australia
- Wealth management firms based in Brisbane City, Australia
- Wealth management firms based in Brisbane, Australia
- Wealth management firms based in Melbourne, Australia
- Wealth management firms based in North Sydney, Australia
- Wealth management firms based in Perth, Australia
- Wealth management firms based in Sydney, Australia
- Wealth management firms based in Belo Horizonte, Brazil
- Wealth management firms based in Curitiba, Brazil
- Wealth management firms based in Porto Alegre, Brazil
- Wealth management firms based in Rio De Janeiro, Brazil
- Wealth management firms based in Sao Paulo, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealth management firms based in Australia. Snapshot: September 16, 2026. https://revenuebase.ai/companies/wealth-management-firms/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
- Wealth management firms based in Adelaide, Australia
- Wealth management firms based in Brisbane City, Australia
- Wealth management firms based in Brisbane, Australia
- Wealth management firms based in Melbourne, Australia
- Wealth management firms based in North Sydney, Australia
- Wealth management firms based in Perth, Australia