Company lists · Data refreshed September 2026

Top 25 Wealth management firms based in Australia

Name: Wealth management firms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 1,793 companies tracked

RevenueBase identified 1,793 wealth management firms headquartered in 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 wealth management firms headquartered in 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 16, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

1,793Companies

19,070Contacts tracked

10,210Verified emails

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The 25 largest wealth management firms based in Australia

Ranked by team size

Top 25 of 1,793 wealth management firms based in Australia, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Findex	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1,001-5,000	1,664 contacts →
	Partial evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 16, 2026
2	Perpetual Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1,001-5,000	1,261 contacts →
	Indirect evidence “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Source: RevenueBase Database · checked Sep 16, 2026
3	ORD Minnett	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	201-500	556 contacts →
	Strong evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 16, 2026
4	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	201-500	412 contacts →
	Strong evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 16, 2026
5	Viridian Financial Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	201-500	295 contacts →
	Indirect evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 16, 2026
6	Shadforth Financial Group LTD	Strong evidence	North Sydney, AustraliaHQ checked Sep 16, 2026	201-500	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 16, 2026
7	Canaccord Genuity Australia	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	201-500	264 contacts →
	Indirect evidence “Canaccord Genuity is a leading Australian financial services firm.” Source: RevenueBase Database · checked Sep 16, 2026
8	Mutual Trust PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	51-200	218 contacts →
	Partial evidence “Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Source: RevenueBase Database · checked Sep 16, 2026
9	Bridges Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	181 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
10	Invest Blue	Indirect evidence	Armidale, AustraliaHQ checked Sep 16, 2026	201-500	178 contacts →
	Indirect evidence “Welcome to Australia's trusted home of great advice.” Source: RevenueBase Database · checked Sep 16, 2026
11	Prime Financial Group	Partial evidence	Southbank, AustraliaHQ checked Sep 16, 2026	201-500	169 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
12	Wilsons Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	156 contacts →
	Indirect evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 16, 2026
13	Evans & Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	51-200	150 contacts →
	Partial evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 16, 2026
14	COUNT	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	147 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
15	Koda Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	144 contacts →
	Strong evidence “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Source: RevenueBase Database · checked Sep 16, 2026
16	Fiducian Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	142 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
17	Partners Wealth Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	51-200	124 contacts →
	Indirect evidence “Helping you to navigate life's financial decisions.” Source: RevenueBase Database · checked Sep 16, 2026
18	Infocus	Indirect evidence	Maroochydore, AustraliaHQ checked Sep 16, 2026	201-500	119 contacts →
	Indirect evidence “Infocus is in the business, of the business of financial advice.” Source: RevenueBase Database · checked Sep 16, 2026
19	Elston	Indirect evidence	Fortitude Valley, AustraliaHQ checked Sep 16, 2026	51-200	106 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
20	PPT	Indirect evidence	Ballarat, AustraliaHQ checked Sep 16, 2026	11-50	103 contacts →
	Indirect evidence “PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Source: RevenueBase Database · checked Sep 16, 2026
21	First Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	51-200	101 contacts →
	Indirect evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 16, 2026
22	Hillross Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	201-500	87 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
23	Empower Wealth	Partial evidence	North Melbourne, AustraliaHQ checked Sep 16, 2026	51-200	85 contacts →
	Partial evidence “Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Source: RevenueBase Database · checked Sep 16, 2026
24	KOSEC	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	81 contacts →
	Indirect evidence “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Source: RevenueBase Database · checked Sep 16, 2026
25	Australian Executor Trustees Limited	Indirect evidence	Adelaide, AustraliaHQ checked Sep 16, 2026	201-500	79 contacts →
	Indirect evidence “Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Source: RevenueBase Database · checked Sep 16, 2026

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 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 firms.
Partial evidence: Its own public description names part of wealth management 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 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 1,793 wealth management firms based in Australia

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Wealth management firms based in Australia at a glance

As of Sep 16, 2026

53.5%Verified-email coverage

10.6Average contacts per company

1-10Median size (employees)

16.4%Largest-city concentration · Sydney

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

1,238

11-50

460

51-200

201-500

501-1,000

1,001-5,000

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

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 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 Australia whose own description of what they do matches “wealth management 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 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 firms, and records with no verified work email. Companies headquartered outside Australia 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, 10,210 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 16, 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 firms by metro

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 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 firms are there based in Australia?

RevenueBase identified 1,793 wealth management firms headquartered in 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?

Findex, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most wealth management firms?

Sydney leads with 294 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 10,210 verified decision-maker contacts tracked across these 1,793 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 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.