Company lists · Data refreshed September 2026

Top 25 Wealth management firms based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 294 companies tracked

RevenueBase identified 294 wealth management firms headquartered in Sydney, Australia as of September 2026 and tracks 5,209 professional contacts across them, including 2,616 with verified work emails. Sydney is the largest hub.

This list covers wealth management firms headquartered in 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 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

294Companies

5,209Contacts tracked

2,616Verified emails

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The 25 largest wealth management firms based in Sydney, Australia

Ranked by team size

Top 25 of 294 wealth management firms based in Sydney, 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	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
11	Alteris Financial Group	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	51 contacts →
	Partial evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 16, 2026
12	Lipman Burgon & Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	37 contacts →
	Strong evidence “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Source: RevenueBase Database · checked Sep 16, 2026
13	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	32 contacts →
	Indirect evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 16, 2026
14	Enrizen Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	27 contacts →
	Indirect evidence “At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.” Source: RevenueBase Database · checked Sep 16, 2026
15	Private Wealth Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	26 contacts →
	Partial evidence “Private Wealth Partners is a privately owned financial planning practice based in Sydney.” Source: RevenueBase Database · checked Sep 16, 2026
16	Providence Wealth Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	24 contacts →
	Strong evidence “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Source: RevenueBase Database · checked Sep 16, 2026
17	Peak Investment Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	23 contacts →
	Partial evidence “Peak Investment Partners is a privately owned investment management firm based in Sydney, offering personalised investment services to wholesale investors.” Source: RevenueBase Database · checked Sep 16, 2026
18	QI Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	21 contacts →
	Partial evidence “Qi Wealth is a leading financial services company based in Sydney.” Source: RevenueBase Database · checked Sep 16, 2026
19	Scarlett Financial PTY LTD	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	21 contacts →
	Indirect evidence “Scarlett Financial is an innovative financial services group that was created to help people make smart investment decisions earlier so as they can experience financial security…” Source: RevenueBase Database · checked Sep 16, 2026
20	Private Multi Family Office	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	21 contacts →
	Partial evidence “Private Multi Family Office Preserving wealth.” Source: RevenueBase Database · checked Sep 16, 2026
21	Mintwell	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	20 contacts →
	Strong evidence “Mintwell is an Australian Wealth Management Firm.” Source: RevenueBase Database · checked Sep 16, 2026
22	Belay Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	20 contacts →
	Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 16, 2026
23	Peloton Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	19 contacts →
	Partial evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Source: RevenueBase Database · checked Sep 16, 2026
24	Quilla Consulting PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	19 contacts →
	Partial evidence “We partner with financial advice and private wealth firms to create bespoke, smarter investment solutions that deliver valuable outcomes for their clients and business.” Source: RevenueBase Database · checked Sep 16, 2026
25	Lorica Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	18 contacts →
	Indirect evidence “Lorica Partners is an independent advice firm seeking to find ever more thoughtful and effective ways to help our clients live their best life possible.” 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 294 wealth management firms based in Sydney, Australia

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Wealth management firms based in Sydney, Australia at a glance

As of Sep 16, 2026

50.2%Verified-email coverage

17.7Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

197

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 294 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 Sydney, 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 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, 2,616 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 in Australia

Wealth management firms in Sydney294
Wealth management firms in Melbourne179
Wealth management firms in Brisbane67
Wealth management firms in Perth42
Wealth management firms in Adelaide32
Wealth management firms in North Sydney32
Wealth management firms in Brisbane City26

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 Sydney, Australia?

RevenueBase identified 294 wealth management firms headquartered in 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?

Perpetual Limited, headquartered in Sydney, 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 2,616 verified decision-maker contacts tracked across these 294 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.