Company lists · Data refreshed September 2026

Top 25 Wealth management staffing agencies based in Sydney, Australia

RevenueBase identified 151 company matches for wealth management staffing agencies associated with Sydney, Australia as of September 2026 and tracks 2,524 professional contacts across them, including 1,306 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers company matches for wealth management staffing agencies associated with Sydney, 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 29, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built
151Companies
2,524Contacts tracked
1,306Verified emails
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The 25 largest wealth management staffing agencies based in Sydney, Australia

Ranked by team size
Top 25 of 151 company matches for wealth management staffing agencies based in Sydney, Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Sep 29, 2026201-500556 contacts →

Exact match

“Ord Minnett is an Australian owned wealth management and investment services firm.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Sep 29, 2026201-500412 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 29, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Sep 29, 2026n/a158 contacts →

Exact match

“Employ approaches recruitment differently.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Sep 29, 202651-200156 contacts →

Exact match

“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Sep 29, 202651-200144 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 29, 2026 · View company records in RevenueBase
6Exact matchSydney, AustraliaHQ recorded Sep 29, 202651-20058 contacts →

Exact match

“Profusion is Australia’s leading provider of recruitment services to the Financial Services sector.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5037 contacts →

Exact match

“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5026 contacts →

Exact match

“Founded in 2010, Keegan Adams Recruitment is a boutique agency specialising in financial services and corporate sectors.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5024 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5023 contacts →

Exact match

“Lloyd Harrington Australia is a leading recruitment company proudly putting people at the heart of our business.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5021 contacts →

Exact match

“Qi Wealth is a leading financial services company based in Sydney.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5020 contacts →

Exact match

“The path ahead is not made of straight lines.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5019 contacts →

Exact match

“Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5019 contacts →

Exact match

“At Black Diamondz Group we leverage our decades of experience, outstanding track record and bring ease and comfort to our private clients throughout the purchasing process.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5018 contacts →

Exact match

“Anton Murray Consulting is a specialist recruitment consulting firm focused on providing high calibre Banking professionals to clients within the Investment Banking, Funds…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchSydney, AustraliaHQ recorded Sep 29, 20261-1018 contacts →

Exact match

“SB Recruitment is a company that provides a high quality recruitment service to both clients and candidates within the Accounts, Banking & Finance and Customer…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5017 contacts →

Exact match

“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchSydney, AustraliaHQ recorded Sep 29, 20261-1015 contacts →

Exact match

“Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5014 contacts →

Exact match

“At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5013 contacts →

Exact match

“At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5013 contacts →

Exact match

“Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchSydney, AustraliaHQ recorded Sep 29, 20261-1012 contacts →

Exact match

“We are a financial planning firm based in Sydney that provides advice to create and protect wealth.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5011 contacts →

Exact match

“Our purpose at Velaris Private Wealth is to understand what matters most and structure our advice to match.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5011 contacts →

Exact match

“What do you look for when considering engaging someone in the Financial Services Industry?”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchSydney, AustraliaHQ recorded Sep 29, 20261-1010 contacts →

Exact match

“B&K Consulting is a Sydney based wealth management recruitment firm.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 151 wealth management staffing agencies based in Sydney, Australia

See the full list, filter by size, metro and specialty, and access 1,306 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management staffing agencies based in Sydney, Australia at a glance

As of Sep 29, 2026
51.7%Verified-email coverage
16.7Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
98
11-50
40
51-200
7
201-500
3
501-1,000
2

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 151 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 Sydney, Australia whose business descriptions match “wealth management staffing agencies” 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 1,306 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 29, 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 staffing agencies by metro in Australia

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 staffing agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management staffing agencies are there based in Sydney, Australia?

RevenueBase identified 151 company matches for wealth management staffing agencies associated with Sydney, 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?

ORD Minnett tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Australia has the most wealth management staffing agencies?

Sydney leads Australia with 151 company records, followed by Melbourne (85) and Brisbane (28).

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 1,306 professional contacts with verified work emails tracked across these 151 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 29, 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 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.