Company lists · Data refreshed September 2026

Top 25 Wealth management staffing based in Australia

RevenueBase identified 575 wealth management staffing headquartered in Australia as of September 2026 and tracks 7,502 professional contacts across them, including 4,401 with verified work emails. Sydney is the largest hub.

This list covers wealth management staffing 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 14, 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 14, 2026 86% judged on-target in blind review
575Companies
7,502Contacts tracked
4,401Verified emails
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The 25 largest wealth management staffing based in Australia

Ranked by team size
Top 25 of 575 wealth management staffing based in Australia, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 20261,001-5,0001,664 contacts →

Partial evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 14, 2026
2Strong evidenceSydney, AustraliaHQ checked Sep 14, 2026201-500556 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
3Strong evidenceSydney, AustraliaHQ checked Sep 14, 2026201-500412 contacts →

Strong evidence

“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 2026201-500264 contacts →

Indirect evidence

“Canaccord Genuity is a leading Australian financial services firm.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceSouthbank, AustraliaHQ checked Sep 14, 2026201-500169 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 14, 2026
6Indirect evidenceSydney, AustraliaHQ checked Sep 14, 202651-200156 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidenceSydney, AustraliaHQ checked Sep 14, 202651-200144 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 14, 2026
8Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202651-200124 contacts →

Indirect evidence

“Helping you to navigate life's financial decisions.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202651-200101 contacts →

Indirect evidence

“Who is First Financial?”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceSydney Cbd, AustraliaHQ checked Sep 14, 202611-5073 contacts →

Indirect evidence

“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceParramatta, AustraliaHQ checked Sep 14, 202651-20067 contacts →

Indirect evidence

“At CIB, we go beyond the numbers.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceBrisbane, AustraliaHQ checked Sep 14, 202651-20067 contacts →

Indirect evidence

“We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202651-20061 contacts →

Indirect evidence

“Your goals.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5060 contacts →

Indirect evidence

“Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5059 contacts →

Partial evidence

“Our experienced advisers know health, wealth and happiness is what most people want from life.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceMosman, AustraliaHQ checked Sep 14, 202651-20053 contacts →

Indirect evidence

“Minchin Moore’s reason for existing is to help successful people make sensible, well thought out decisions about their money.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceSydney, AustraliaHQ checked Sep 14, 202611-5051 contacts →

Partial evidence

“Alteris Financial Group provides financial advisory and management for individuals and families across generations.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceMelbourne Sydney, AustraliaHQ checked Sep 14, 202651-20050 contacts →

Strong evidence

“Escala Partners is the new standard in personalised wealth management.”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidenceBrisbane, AustraliaHQ checked Sep 14, 202651-20050 contacts →

Partial evidence

“At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceMont Albert, AustraliaHQ checked Sep 14, 202651-20047 contacts →

Indirect evidence

“Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.”

Source: RevenueBase Database · checked Sep 14, 2026
21Strong evidenceBrisbane City, AustraliaHQ checked Sep 14, 202651-20043 contacts →

Strong evidence

“VISIS Private Wealth is one of Australia’s leading privately owned and independent wealth management firms.”

Source: RevenueBase Database · checked Sep 14, 2026
22Strong evidenceSydney, AustraliaHQ checked Sep 14, 202611-5037 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 14, 2026
23Strong evidencePerth, AustraliaHQ checked Sep 14, 202611-5036 contacts →

Strong evidence

“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.”

Source: RevenueBase Database · checked Sep 14, 2026
24Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 202651-20036 contacts →

Partial evidence

“More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.”

Source: RevenueBase Database · checked Sep 14, 2026
25Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5033 contacts →

Strong evidence

“For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 575 wealth management staffing based in Australia

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Wealth management staffing based in Australia at a glance

As of Sep 14, 2026
58.7%Verified-email coverage
13.0Average contacts per company
1-10Median size (employees)
24.9%Largest-city concentration · Sydney
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
381
11-50
157
51-200
25
201-500
5
501-1,000
2
1,001-5,000
3

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 575 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 staffing, 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 staffing”. 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 staffing), 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 staffing, 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, 4,401 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 14, 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.

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 staffing, 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 staffing are there based in Australia?

RevenueBase identified 575 wealth management staffing 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 staffing?

Sydney leads with 143 headquartered companies, followed by Melbourne (79) and Brisbane (29).

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 4,401 verified decision-maker contacts tracked across these 575 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 14, 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.