Company lists · Data refreshed September 2026

Top 16 Wealth management staffing based in Brisbane, Australia

RevenueBase identified 29 wealth management staffing headquartered in Brisbane, Australia as of September 2026 and tracks 220 professional contacts across them, including 119 with verified work emails. Sydney is the largest hub.

This list covers wealth management staffing headquartered in Brisbane, 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
29Companies
220Contacts tracked
119Verified emails
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The 16 largest wealth management staffing based in Brisbane, Australia

Ranked by team size
Top 16 of 29 wealth management staffing based in Brisbane, 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
1Indirect 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
2Partial 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
3Partial evidenceBrisbane, AustraliaHQ checked Sep 14, 202611-5012 contacts →

Partial evidence

“Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-1010 contacts →

Strong evidence

“We deliver personalised wealth management advice to professionals, executives, business owners (current and those who have sold up) and family groups with wealth who have a desire…”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-107 contacts →

Partial evidence

“We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.”

Source: RevenueBase Database · checked Sep 14, 2026
6Strong evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-107 contacts →

Strong evidence

“EGU offers wealth management, business advisory, and accounting and taxation services to business owners and individuals across Australia.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“At CFL Financial Planning we pride ourselves on being 'cutting edge','forward thinking' and delivering a 'service oriented' solution to Successful and Motivated business owners &…”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“Marin Wealth is a Brisbane-based financial advice firm helping high-income professionals, business owners, and pre-retirees build wealth that outlasts them.”

Source: RevenueBase Database · checked Sep 14, 2026
9Strong evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-103 contacts →

Strong evidence

“Horizon Wealth Advisory is a boutique wealth management firm dedicated to offering a suite of financial services to help you get your finances under control.”

Source: RevenueBase Database · checked Sep 14, 2026
10Strong evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-103 contacts →

Strong evidence

“Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We are not your average accountants.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Jenner Recruitment is a boutique Queensland owned Financial Services recruitment consultancy, providing specialist recruitment services to the Financial Planning and Wealth…”

Source: RevenueBase Database · checked Sep 14, 2026
13Strong evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Castle Hall Partners is an independent investment wealth advisory firm founded by investment professionals with extensive experience in the development and management of…”

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“iPro Wealth's skilled and friendly team can help you bridge the gap from surviving too thriving in retirement.”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“Life Assets is a Financial Planning and Wealth Management Company.”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“AIP WEALTH MANAGEMENT specialises in wealth Advice, Investment and Protection.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 16 of 29 wealth management staffing based in Brisbane, Australia

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Wealth management staffing based in Brisbane, Australia at a glance

As of Sep 14, 2026
54.1%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
493.1%Largest-city concentration · Sydney
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
2
51-200
3

Email recency for this list is measured across the whole Australia list rather than for Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 29 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 Brisbane, 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 Brisbane 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, 119 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.

Wealth management staffing by metro in Australia

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 Brisbane, Australia?

RevenueBase identified 29 wealth management staffing headquartered in Brisbane, 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?

MGD Wealth, headquartered in Brisbane, 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 119 verified decision-maker contacts tracked across these 29 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.