Company lists · Data refreshed September 2026

Top 25 Wealth management staffing based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 143 companies tracked

RevenueBase identified 143 wealth management staffing headquartered in Sydney, Australia as of September 2026 and tracks 2,275 professional contacts across them, including 1,263 with verified work emails. Sydney is the largest hub.

This list covers wealth management staffing 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 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

143Companies

2,275Contacts tracked

1,263Verified emails

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The 25 largest wealth management staffing based in Sydney, Australia

Ranked by team size

Top 25 of 143 wealth management staffing based in Sydney, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	ORD Minnett	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	201-500	556 contacts →
	Strong evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 14, 2026
2	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
3	Wilsons Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
4	Koda Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
5	Alteris Financial Group	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
6	Lipman Burgon & Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
7	Providence Wealth Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
8	QI Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	21 contacts →
	Partial evidence “Qi Wealth is a leading financial services company based in Sydney.” Source: RevenueBase Database · checked Sep 14, 2026
9	Mintwell	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	20 contacts →
	Strong evidence “Mintwell is an Australian Wealth Management Firm.” Source: RevenueBase Database · checked Sep 14, 2026
10	Belay Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	20 contacts →
	Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 14, 2026
11	Peloton Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
12	Quilla Consulting PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
13	Integral Private Wealth	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	17 contacts →
	Strong evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 14, 2026
14	Woodbury Private	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	14 contacts →
	Partial evidence “At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Source: RevenueBase Database · checked Sep 14, 2026
15	Tamim Asset Management	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	14 contacts →
	Partial evidence “Wealth Manager offering investment solutions in Equities, Property and Credit Solutions.” Source: RevenueBase Database · checked Sep 14, 2026
16	Ryker Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	13 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
17	Mavin Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	13 contacts →
	Strong evidence “Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Source: RevenueBase Database · checked Sep 14, 2026
18	Richlink Capital Group	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	51-200	13 contacts →
	Partial evidence “Richlink Capital Group is a boutique global Investment Management group focusing on a number of specialist areas including Assets Management, Investment Banking and Advisory, and…” Source: RevenueBase Database · checked Sep 14, 2026
19	Sherlock Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	12 contacts →
	Partial evidence “We are a financial planning firm based in Sydney that provides advice to create and protect wealth.” Source: RevenueBase Database · checked Sep 14, 2026
20	Velaris Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	11 contacts →
	Partial evidence “Our purpose at Velaris Private Wealth is to understand what matters most and structure our advice to match.” Source: RevenueBase Database · checked Sep 14, 2026
21	B&k Consulting PTY Limited	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	10 contacts →
	Strong evidence “B&K Consulting is a Sydney based wealth management recruitment firm.” Source: RevenueBase Database · checked Sep 14, 2026
22	Cardena Private Wealth	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	9 contacts →
	Strong evidence “Cardena Private Wealth is an independently owned, fee-for-service wealth management and advisory firm based in Sydney’s Martin Place.” Source: RevenueBase Database · checked Sep 14, 2026
23	Family Wealth Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	9 contacts →
	Partial evidence “Family Wealth Advisory was founded by Michael Bova who's vision was to create a financial planning firm providing specialised advice to Family Business Owners, High Net Worth…” Source: RevenueBase Database · checked Sep 14, 2026
24	Renaissance Wealth Advisors	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	9 contacts →
	Strong evidence “Renaissance Wealth Advisors is a boutique Wealth Management Firm and Financial Planning.” Source: RevenueBase Database · checked Sep 14, 2026
25	Firstunity Wealth Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	8 contacts →
	Indirect evidence “Firstunity With decades of experience in advice, we are trusted to manage the finances of successful individuals and families.” Source: RevenueBase Database · checked Sep 14, 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 staffing. 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 staffing.
Partial evidence: Its own public description names part of wealth management staffing, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management staffing. 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 143 wealth management staffing based in Sydney, Australia

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Wealth management staffing based in Sydney, Australia at a glance

As of Sep 14, 2026

55.5%Verified-email coverage

15.9Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 143 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 Sydney, 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 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, 1,263 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

Wealth management staffing in Sydney143
Wealth management staffing in Melbourne79
Wealth management staffing in Brisbane29

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 Sydney, Australia?

RevenueBase identified 143 wealth management staffing 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?

ORD Minnett, headquartered in Sydney, 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 1,263 verified decision-maker contacts tracked across these 143 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.