Top Investment Advisors in Perth, Australia - June 2026

Argonaut provides exceptional investment advice and corporate advisory services. Their deep understanding of the Australian market makes them a top choice for serious investors looking for bespoke portfolio management and strategic financial planning.

Euroz Hartleys offers comprehensive financial solutions with a focus on Western Australian industries. They are highly regarded for their rigorous research and commitment to delivering long-term value for their diversified client base.

Canaccord Genuity provides institutional-grade investment advice to private clients. Their global reach combined with a Perth-based support team offers unique cross-border opportunities for growth-oriented investors.

Patersons offers a stable and reliable platform for wealth accumulation. With a legacy of serving West Australian families, they provide conservative and balanced investment strategies that emphasize capital preservation.

Shaw and Partners is known for its highly active advisory style. They excel in creating custom portfolios that align with the specific risk profiles of high-net-worth individuals, providing transparency and performance tracking.

Ord Minnett offers a comprehensive range of investment services. Their Perth team is dedicated to providing high-touch wealth advice, leveraging decades of market experience to help clients navigate complex economic environments.

Bell Potter offers unparalleled access to Australian equity markets. Their Perth advisors provide strategic investment advice across shares, fixed income, and managed funds, making them a pillar of the local investment community.

Wealthwise focuses on individual financial planning and retirement strategies. They pride themselves on a personal approach, helping families and professionals build lasting wealth through disciplined, strategy-based investing.

Capital Partners utilizes an evidence-based approach to wealth management. By stripping away market noise and focusing on academic principles, they help clients achieve their long-term financial goals with minimal fuss.

Sentinel Wealth is a boutique advisory firm that treats your money with care. They provide holistic advice that covers everything from tax planning to sophisticated investment portfolio construction for private wealth clients.

Infocus provides accessible financial advice for a variety of life stages. They leverage a large national network to provide high-quality investment options to their Perth clients while maintaining a friendly, local feel.

Equitas Wealth emphasizes independence and fiduciary duty. Their investment strategy is focused on identifying high-quality assets and building resilient portfolios designed to withstand market volatility over time.

HLB Mann Judd offers a seamless combination of tax-efficient investment advice and financial planning. Ideal for business owners and high-net-worth families looking for a holistic approach to wealth management.

Planwest focuses on helping clients create certainty in uncertain times. They provide independent and unbiased financial advice, ensuring that all recommendations serve the client's best interests first and foremost.

Meridian Wealth provides tailored investment advisory services in the heart of Perth. Their focus is on understanding the long-term aspirations of their clients and developing strategies that grow and protect wealth accordingly.