Determining the top distributors
The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June. The number of planners in dealer groups associated with a particular parent group are consolidated to determine the Top 50 Distributors by total number of advisers.
For the purpose of this report, parent groups have been considered as those with a stake in excess of 20 per cent. While Money Management recognises this stake may not be a controlling interest, the report seeks to classify groups by those parent groups who hold a dealer group interest.
The original information for this table was supplied by dealer groups to Dexx&r and then updated by Money Management for use in this format.
Groups that did not disclose their ownership in the original data and that were therefore excluded from the Top 50 table were: Australian Finance Group Financial Planning, Integrity Financial Planners, Elm Financial Services, Financial Planning Services (Australia), Financial Planning & Life, Transocean Financial Services, Financial Technology Securities, Ellfield Financial Group, AFS Accountants Financial Services, AW Financial, PKF Financial Services, MoneyLink Financial Planning, QPlan Financial Services, BDO Kendalls Financial Planning, and Vicwide Financial Services.
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.