Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Brazil

RevenueBase identified 197 401k plan advisors headquartered in Brazil as of September 2026 and tracks 2,986 professional contacts across them, including 709 with verified work emails. Sao Paulo is the largest hub.

This list covers 401k plan advisors headquartered in Brazil, 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 19, 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 19, 2026 86% judged on-target in blind review
197Companies
2,986Contacts tracked
709Verified emails
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The 25 largest 401k plan advisors based in Brazil

Ranked by team size
Top 25 of 197 401k plan advisors based in Brazil, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: 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 evidenceSão Paulo, BrazilHQ checked Sep 19, 2026201-500267 contacts →

Indirect evidence

“Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceCampinas, BrazilHQ checked Sep 19, 2026201-500265 contacts →

Indirect evidence

“Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202651-200167 contacts →

Indirect evidence

“A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20090 contacts →

Indirect evidence

“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceSao Bernardo Do Campo, BrazilHQ checked Sep 19, 202651-20080 contacts →

Indirect evidence

“Em 2017, tivemos uma ideia.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceAnápolis, BrazilHQ checked Sep 19, 202651-20077 contacts →

Indirect evidence

“Na Kaza Capital, transformamos estratégia em resultados.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20048 contacts →

Indirect evidence

“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceBelo Horizonte, BrazilHQ checked Sep 19, 202611-5046 contacts →

Partial evidence

“Imeri was born to be a financial advisory firm that is guided not only by numbers and data.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceBelém, BrazilHQ checked Sep 19, 202651-20043 contacts →

Indirect evidence

“Melhor escritório XP do Brasil”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20041 contacts →

Indirect evidence

“Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceCuritiba, BrazilHQ checked Sep 19, 202651-20041 contacts →

Indirect evidence

“Somos a InvestFlow Investimentos!”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5040 contacts →

Indirect evidence

“A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceUberlândia, BrazilHQ checked Sep 19, 202611-5031 contacts →

Indirect evidence

“A Minas Capital é um escritório de AAI credenciado a XP Investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidencePorto Alegre, BrazilHQ checked Sep 19, 202611-5030 contacts →

Indirect evidence

“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5029 contacts →

Indirect evidence

“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceSão Caetano Do Sul, BrazilHQ checked Sep 19, 202611-5027 contacts →

Indirect evidence

“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceIpatinga, BrazilHQ checked Sep 19, 202651-20026 contacts →

Indirect evidence

“Somos um dos primeiros escritórios credenciados XP Investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceRecife, BrazilHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 20261-1025 contacts →

Indirect evidence

“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5023 contacts →

Indirect evidence

“Escolher a Qoros é optar por uma assessoria financeira que coloca seu sucesso em primeiro lugar.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceVitória, BrazilHQ checked Sep 19, 202611-5023 contacts →

Indirect evidence

“Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceNovo Hamburgo, BrazilHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Somos a Valle Investimentos, escritório credenciado a XP Investimentos com mais de R$1,5 bilhão assessorados.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202651-20020 contacts →

Indirect evidence

“Atuando no mercado financeiro desde 2005, no Guia da Bolsa temos como objetivo prestar o melhor serviço de assessoria de investimentos para nossos clientes, auxiliando-os em seus…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Nascemos do desejo de fazer a diferença no mercado financeiro.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 197 401k plan advisors based in Brazil

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401k plan advisors based in Brazil at a glance

As of Sep 19, 2026
23.7%Verified-email coverage
15.2Average contacts per company
1-10Median size (employees)
29.9%Largest-city concentration · Sao Paulo
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
122
11-50
53
51-200
18
201-500
3
501-1,000
1

Email recency for this list is measured worldwide rather than for Brazil, so it is reported there. Company counts and contact totals on this page are exact for Brazil, over 197 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 401k plan advisors, 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 Brazil whose own description of what they do matches “401k plan advisors”. 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 401k plan advisors), 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 401k plan advisors, and records with no verified work email. Companies headquartered outside Brazil 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, 709 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 19, 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.

401k plan advisors by metro

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 401k plan advisors, 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 401k plan advisors are there based in Brazil?

RevenueBase identified 197 401k plan advisors headquartered in Brazil 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?

Alta Vista Investimentos, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

Sao Paulo leads with 59 headquartered companies, followed by Rio De Janeiro (16) and Belo Horizonte (9).

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 709 verified decision-maker contacts tracked across these 197 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 19, 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.