Company lists · Data refreshed September 2026

Top 23 Fee-only financial advisors based in Brazil

Name: Fee-only financial advisors based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 62 companies tracked

RevenueBase identified 62 fee-only financial advisors headquartered in Brazil as of September 2026 and tracks 1,799 professional contacts across them, including 220 with verified work emails. Sao Paulo is the largest hub.

This list covers fee-only financial 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

62Companies

1,799Contacts tracked

220Verified emails

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The 23 largest fee-only financial advisors based in Brazil

Ranked by team size

Top 23 of 62 fee-only financial 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 fee-only financial 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 19, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 19, 2026
2	Petrópolis Invest	Indirect evidence	Petrópolis, BrazilHQ checked Sep 19, 2026	51-200	61 contacts →
	Indirect evidence “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Source: RevenueBase Database · checked Sep 19, 2026
3	Alocc Gestão Patrimonial	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 19, 2026	51-200	49 contacts →
	Indirect evidence “A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Source: RevenueBase Database · checked Sep 19, 2026
4	Investflow Investimentos	Indirect evidence	Curitiba, BrazilHQ checked Sep 19, 2026	51-200	41 contacts →
	Indirect evidence “Somos a InvestFlow Investimentos!” Source: RevenueBase Database · checked Sep 19, 2026
5	The Hill Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	11-50	40 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
6	AMG Capital Assessor DE Investimentos DO BTG Pactual	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	11-50	32 contacts →
	Indirect evidence “A AMG Capital é um Agente Autônomo de Investimentos, credenciado ao BTG Pactual, que conta hoje com R$ 1,4 bilhão sob assessoria, e 3.500 clientes.” Source: RevenueBase Database · checked Sep 19, 2026
7	Start Investimentos	Indirect evidence	Fortaleza, BrazilHQ checked Sep 19, 2026	11-50	30 contacts →
	Indirect evidence “A Start Investimentos nasceu no final de 2015 com o intuito de trazer para o mercado uma assessoria de investimentos realmente orientada ao cliente, focada em entregar resultados…” Source: RevenueBase Database · checked Sep 19, 2026
8	FMB Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence “Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Source: RevenueBase Database · checked Sep 19, 2026
9	WAY Investimentos	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “A WAY Assessores de Investimentos, fundada em 2008, é uma empresa de assessoria de investimentos, consolidada com mais de 1.900 clientes ativos e R$1,7 bilhões sob assessoria na…” Source: RevenueBase Database · checked Sep 19, 2026
10	Enso Gestão DE Patrimônio	Indirect evidence	Campinas, BrazilHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “Na tradição Zen Budista, ENSO é um símbolo de iluminação absoluta, força e elegância, que representa também o próprio universo.” Source: RevenueBase Database · checked Sep 19, 2026
11	Nortus Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “A Nortus Investimentos foi criada em março de 2020 por um grupo de profissionais com larga experiência no mercado financeiro.” Source: RevenueBase Database · checked Sep 19, 2026
12	Fincare Investimentos Safra Invest	Indirect evidence	Jundiaí, BrazilHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “Quais os principais diferenciais ao investir em um escritório de investimentos?” Source: RevenueBase Database · checked Sep 19, 2026
13	V10 Investimentos	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “A V10 Investimentos é uma consultoria financeira pessoal.” Source: RevenueBase Database · checked Sep 19, 2026
14	B2 Advisory	Partial evidence	São Paulo, BrazilHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…” Source: RevenueBase Database · checked Sep 19, 2026
15	FH Advisors	Partial evidence	Belo Horizonte, BrazilHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “A FH Advisors nasceu do desejo de transformar a forma como as pessoas lidam com suas finanças, por meio do serviço de planejamento financeiro e elaboração de carteiras e…” Source: RevenueBase Database · checked Sep 19, 2026
16	Attimo Finanças	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Source: RevenueBase Database · checked Sep 19, 2026
17	VG Portfólio	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “A VG Portfólio é uma empresa de planejamento financeiro que tem como missão ajudar seus clientes a realizarem seus sonhos, atuando no desenvolvimento e monitoramento de carteiras…” Source: RevenueBase Database · checked Sep 19, 2026
18	Braúna Planejamento Financeiro	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “Fundada em 2015, a Braúna Investimentos surgiu do sonho de profissionais com extensa experiência no mercado financeiro, visando criar uma empresa com serviço diferenciado quanto à…” Source: RevenueBase Database · checked Sep 19, 2026
19	Razões Para Investir	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Investir não é apenas fazer o dinheiro crescer.” Source: RevenueBase Database · checked Sep 19, 2026
20	Arve Wealth	Indirect evidence	Florianopolis, BrazilHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “A ARVE Wealth é uma Gestora de patrimônio independente, com sede em Santa Catarina.” Source: RevenueBase Database · checked Sep 19, 2026
21	Expresso Planejamento Financeiro	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Source: RevenueBase Database · checked Sep 19, 2026
22	KP Seguros & Planejamento	Indirect evidence	Santana De Parnaiba, BrazilHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “CRIAMOS PROPOSTAS DE VALOR PARA NOSSOS CLIENTES, COMPROMETENDO-NOS COM SUA TRANQUILIDADE.” Source: RevenueBase Database · checked Sep 19, 2026
23	Edelina Investe	Indirect evidence	Ananindeua, BrazilHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” Source: RevenueBase Database · checked Sep 19, 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: fee-only financial advisors. 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 fee-only financial advisors.
Partial evidence: Its own public description names part of fee-only financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fee-only financial advisors. 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 23 of 62 fee-only financial advisors based in Brazil

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Fee-only financial advisors based in Brazil at a glance

As of Sep 19, 2026

12.2%Verified-email coverage

29.0Average contacts per company

11-50Median size (employees)

30.6%Largest-city concentration · Sao Paulo

Sep 19, 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 worldwide rather than for Brazil, so it is reported there. Company counts and contact totals on this page are exact for Brazil, over 62 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 fee-only financial 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 “fee-only financial 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 fee-only financial 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 fee-only financial 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, 220 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.

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 fee-only financial 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 fee-only financial advisors are there based in Brazil?

RevenueBase identified 62 fee-only financial 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?

Blue3 Investimentos, headquartered in Ribeirao Preto, tops this list with the largest team on record.

Which city has the most fee-only financial advisors?

Sao Paulo leads with 19 headquartered companies, followed by Florianopolis (5) and Rio De Janeiro (5).

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 220 verified decision-maker contacts tracked across these 62 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.