Company lists · Data refreshed September 2026
Top 23 Fee-only financial advisors based in Brazil
RevenueBase identified 62 company matches for fee-only financial advisors associated with 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 company matches for fee-only financial advisors associated with Brazil, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 23 largest fee-only financial advisors based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 591 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 61 contacts → | ||||
Exact match “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 49 contacts → | ||||
Exact match “A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 41 contacts → | ||||
Exact match “Somos a InvestFlow Investimentos!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 40 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 32 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 30 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 25 contacts → | ||||
Exact match “Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Na tradição Zen Budista, ENSO é um símbolo de iluminação absoluta, força e elegância, que representa também o próprio universo.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “A Nortus Investimentos foi criada em março de 2020 por um grupo de profissionais com larga experiência no mercado financeiro.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “Quais os principais diferenciais ao investir em um escritório de investimentos?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “A V10 Investimentos é uma consultoria financeira pessoal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Investir não é apenas fazer o dinheiro crescer.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “A ARVE Wealth é uma Gestora de patrimônio independente, com sede em Santa Catarina.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “CRIAMOS PROPOSTAS DE VALOR PARA NOSSOS CLIENTES, COMPROMETENDO-NOS COM SUA TRANQUILIDADE.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “fee-only financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
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 20, 2026Companies by employee count
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Brazil whose business descriptions match “fee-only financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 220 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fee-only financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fee-only financial advisors are there based in Brazil?
RevenueBase identified 62 company matches for fee-only financial advisors associated with Brazil as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Blue3 Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fee-only financial advisors?
Sao Paulo leads with 19 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 220 professional contacts with verified work emails tracked across these 62 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 SmartSearch, 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.
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- Fee-only financial advisors based in Atlanta, United States
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Company intelligence · public preview
Top 23 fee-only financial advisors based in Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 62 matching company records for fee-only financial advisors based in Brazil, with 1,799 tracked contacts and 220 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 fee-only financial advisors based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Petrópolis Investpetropolisinvestimentos.com.brHQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 61 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Alocc Gestão Patrimonialalocc.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 49 contacts → |
“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Investflow Investimentosinvestflow.com.brHQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 41 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  The Hill Capitalthehill.capitalHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 40 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  AMG Capital Assessor DE Investimentos DO BTG Pactualamgcapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 32 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Start Investimentosstartaai.com.brHQ: Fortaleza, BrazilReported employees: 11-50 | Fortaleza, Brazil | 11-50 | Exact match | 30 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  FMB Investimentosfmbinvest.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  WAY Investimentoswayinvestimentos.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Enso Gestão DE Patrimônioensogp.com.br HQ: Campinas, BrazilReported employees: 11-50 | Campinas, Brazil | 11-50 | Exact match | 16 contacts → |
“Na tradição Zen Budista, ENSO é um símbolo de iluminação absoluta, força e elegância, que representa também o próprio universo.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Nortus Investimentosnortusinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“A Nortus Investimentos foi criada em março de 2020 por um grupo de profissionais com larga experiência no mercado financeiro.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fincare Investimentos Safra Investfincareinvestimentos.com.br HQ: Jundiaí, BrazilReported employees: 11-50 | Jundiaí, Brazil | 11-50 | Exact match | 15 contacts → |
“Quais os principais diferenciais ao investir em um escritório de investimentos?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  V10 Investimentosv10investimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 14 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | B2 Advisoryb2advisory.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 11 contacts → |
“A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  FH Advisorsfhadvisors.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Attimo Finançasattimofamilyoffice.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | VG Portfóliowmrcapital.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Braúna Planejamento Financeirobraunaplanejamento.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Razões Para Investirrazoesparainvestir.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“Investir não é apenas fazer o dinheiro crescer.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Arve Wealtharvewealth.com.br HQ: Florianopolis, BrazilReported employees: 1-10 | Florianopolis, Brazil | 1-10 | Exact match | 2 contacts → |
“A ARVE Wealth é uma Gestora de patrimônio independente, com sede em Santa Catarina.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Expresso Planejamento Financeiroexpressoplanejamento.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 1 contacts → |
“A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | KP Seguros & Planejamentokpseguros.com.br HQ: Santana De Parnaiba, BrazilReported employees: 1-10 | Santana De Parnaiba, Brazil | 1-10 | Exact match | 1 contacts → |
“CRIAMOS PROPOSTAS DE VALOR PARA NOSSOS CLIENTES, COMPROMETENDO-NOS COM SUA TRANQUILIDADE.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Edelina Investeedelinainveste.com.br HQ: Ananindeua, BrazilReported employees: 1-10 | Ananindeua, Brazil | 1-10 | Exact match | 1 contacts → |
“Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 62 company matches
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Fee-only financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
62 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for fee-only financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-only financial advisors did RevenueBase find based in Brazil?
The saved snapshot records 62 matching company records, 1,799 tracked contacts and 220 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 23 fee-only financial advisors based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fee-only-financial-advisors/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Top 23 fee-only financial advisors based in Brazil
RevenueBase records 62 matching company records for fee-only financial advisors based in Brazil, with 1,799 tracked contacts and 220 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 fee-only financial advisors based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Petrópolis Investpetropolisinvestimentos.com.br HQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 61 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Alocc Gestão Patrimonialalocc.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 49 contacts → |
“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Investflow Investimentosinvestflow.com.br HQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 41 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Hill Capitalthehill.capital HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 40 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | AMG Capital Assessor DE Investimentos DO BTG Pactualamgcapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 32 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Start Investimentosstartaai.com.br HQ: Fortaleza, BrazilReported employees: 11-50 | Fortaleza, Brazil | 11-50 | Exact match | 30 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | FMB Investimentosfmbinvest.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | WAY Investimentoswayinvestimentos.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Enso Gestão DE Patrimônioensogp.com.br HQ: Campinas, BrazilReported employees: 11-50 | Campinas, Brazil | 11-50 | Exact match | 16 contacts → |
“Na tradição Zen Budista, ENSO é um símbolo de iluminação absoluta, força e elegância, que representa também o próprio universo.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Nortus Investimentosnortusinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“A Nortus Investimentos foi criada em março de 2020 por um grupo de profissionais com larga experiência no mercado financeiro.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fincare Investimentos Safra Investfincareinvestimentos.com.br HQ: Jundiaí, BrazilReported employees: 11-50 | Jundiaí, Brazil | 11-50 | Exact match | 15 contacts → |
“Quais os principais diferenciais ao investir em um escritório de investimentos?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | V10 Investimentosv10investimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 14 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | B2 Advisoryb2advisory.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 11 contacts → |
“A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | FH Advisorsfhadvisors.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Attimo Finançasattimofamilyoffice.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | VG Portfóliowmrcapital.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Braúna Planejamento Financeirobraunaplanejamento.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Razões Para Investirrazoesparainvestir.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“Investir não é apenas fazer o dinheiro crescer.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Arve Wealtharvewealth.com.br HQ: Florianopolis, BrazilReported employees: 1-10 | Florianopolis, Brazil | 1-10 | Exact match | 2 contacts → |
“A ARVE Wealth é uma Gestora de patrimônio independente, com sede em Santa Catarina.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Expresso Planejamento Financeiroexpressoplanejamento.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 1 contacts → |
“A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | KP Seguros & Planejamentokpseguros.com.br HQ: Santana De Parnaiba, BrazilReported employees: 1-10 | Santana De Parnaiba, Brazil | 1-10 | Exact match | 1 contacts → |
“CRIAMOS PROPOSTAS DE VALOR PARA NOSSOS CLIENTES, COMPROMETENDO-NOS COM SUA TRANQUILIDADE.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Edelina Investeedelinainveste.com.br HQ: Ananindeua, BrazilReported employees: 1-10 | Ananindeua, Brazil | 1-10 | Exact match | 1 contacts → |
“Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 62 company matches
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Fee-only financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
62 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for fee-only financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-only financial advisors did RevenueBase find based in Brazil?
The saved snapshot records 62 matching company records, 1,799 tracked contacts and 220 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 23 fee-only financial advisors based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fee-only-financial-advisors/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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