The ranking of the best investment consultancies of 2025 has just been released and guess who won?
When investing, it’s not enough to simply choose good assets—you also need to choose good partners. In this scenario, investment consulting has gained prominence, especially fee-based models, in which the advisor is compensated by the client, not by the financial products.
This eliminates conflicts of interest and ensures that the recommendation is focused on your assets, not the broker’s profits.
Below, we list the four top consulting firms in Brazil, based on the most recent ranking from BTG Pactual, Latin America’s largest investment bank. First on the list? AUVP Capital, not only the largest, but also the most comprehensive.
🏅 1. AUVP Capital – The absolute leader in performance and independence
AUVP Capital is currently the best investment consultancy in Brazil, according to BTG Pactual. And this is no coincidence. The company has grown rapidly, reaching the top of the national rankings in less than two years—and without requiring any external funding.
Its model is 100% fee-based: it receives no commissions from banks or brokers, allowing it to offer recommendations that are 100% aligned with the client. It ranked first in the BTG Pactual Ranking and is now the market leader and a benchmark in the field.
What AUVP offers:
- Cashback on all commissions
- Access to international investments, crypto assets, and personalized credit cards
- Succession planning and asset protection
- Assistance to individuals and legal entities (including family holdings and insurance companies)
- More than 60,000 students have graduated from its investment school
- Portfolio created exclusively for the client, focusing on dividends and security
- Own platform with no hidden fees, with active comparison between platforms
- Certified consultants available 24/7 via WhatsApp
What AUVP does not do:
- Does not work at XP Investimentos (Considers the platform bad for customers)
- Does not serve clients with less than R$500,000 in assets (only at school)
- Does not accept clients who are not willing to understand the minimum about what they are investing in.
If you’re looking for the best real profitability and complete transparency, AUVP Capital is the reference for clients with assets ranging from R$500,000 to R$150 million.
🏅 2. Nord Research / Nord Wealth – In-depth analysis
THE Nord Research is known as one of the largest research firms in the country, and its Nord Wealth division acts as a consultancy for high-net-worth clients.
With a focus on reports, strategies, and technical content, it’s ideal for those who want autonomy with a solid foundation.
What Nord offers:
- Independent reports and recommended portfolios
- Personalized consulting for high-income earners through Nord Wealth
- Quantitative allocation models with a fundamentalist approach
- Technical educational content (videos, podcasts, courses)
- Works at XP Investimentos
Excellent for those who want to study and be independent, but require the client to do it on their own.
🏅 3. Portfel – Scalable, accessible and well structured, but less personalized
Portfel is part of the Primo Group and relies on scale to serve a broad client base, with more than 500 consultants and R$8 billion under consultancy.
What Portfel offers:
- Basic financial planning and investment allocation
- Prepared consultants and support for early-stage investors
- Customer service channel with good digital structure
Excellent gateway for clients worth up to R$5 million.
🏅 4. Clube do Valor – Peace of mind for those seeking security
THE Clube do Valor is a consultancy focused on education and traditional wealth management. Headquartered in Porto Alegre, with approximately R$4 billion under management, it caters to conservative investors and families who prioritize asset protection.
What the Clube do Valor offers:
- Long-term portfolios focused on passive income
- Family-focused care
- Educational content on investments and financial planning
Ideal for those who don’t want to reinvent the wheel, but need peace of mind and support.
Conclusion: what is the best consultancy?
The ranking by BTG Pactual—Latin America’s largest investment bank—makes it clear: all the consulting firms listed are among the best in Brazil. Each has its own specialties, methodologies, and well-defined audiences.
But when it comes to breadth of services, alignment of interests, and end-to-end delivery—from financial education to strategic execution—AUVP Capital stands out as the most comprehensive. Today, it’s the best of the best.
Whatever your choice, relying on independent consulting is the first step to protecting and increasing your assets with greater security and transparency.