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XP ADVISORY US, INC.

MIAMI, FL · CRD 173779 · IAPD ↗ · 786-725-5983

$792.3MRegulatory AUM
27Advisory reps
34Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — XP ADVISORY US, INC. reported RAUM down 49% ($1.56B -> $792.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
75
April 2024 — XP ADVISORY US, INC. grew from 21 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.