PR · 177 advisers
Financial Advisors in PR
Falists is the most comprehensive public directory of financial advisors in PR — 177 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
177
With website
96
Largest AUM
$40.94B
Financial planning
25
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in PR
Ranked by AUM and profile completeness · Data from SEC IAPD
MAWER INVESTMENT MANAGEMENT LTD.
Calgary, Alberta, PR
AUM
$40.94B
Team
87 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
403-262-4673
CATALYST CAPITAL ADVISORS LLC
San Juan, PR
AUM
$10.30B
Team
8 advisors
Clients
0
Fees
Percentage of AUM
6467578387
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
San Juan, PR
AUM
$4.44B
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-673-0400
POPULAR ASSET MANAGEMENT
San Juan, PR
AUM
$3.71B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
787-754-4488
POPULAR SECURITIES, LLC
Hato Rey, PR
AUM
$2.62B
Team
45 advisors
Clients
51-100
Fees
Percentage of AUM; 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES
787-758-7400
RATIONAL ADVISORS, INC.
San Juan, PR
AUM
$2.56B
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6467578387
SWAN GLOBAL MANAGEMENT
Humacao, PR
AUM
$2.39B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
970-382-9055
TROLUCE CAPITAL ADVISORS LLC
Dorado, PR
AUM
$2.24B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-347-8801
EURO PACIFIC ASSET MANAGEMENT, LLC
Dorado, PR
AUM
$2.18B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
1-866-878-2881
PLEASANT LAKE PARTNERS LLC
Rincon, PR
AUM
$2.06B
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-363-4458
LINSE CAPITAL LLC
San Juan, PR
AUM
$1.71B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
775-298-5350
UBS ASSET MANAGERS OF PUERTO RICO
San Juan, PR
AUM
$1.38B
Team
6 advisors
Clients
—
Fees
Percentage of AUM
787-773-3888
AUM
$1.28B
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6466193629
PARLIAMENT CAPITAL MANAGEMENT, LLC
San Juan, PR
AUM
$1.15B
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(787) 200-9004
TALON LLC
San Juan, PR
AUM
$1.06B
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(352) 751-3200
CONNELLY CAPITAL MANAGEMENT LLC
Guaynabo, PR
AUM
$1.05B
Team
2 advisors
Clients
0
Fees
Percentage of AUM; A STATED PERCENTAGE OF TAX SAVINGS.
787-231-8042
FREEDOM ADVISORY
Guaynabo, PR
AUM
$880.6M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
787-792-3000
X-SQUARE CAPITAL
Guaynabo, PR
AUM
$790.9M
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
787-282-1621
ATLAS ASSET MANAGEMENT LLC
Guaynabo, PR
AUM
$700.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
787 781-1301
ATON FINANCIAL LLC
San Juan, PR
AUM
$600.9M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
787-725-6070
THE PHOENIX FUND ADVISOR LLC
Guaynabo, PR
AUM
$596.4M
Team
1 advisors
Clients
—
Fees
Performance-based fees
787-510-6600
CELERES CAPITAL ADVISORS, LLC
San Juan, PR
AUM
$534.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-481-0469
CONSULTIVA WEALTH MANAGEMENT, CORP.
San Juan, PR
AUM
$532.7M
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
787-763-5868
TC LATIN AMERICA PARTNERS LLC
San Juan, PR
AUM
$529.7M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-289-3310
Cities in PR
Browse financial advisors by city across PR
The PR advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.