How many financial advisors are in Guaynabo, PR?

Falists lists 33 registered investment advisers with a principal office or filing address in Guaynabo, PR, based on public SEC IAPD data.

How do financial advisors in Guaynabo charge fees?

Fee structures vary by firm. In Guaynabo, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Guaynabo?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

PR · 33 advisers

Financial Advisors in Guaynabo, PR

Looking for a financial advisor in Guaynabo, PR? Falists indexes 33 SEC-registered and state-registered investment advisers in Guaynabo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $2.35B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.35B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth19 Planning7 Trusts10 Retirement5 Institutional13

Top advisors in Guaynabo

Ranked by AUM · Fees, team & specialties at a glance

View all 33 →

CONNELLY CAPITAL MANAGEMENT LLC

Guaynabo, PR

AUM

$1.05B

Wealth Mgmt

Team

2 advisors

Clients

Fees

Percentage of AUM; A STATED PERCENTAGE OF TAX SAVINGS.

787-231-8042

Full profile Visit site →

FREEDOM ADVISORY

Guaynabo, PR

AUM

$880.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

787-792-3000

Full profile Visit site →

X-SQUARE CAPITAL

Guaynabo, PR

AUM

$790.9M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

7 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

787-282-1621

Full profile Visit site →

ATLAS ASSET MANAGEMENT LLC

Guaynabo, PR

AUM

$700.6M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

787 781-1301

Full profile Visit site →

THE PHOENIX FUND ADVISOR LLC

Guaynabo, PR

AUM

$596.4M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Performance-based fees

787-510-6600

Full profile Visit site →

UNIVERSAL FINANCIAL SERVICES INC.

Guaynabo, PR

AUM

$324.6M

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

(787) 706-7095

Full profile Visit site →

ARCO GLOBAL MANAGEMENT, LLC

Guaynabo, PR

AUM

$260.4M

Wealth Mgmt

Team

1 advisors

Clients

Fees

Fixed fees · Performance-based fees +1 more

7875898515

Full profile Visit site →

Guaynabo, PR

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(787) 622-6645

Full profile Visit site →

BURBANK HARBOR CAPITAL MANAGEMENT, LLC

Guaynabo, PR

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

787-653-3277

Full profile Visit site →

CAPITALIA ADVISORS LLC

Guaynabo, PR

AUM

—

Wealth MgmtInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM

787-705-8694

Full profile Visit site →

MCKENZIE INVESTMENT ADVISORS LLC

Guaynabo, PR

AUM

—

Financial PlanningWealth MgmtInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

787-671-4763

Full profile Visit site →

MISSION PRIME LLC

Guaynabo, PR

AUM

$2.35B

Wealth MgmtInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

787-487-5843

Full profileNo website

BLUHAUS CAPITAL MANAGEMENT LLC

Guaynabo, PR

AUM

$230.8M

Wealth Mgmt

Team

3 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

787-708-6747

Full profileNo website

VAUBAN WEALTH MANAGEMENT

Guaynabo, PR

AUM

$181.2M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

1-787-425-0035/0036

Full profileNo website

4/26 RETIREMENT INCOME PLANNING & WEALTH MANAGEMENT, LLC

Guaynabo, PR

AUM

$27.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

787-919-7788

Full profileNo website

4S FUND MANAGEMENT LLC

Guaynabo, PR

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

787-626-9070

Full profileNo website

ADVANTAGE CAPITAL LLC

Guaynabo, PR

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

787-273-0811

Full profileNo website

BASTION CAPITAL ADVISORS LLC

Guaynabo, PR

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

787-366-0255

Full profileNo website

View all 33 advisors in Guaynabo

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Common questions

How many financial advisors are in Guaynabo, PR?: 33 registered investment advisers are listed in our Guaynabo directory, sourced from public SEC filings.
What types of advisors are in Guaynabo?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Guaynabo?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.