PR · 19 firms
Retirement Advisors in PR
Firms serving pension plans, 401(k)s, and retirement accounts. Browse 19 advisers in PR matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Retirement Planning firms in PR
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
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
TALON LLC
San Juan, PR
AUM
$1.06B
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(352) 751-3200
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
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
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
ORIENTAL FINANCIAL SERVICES LLC
San Juan, PR
AUM
$419.6M
Team
11 advisors
Clients
0
Fees
Percentage of AUM
787-474-1993
ADRIAN DAY ASSET MANAGEMENT
Dorado, PR
AUM
$221.6M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-224-2037
LYON BERN, LLC
San Juan, PR
AUM
$76.7M
Team
3 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
787-395-7325
ATLANTIS INVESTMENT COACHING, LLC
San Juan, PR
AUM
$58.4M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(813) 524-7587
CAF INVESTMENTS LLC
Guaynabo, PR
AUM
$40.5M
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(787) 206-1637
PARITER WEALTH MANAGEMENT GROUP LLC
Guaynabo, PR
AUM
$10.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
787-781-2555
MAINSTREET ADVISORS, LLC
San Juan, PR
AUM
$0
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
787-923-7790
FINANXIAL INVESTMENT ADVISORS, CORP
San Juan, PR
AUM
$82.0M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; FEE SCHEDULE
(787) 758-8234
AUM
$27.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
787-919-7788
BLUE OCEAN STRATEGIC ADVISORS, LLC
San Juan, PR
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
787-724-1379
177 total advisers in PR. Browse all PR advisors