PR · 31 firms
Trust & Estate Advisors in PR
Advisers working with trusts, estates, and charitable organizations. Browse 31 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
Trusts & Estates 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 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
SWAN GLOBAL MANAGEMENT
Humacao, PR
AUM
$2.39B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
970-382-9055
EURO PACIFIC ASSET MANAGEMENT, LLC
Dorado, PR
AUM
$2.18B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
1-866-878-2881
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
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
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
GAMMA ASSET MANAGEMENT LLC
San Juan, PR
AUM
$424.8M
Team
8 advisors
Clients
—
Fees
Percentage of AUM
787-957-3260
ORIENTAL FINANCIAL SERVICES LLC
San Juan, PR
AUM
$419.6M
Team
11 advisors
Clients
0
Fees
Percentage of AUM
787-474-1993
THOMAS WRIGHT ASSET MANAGEMENT, INC.
San Juan, PR
AUM
$341.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
843-971-4265
CHAPEL BRIDGE WEALTH ADVISORS
San Juan, PR
AUM
$273.6M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-552-8200
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
SYGNUS WEALTH PR LLC
Guaynabo, PR
AUM
$59.6M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
787-706-9292
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
BROXTON CAPITAL ADVISORS
Old San Juan, PR
AUM
$29.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
310-208-2151
ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
Humacao, PR
AUM
$28.1M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
913-491-0868
INTUITIVO LLC
Guaynabo, PR
AUM
$16.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(787) 366-0255
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
CHINEA WEALTH MANAGEMENT LLC
Guaynabo, PR
AUM
$530K
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(787) 416-0804
177 total advisers in PR. Browse all PR advisors