CATALYST CAPITAL ADVISORS LLC
San Juan, PR
AUM
$10.30B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM
6467578387
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PR, SAN JUAN
34 advisers found
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
San Juan, PR
AUM
$4.44B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-673-0400
POPULAR ASSET MANAGEMENT
San Juan, PR
AUM
$3.71B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
787-754-4488
RATIONAL ADVISORS, INC.
San Juan, PR
AUM
$2.56B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6467578387
LINSE CAPITAL LLC
San Juan, PR
AUM
$1.71B
Wealth Mgmt
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
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
787-773-3888
PARLIAMENT CAPITAL MANAGEMENT, LLC
San Juan, PR
AUM
$1.15B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(787) 200-9004
TALON LLC
San Juan, PR
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(352) 751-3200
ATON FINANCIAL LLC
San Juan, PR
AUM
$600.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
787-725-6070
CELERES CAPITAL ADVISORS, LLC
San Juan, PR
AUM
$534.8M
Wealth MgmtInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Wealth MgmtRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-289-3310
ALPHACENTRIC ADVISORS LLC
San Juan, PR
AUM
$433.1M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM
6467578387
GAMMA ASSET MANAGEMENT LLC
San Juan, PR
AUM
$424.8M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM
787-957-3260
ORIENTAL FINANCIAL SERVICES LLC
San Juan, PR
AUM
$419.6M
Wealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM
787-474-1993
THOMAS WRIGHT ASSET MANAGEMENT, INC.
San Juan, PR
AUM
$341.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
843-971-4265
ORIENTAL TRUST
San Juan, PR
AUM
$322.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
787-771-6800
CHAPEL BRIDGE WEALTH ADVISORS
San Juan, PR
AUM
$273.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-552-8200
VRM PENZINI CAPITAL L.L.C.
San Juan, PR
AUM
$269.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
787-305-1015
ROBOSTRATEGY ADVISORS
San Juan, PR
AUM
$146.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
9298123667
GLOBAL VENTURE MANAGEMENT LLC
San Juan, PR
AUM
$130.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
5166501451
RIOBLANCO CAPITAL LLC
San Juan, PR
AUM
$114.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
787-474-8338
LYON BERN, LLC
San Juan, PR
AUM
$76.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
787-395-7325
ATLANTIS INVESTMENT COACHING, LLC
San Juan, PR
AUM
$58.4M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(813) 524-7587
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