PRAETORIAN PR LLC
Rincon, PR
AUM
$471.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(786) 396-1281
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
177 advisers found
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
UNIVERSAL FINANCIAL SERVICES INC.
Guaynabo, PR
AUM
$324.6M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(787) 706-7095
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
ARCO GLOBAL MANAGEMENT, LLC
Guaynabo, PR
AUM
$260.4M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Fixed fees · Performance-based fees +1 more
7875898515
SYGNUS CAPITAL PR LLC
Guaynabo, PR
AUM
$236.2M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
787-706-9292
ADRIAN DAY ASSET MANAGEMENT
Dorado, PR
AUM
$221.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-224-2037
AUM
$176.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
401-651-1059
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
AUM
$106.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
001 787 525 9031
AUM
$105.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
845-475-7905
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
AEP MANAGEMENT COMPANY, LLC.
San Juan, PR
AUM
$59.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(787) 721-3953
SYGNUS WEALTH PR LLC
Guaynabo, PR
AUM
$59.6M
Wealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(813) 524-7587
CATALYST INTERNATIONAL ADVISORS LLC
San Juan, PR
AUM
$58.0M
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6467578387
CAF INVESTMENTS LLC
Guaynabo, PR
AUM
$40.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(787) 206-1637