Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
177 advisers found
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
OWLCREST PARTNERS LLC
San Juan, PR
AUM
$55K
Team
2 advisors
Clients
—
Fees
Percentage of AUM
787-452-3736
BURBANK HARBOR CAPITAL MANAGEMENT, LLC
Guaynabo, PR
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
787-653-3277
CAPITALIA ADVISORS LLC
Guaynabo, PR
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM
787-705-8694