MAWER INVESTMENT MANAGEMENT LTD.
Calgary, Alberta, PR
AUM
$40.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
87 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
403-262-4673
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PR
25 advisers found
POPULAR SECURITIES, LLC
Hato Rey, PR
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(352) 751-3200
FREEDOM ADVISORY
Guaynabo, PR
AUM
$880.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
787-792-3000
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
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
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
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
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
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
ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
Humacao, PR
AUM
$28.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
913-491-0868
INTUITIVO LLC
Guaynabo, PR
AUM
$16.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
787-781-2555
CHINEA WEALTH MANAGEMENT LLC
Guaynabo, PR
AUM
$530K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(787) 416-0804
MAINSTREET ADVISORS, LLC
San Juan, PR
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
787-923-7790
MCKENZIE INVESTMENT ADVISORS LLC
Guaynabo, PR
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
787-671-4763
NEGRON-RAMOS LLC
San Juan, PR
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
787-363-4787
AUM
$123.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
787-585-8095
Full profileNo website
FINANXIAL INVESTMENT ADVISORS, CORP
San Juan, PR
AUM
$82.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; FEE SCHEDULE
(787) 758-8234
Full profileNo website
SELECT ADVISORY GROUP INC
San Juan, PR
AUM
$80.9M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
787-969-3939
Full profileNo website
FRA SERVICES INC.
San Juan, PR
AUM
$69.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Subscription fees +2 more
786-536-6118
Full profileNo website
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
787-919-7788
Full profileNo website
ESI ADVISORS
Ponce, PR
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
787-647-9843
Full profileNo website
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