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Best financial advisors in Castaner, PR

Registered advisers within 25 miles of Castaner, PR.

Offices
5
Firms
5
Combined AUM
$60.7B
Firm-wide filings, not assets booked only here
Clients
172K
171,684 clients when Item 5C has a number
Avg / client
$353.4K
Combined AUM ÷ clients

Nearby offices

Firms

FONT MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
POPULAR SECURITIES, LLC
PFS INVESTMENTS INC.
ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

Investors

LAURENCE ANTHONY VELOUDIS-IRIZARRY
DENNIS DOMINGO CUMMINGS PEREZ
WARREN J RAMIREZ PEREZ
HECTOR JUAN HERNANDEZ MORALES
HECTOR JOSE HERNANDEZ-MORALES
JESUS MORALES VELAZQUEZ
DOUGLAS EARL REED

Within 25 miles of Castaner, PR, Best Investors lists 5 registered investment advisory firms with 5 offices nearby, managing about $60.7B in combined regulatory AUM across 171,684 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Castaner

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 2 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 3 POPULAR SECURITIES, LLC 36 clients · 59 advisers $2.62B AUM 4 ATLANTICMIDWEST INVESTMENT RESEARCH, LLC 1 advisers $28.1M AUM