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Best financial advisors in Fajardo, PR

Registered advisers within 25 miles of Fajardo, PR.

Offices
19
Firms
19
Combined AUM
$265B
Firm-wide filings, not assets booked only here
Clients
59.6K
59,647 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
FIDERAS LLC
SWAN GLOBAL MANAGEMENT
MAINSTREET ADVISORS, LLC
AGM 60
LUMIERE BAY
PFS INVESTMENTS INC.
KOVACK ADVISORS, INC.
MOBILITY PARTNERS LLC
PR FIVE WEALTH MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CEFI CAPITAL, LLC
OWLCREST PARTNERS LLC
OSAIC WEALTH, INC.
NPA ASSET MANAGEMENT, LLC
NEGRON-RAMOS LLC
POPULAR SECURITIES, LLC
MARINER WEALTH
YOKAHU MANAGEMENT LLC

Investors

Edgardo Alexis Chamorro
ALEJANDRO J. SAN ANTONIO-CUEBAS
DESIREE JOANNE MIESES LLAVAT
VICTOR RAFAEL MONTESINOS-MALAVE
CARLOS JUAN MIRANDA
RAFAEL R QUINTERO
Osvaldo Cruz Cintron
JUAN ANTONIO BRUNO
Paola Teresa Gautier-Ortiz
Robbie Paul Day
EMMANUEL LOUBRIEL
HECTOR JAVIER JIRAU
LOURDES M CORUJO-RAMSEY
DIANA M CORUJO-RAMSEY
FRANCO ALEXIS ANDINO
Ali Diaz Febres

Within 25 miles of Fajardo, PR, Best Investors lists 19 registered investment advisory firms with 19 offices nearby, managing about $265B in combined regulatory AUM across 59,647 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 Fajardo

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

1 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 2 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 3 KOVACK ADVISORS, INC. 205 clients · 276 advisers $6.28B AUM 4 POPULAR SECURITIES, LLC 36 clients · 59 advisers $2.62B AUM 5 SWAN GLOBAL MANAGEMENT 1 advisers $2.39B AUM 6 TRANSAMERICA FINANCIAL ADVISORS, LLC 1,159 advisers $2.11B AUM 7 NPA ASSET MANAGEMENT, LLC 2,746 clients · 51 advisers $1.06B AUM 8 ATLANTICMIDWEST INVESTMENT RESEARCH, LLC 1 advisers $28.1M AUM