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Best financial advisors in Guaynabo, PR

Registered advisers within 25 miles of Guaynabo, PR.

Offices
163
Firms
146
Combined AUM
$4.83T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,471,510 clients when Item 5C has a number
Avg / client
$3.28M
Combined AUM ÷ clients

Nearby offices

Firms

VRM PENZINI CAPITAL L.L.C.
SELECT ADVISORY GROUP INC
ARKADIOS WEALTH ADVISORS
EQUITABLE ADVISORS, LLC
PINNACLE EQUITY PARTNERS GP LLC
BURBANK HARBOR CAPITAL MANAGEMENT, LLC
BLUHAUS CAPITAL MANAGEMENT LLC
MISSION PRIME LLC
MCKENZIE INVESTMENT ADVISORS LLC
NEWBIRD MANAGEMENT LLC
SKYROCK ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
CHINEA WEALTH MANAGEMENT LLC
CERTUS INCOME FUNDS INC.
SALAMANCA CAPITAL LLC
METRO CAPITAL MGMT LLC

Investors

LUIS DE JESUS APONTE
JAVIER F REYES COLON
German Miguel Chaves
Felipe Jose de Juan Hernandez
Ana Carolina Bourasseau-Calderon
DMITRI ZAPOLSKIKH
MUKHTAR-BEK KOCHENOV
Alpheus Cameron McKenzie Hertell
James Malcolm Ugobono
Ivan Rafael Pelegrina
VICENTE CASTILLO
Jorge Andres Alicea-Brito
PEDRO RAFAEL PUMARADA-URRUTIA
MELISSA CABRERA SANTIAGO
Stephen Scott Lugo-Reyes
Marcos Diaz-Gonzalez
RICARDO LUIS DELGADO-OLIVERAS
Alfonso Javier Gonzalez Mendez
ALEXANDRA MARQUEZ
CARLOS SERGIO TORRES NEGRON
Roberto Javier Santos Carro
Christian Rivera Chinea

Within 25 miles of Guaynabo, PR, Best Investors lists 146 registered investment advisory firms with 163 offices nearby, managing about $4.83T in combined regulatory AUM across 1,471,510 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 Guaynabo

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 MARINER 216 clients · 1,005 advisers $125B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM