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Best financial advisors in Lomas De La Serrania, PR

Registered advisers within 25 miles of Lomas De La Serrania, PR.

Offices
129
Firms
119
Combined AUM
$4.63T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,468,434 clients when Item 5C has a number
Avg / client
$3.15M
Combined AUM ÷ clients

Nearby offices

Firms

MOBILITY PARTNERS LLC
MAINSTREET ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
CAF INVESTMENTS LLC
FINANXIAL INVESTMENT ADVISORS, CORP
CAPITALIA ADVISORS LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
SALAMANCA CAPITAL LLC
AGM 60
KOVACK ADVISORS, INC.
CHINEA WEALTH MANAGEMENT LLC
CEFI CAPITAL, LLC
OWLCREST PARTNERS LLC
EQUITABLE ADVISORS, LLC
PINNACLE EQUITY PARTNERS GP LLC
BURBANK HARBOR CAPITAL MANAGEMENT, LLC

Investors

ALEJANDRO J. SAN ANTONIO-CUEBAS
JAVIER ESTREMERA
ANDRES LEWOWICZ
Roberto H Santa Maria Mendez
Carlos Gonzalez Abella
JUAN CARLOS ESTARELLAS SABATER
JOEL DAVILA
Maribel Santiago Lebron
AURORA CASTRO VELEZ
MATTHEW HAYDEN LEASON
Lauren Vitier
Juan I Suau Franco
CATHERINE MERCEDES SANTIAGO TOCA
MARGARITA FIGUEROA
HECTOR WILLIAM LAFFITTE-ROSSY
JUAN GUILLERMO HERRANS BARRERAS
JUAN ANTONIO BRASCHI
DARIO ALBERTO OCHOA
Franco G Fullana
PEDRO M SUAU-SANCHIDRIAN
ALEX JOSE GIERBOLINI
LIZZETTE E BOBONIS ROIG
RUBEN Alfredo TRENCHE OLIVERO
ROBERTO BAERGA
Jaime ANTONIO Rullan-Ferrao
Jose Miguel Iguina Hernandez
MARIA CHAVES VALES
TANIA VANESSA FUENTES AMADOR
ALFONSO LUIS BONETA
MIGUEL A. RIVERA VELEZ
GLORIMAR LEON COLON
HECTOR J GONZALEZ
NICOLE M MIESES ACOSTA
NELIA VANESSA CRUZ GUZMAN
HECTOR RUBEN ROSARIO CUEVAS
MELANIE ALEXANDRA VELEZ SUAREZ
ERNESTO CARLOS HERNANDEZ
Gabriel A Aleman Rivera
NATALIE THEUT JIMENEZ
Hector G Laffitte
FERNANDO V DE LA VEGA
RICARDO J VAZQUEZ
Ricardo Antonio Rodriguez Vazquez
Geraris Melendez Rosario
Enrique ALBERTO Marti Ruiz
Jose Alegria Arroyo
JULIANNYS MARIE ACEVEDO CUADRADO
RAMON ERNESTO VILLAFANE VERA
VALERIE MASSIEL ORTIZ DEL VALLE
Jeffrey E Gutierrez
CANDIDA LUCILA BOBONIS ROIG
Roberto A Fernandez
RYAN COYNE
PATRICIA I GENAO-GARRIDO
KARLA MICHELLE DORTA AMADOR
EDUARDO GARCIA-OJEDA
Lylibeth Ortiz-Ferrer
Carlos Feliciano
Jose Enrique Linares Blasini
Hugo Adrian Vega Calder
Maria Victoria Colon
Gabriel Ivan Roman Bibiloni
ASHLEY MARIE RAMIREZ QUILES
VICTOR RAFAEL MONTESINOS-MALAVE
EDWARD ROBERT BARROS
FERNANDO ANTONIO NAVARRO CASTILLO
Anthony Cruz Ortiz
ROBERTO OLSON CORTES
Robbie Paul Day
CARLOS JUAN MIRANDA
RAFAEL R QUINTERO
Osvaldo Cruz Cintron
JUAN ANTONIO BRUNO
Paola Teresa Gautier-Ortiz
Christian Rivera Chinea
EMMANUEL LOUBRIEL
HECTOR JAVIER JIRAU
Ana Carolina Bourasseau-Calderon

Within 25 miles of Lomas De La Serrania, PR, Best Investors lists 119 registered investment advisory firms with 129 offices nearby, managing about $4.63T in combined regulatory AUM across 1,468,434 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 Lomas De La Serrania

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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM