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Best financial advisors in Manati, PR

Registered advisers within 25 miles of Manati, PR.

Offices
26
Firms
25
Combined AUM
$667B
Firm-wide filings, not assets booked only here
Clients
29.7K
29,746 clients when Item 5C has a number
Avg / client
$22.4M
Combined AUM ÷ clients

Nearby offices

Firms

SG ADVISERS LLC
LYNX1 CAPITAL MANAGEMENT LP
AWARE PARTNERS LLC
PFS INVESTMENTS INC.
REBEL MANAGEMENT, LLC
EQUALIZE CAPITAL LLC
UTXO VENTURES, LLC
TALON LLC
ROBOSTRATEGY ADVISORS
HASHIRA CAPITAL
PROTOCAP MANAGEMENT LLC
BROXTON CAPITAL ADVISORS
BLACK LOTUS CAPITAL LLC
BITBULL CAPITAL MANAGEMENT LLC
SANCTOR CAPITAL MANAGEMENT, LLC
HELIO ANALYTICA FUND I GP LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
MORRO VENTURE PARTNERS LLC
ADVENT-MORRO EQUITY PARTNERS, INC.

Investors

HECTOR JUAN HERNANDEZ MORALES
HECTOR JOSE HERNANDEZ-MORALES
JESUS MORALES VELAZQUEZ
JOSEPH GLADUE
Rennie Joyce Rodriguez
Matthew Edwin Jones
Anastasia Marie Fusco
IAN HAROLD ROSENFIELD
DANIEL GONZALEZ-MAISONET

Within 25 miles of Manati, PR, Best Investors lists 25 registered investment advisory firms with 26 offices nearby, managing about $667B in combined regulatory AUM across 29,746 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 Manati

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

1 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 4 POPULAR SECURITIES, LLC 36 clients · 59 advisers $2.62B AUM 5 TALON LLC 93 clients · 3 advisers $1.06B AUM 6 LYNX1 CAPITAL MANAGEMENT LP $627M AUM 7 ROBOSTRATEGY ADVISORS $147M AUM 8 EQUALIZE CAPITAL LLC 1 advisers $39.5M AUM