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Best financial advisors in Mayaguez, PR

Registered advisers within 25 miles of Mayaguez, PR.

Offices
7
Firms
6
Combined AUM
$1.74T
Firm-wide filings, not assets booked only here
Clients
231K
230,627 clients when Item 5C has a number
Avg / client
$7.54M
Combined AUM ÷ clients

Nearby offices

Firms

POPULAR SECURITIES, LLC
FONT MANAGEMENT, LLC
ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
LPL FINANCIAL LLC
NPA ASSET MANAGEMENT, LLC
UBS FINANCIAL SERVICES INC.

Investors

DENNIS DOMINGO CUMMINGS PEREZ
WARREN J RAMIREZ PEREZ
DOUGLAS EARL REED
DIEGO JOSE GARCIA
ROBERT JOSEPH LAPETINA
Jose Francisco Valle Fernandez
ANGEL MANUEL CANABAL

Within 25 miles of Mayaguez, PR, Best Investors lists 6 registered investment advisory firms with 7 offices nearby, managing about $1.74T in combined regulatory AUM across 230,627 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 Mayaguez

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

1 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 POPULAR SECURITIES, LLC 36 clients · 59 advisers $2.62B AUM 4 NPA ASSET MANAGEMENT, LLC 2,746 clients · 51 advisers $1.06B AUM 5 ATLANTICMIDWEST INVESTMENT RESEARCH, LLC 1 advisers $28.1M AUM