Best financial advisors in Morovis, PR

Registered advisers within 25 miles of Morovis, PR.

Offices

117

Firms

108

Combined AUM

$4.62T

Firm-wide filings, not assets booked only here

Clients

1.47M

1,468,193 clients when Item 5C has a number

Avg / client

$3.14M

Combined AUM ÷ clients

Nearby offices

SG ADVISERS LLC

URB. FLAMBOYAN D-12 CALLE 3
MANATI, PR 00674

10.7 miles away

LYNX1 CAPITAL MANAGEMENT LP

D81 CALLE C SUITE 301 PMB 1202
DORADO, PR 00646

13.9 miles away

AWARE PARTNERS LLC

D 81 CALLE C SUITE 301
DORADO, PR 00646

13.9 miles away

CAPITALIA ADVISORS LLC

AVE. PALMA REAL #2, SUITE 103
GUAYNABO, PR 00970

20.9 miles away

CAPITALIA ADVISORS LLC

AVE. PALMA REAL #2 SUITE 103
GUAYNABO, PR 00969

20.9 miles away

SALAMANCA CAPITAL LLC

638 CALLE ALDEBARRAN SUITE 205
SAN JUAN, PR 00920

21.4 miles away

CHINEA WEALTH MANAGEMENT LLC

METRO OFFICE PARK 2, CALLE 1 SUITE 100
GUAYNABO, PR 00968

21.5 miles away

BLUHAUS CAPITAL MANAGEMENT LLC

B-7 TABONUCO STREET SUITE 806
GUAYNABO, PR 00968

21.5 miles away

MISSION PRIME LLC

7 CALLE TABANUCO SUITE 105-1593
GUAYNABO, PR 00968

21.5 miles away

MCKENZIE INVESTMENT ADVISORS LLC

T-MOBILE CENTER - B7 CALLE TABONUCO STE 1605
GUAYNABO, PR 00968-3343

21.5 miles away

NEWBIRD MANAGEMENT LLC

B-7 TABONUCO ST., SUITE 302
GUAYNABO, PR 00968

21.5 miles away

SKYROCK ADVISOR GROUP, LLC

7 TABONUCO STREET SUITE 1293
GUAYNABO, PR 00968

21.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

B7 Calle Tabonuco Suite 801
Guaynabo, PR 00968-3360

21.5 miles away

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

B7 TABONUCO ST STE 1401
GUAYNABO, PR 00968-3003

21.5 miles away

LPL FINANCIAL LLC

7 CALLE TABONUCO STE 103
GUAYNABO, PR 00968

21.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

B7 Calle Tabonuco Ste 806
Guaynabo, PR 00968

21.5 miles away

PINNACLE EQUITY PARTNERS GP LLC

PMB 302 B5 STE. 216 CALLE TABONUCO
GUAYNABO, PR 00968

21.5 miles away

BURBANK HARBOR CAPITAL MANAGEMENT, LLC

B5 CALLE TABONUCO, SUITE 216-260
GUAYNABO, PR 00968-3029

21.5 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

15 2ND ST / 15 CALLE 2
GUAYNABO, PR 00968

21.8 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

15 CALLE 2
Guaynabo, PR 00968

21.8 miles away

Firms

SG ADVISERS LLC

LYNX1 CAPITAL MANAGEMENT LP

AWARE PARTNERS LLC

CAPITALIA ADVISORS LLC

SALAMANCA CAPITAL LLC

CHINEA WEALTH 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

PINNACLE EQUITY PARTNERS GP LLC

BURBANK HARBOR CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ROBERTO OLSON CORTES

Christian Rivera Chinea

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

JAVIER ESTREMERA

ANDRES LEWOWICZ

Roberto H Santa Maria Mendez

Carlos Gonzalez Abella

JUAN CARLOS ESTARELLAS SABATER

Maribel Santiago Lebron

AURORA CASTRO VELEZ

MATTHEW HAYDEN LEASON

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

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

PATRICIA I GENAO-GARRIDO

KARLA MICHELLE DORTA AMADOR

Within 25 miles of Morovis, PR, Best Investors lists 108 registered investment advisory firms with 117 offices nearby, managing about $4.62T in combined regulatory AUM across 1,468,193 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 Morovis

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