Best Investors Account Sign in

Best financial advisors in Ponce, PR

Registered advisers within 25 miles of Ponce, PR.

Offices
10
Firms
8
Combined AUM
$1.14T
Firm-wide filings, not assets booked only here
Clients
412K
412,388 clients when Item 5C has a number
Avg / client
$2.77M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
ESI ADVISORS
KOVACK ADVISORS, INC.
LPL FINANCIAL LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
PFS INVESTMENTS INC.
POPULAR SECURITIES, LLC

Investors

LAURENCE ANTHONY VELOUDIS-IRIZARRY
SOTERO M. MORALES PEREZ
Derek Williams Pacheco
Jose Angel Perez Sepulveda
Victor Andres Simons
FREDDIE MARTINEZ ARROYO
Samuel A Irizarry Santiago
JOSE ENRIQUE RIERA-FIGUEROA
HECTOR VELEZ TORRES
NORBERTO MOLINA ACEVEDO
Jaycob Y Hiraldo Ortiz
Julio Javier Cintron
Luis Antonio Gonzalez-Rivera
DIEGO JOSE GARCIA
Luis A Marti Rodriguez
JAIME OSCAR LABOY-GOMEZ
FERNANDO LUIS MONLLOR ARZOLA
ALEXEY BADILLO CORDERO

Within 25 miles of Ponce, PR, Best Investors lists 8 registered investment advisory firms with 10 offices nearby, managing about $1.14T in combined regulatory AUM across 412,388 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 Ponce

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 4 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 5 KOVACK ADVISORS, INC. 205 clients · 276 advisers $6.28B AUM 6 POPULAR SECURITIES, LLC 36 clients · 59 advisers $2.62B AUM 7 MUTUAL OF OMAHA INVESTOR SERVICES, INC. 6,880 clients · 293 advisers $32.0M AUM 8 ESI ADVISORS 1 advisers $1.34M AUM