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Best financial advisors in Rincon, PR

Registered advisers within 25 miles of Rincon, PR.

Offices
7
Firms
7
Combined AUM
$18.1B
Firm-wide filings, not assets booked only here
Clients
36
36 clients when Item 5C has a number
Avg / client
$503M
Combined AUM ÷ clients

Nearby offices

Firms

ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
POPULAR SECURITIES, LLC
FONT MANAGEMENT, LLC
NEWGEN WEALTH CREATION LLC
PLEASANT LAKE PARTNERS LLC
PRAETORIAN PR LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DOUGLAS EARL REED
DENNIS DOMINGO CUMMINGS PEREZ
WARREN J RAMIREZ PEREZ
NATALIA IVANOVA
KENNETH EUGENE DECANDIO

Within 25 miles of Rincon, PR, Best Investors lists 7 registered investment advisory firms with 7 offices nearby, managing about $18.1B in combined regulatory AUM across 36 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 Rincon

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

1 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 2 POPULAR SECURITIES, LLC 36 clients · 59 advisers $2.62B AUM 3 PLEASANT LAKE PARTNERS LLC $2.06B AUM 4 PRAETORIAN PR LLC $471M AUM 5 ATLANTICMIDWEST INVESTMENT RESEARCH, LLC 1 advisers $28.1M AUM 6 NEWGEN WEALTH CREATION LLC 1 advisers $6.11M AUM