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Best financial advisors in San Juan, PR

Registered advisers within 25 miles of San Juan, PR.

Offices
216
Firms
170
Combined AUM
$5.05T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,468,778 clients when Item 5C has a number
Avg / client
$3.44M
Combined AUM ÷ clients

Nearby offices

Firms

LYON BERN, LLC
SAVILE CAPITAL MANAGEMENT LLC
CONSULTIVA WEALTH MANAGEMENT, CORP.
UBS ASSET MANAGERS OF PUERTO RICO
UBS FINANCIAL SERVICES INC.
CHARLES SCHWAB & CO., INC.
ORIENTAL FINANCIAL SERVICES LLC
GRUPO GUAYACAN
EQUITABLE ADVISORS, LLC
STRATAGEM CAPITAL MANAGEMENT LLC
DOMENARI ALGO RESEARCH LLC
MORRO VENTURE PARTNERS LLC
ADVENT-MORRO EQUITY PARTNERS, INC.
MORRO VENTURES CARIBBEAN
CETERA INVESTMENT ADVISERS LLC
EQUALIZE CAPITAL LLC
UTXO VENTURES, LLC
TALON LLC
ROBOSTRATEGY ADVISORS
HASHIRA CAPITAL

Investors

Jose M Crespi Iglesias
ROBERTO A BERNAL-FIGUEROA
JEFFREY STEVEN WALLACK
PATRICIA CAROLINA DIAZ
Alex MH Marino
IRIS SANGUINETTI
EVANGELINE MARIA DAVILA
CARLOS E. MACHUCA
Daniel Ignacio Rodriguez Gonzalez
EDMUNDO JAVIER GARZA
MYRNA MILAGROS RIVERA
JOSE FELIPE MONTES
DAVID L ROJAS
VIVIANA CRISTINA PEREZ CORDERO
ERNEST EUGENE MUSGRAVE
DAVID DEL TORO
MICHELLE M RODRIGUEZ
HAYDEE M DELGADO
PAUL GERARD BRENNAN
ROBERTO DEJESUSPOU
SONIA POU MONAGAS
JOSE ALBERTO CHAVES
CARLOS E ROSADO
FRANK JULIO CARRASCO
RICARDO EBOLI KODESH
MAX PEREZ
MARIA TERESA TORRUELLA
JORGE L. L RODRIGUEZ
MARK EBEN LILLEY
ELAINE DEL C FLORES
VICTOR MIGUEL TOMASSINI
XAVIER A. AGUAYO DIAZ
ISABEL CRISTINA HAIGLER
JOSE EDUARD CRESCIONI
GABRIEL ANGEL MATOS
FRANCO J. ESTRADA
FEDERICO ANDRES LOPEZ JUARBE
MIGUEL ENRIQUE HERNANDEZ
EDUARDO E CABAN SILVA
Herminio Jose Frontera Biamon
DAGMARIE FELICIANO QUINONES
IVELISSE MORENO GUZMAN
FERNANDO JOSE GONZALEZ
RAUL SERRANO
Jose Julio Ramirez Velez
WILLIAM JOHN SERRALLES
ANGEL MANUEL CANABAL
ENRIQUE JUAN TORRUELLA
DAVE ERIK KRUECKEL
ROBERTO JOSE FORTUNO
JOHN THOMAS ENGFER
MARIA ELENA PEREZ VARGAS
THOMAS MALCOLM GARITY
WILLIAM JOSEPH GARITY MEDINA
EDGARDO H. FERRER
JOSE E CHAVES
ARTUR J JOTIC
GABRIEL B TRIGO POU
MIGUEL A HERNANDEZ
ANITA M BRENNAN
ORLANDO JAVIER PEREZ
ERIC LOUIS SNYDER
Alejandra Carrasco
GERMAN ANTONIO RAMIREZ DE ARELLANO
CARLOS ARTURO POU
MARIA DEL MAR ESCALONA
FRANCISCO JOSE VIVAS CUADRA
Rolando Vescovacci Colon
Arsenio Miguel Menendez Curet
ALEXIS J. CRESPO PEREZ
JOEL MARTINEZ NAVARRO
MANUEL JOSE GARRIDO PORTELA
RAFAEL ENRIQUE KODESH ALEGRIA
HECTOR LUIS COLON RIVERA
SERGIO ANDRÉS MOURE TORRES
JOEL ALEXANDER JARRIN PACHECO
CLARA ISABEL FERNANDEZ COLORADO
CASTO MIGUEL COLLDELRIO
MARIELA TORRES
ALEJANDRO MIGUEL PASCUAL NAVARRO
HIRAM ALFREDO RAMIREZ RANGEL
Julian Esteban Rodriguez
EDWIN CONCEPCION SOTO-TORO
RAFAEL J. LLERA-ORTIZ
Juan Francisco De La Vega Figueroa
DANIEL GONZALEZ-MAISONET
JOSEPH GLADUE
Rennie Joyce Rodriguez
Matthew Edwin Jones
Anastasia Marie Fusco

Within 25 miles of San Juan, PR, Best Investors lists 170 registered investment advisory firms with 216 offices nearby, managing about $5.05T in combined regulatory AUM across 1,468,778 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 San Juan

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 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 8 MARINER 216 clients · 1,005 advisers $125B AUM