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Best financial advisors in San Sebastian, PR

Registered advisers within 25 miles of San Sebastian, PR.

Offices
4
Firms
4
Combined AUM
$18.2B
Firm-wide filings, not assets booked only here
Clients
36
36 clients when Item 5C has a number
Avg / client
$505M
Combined AUM ÷ clients

Nearby offices

Firms

FONT MANAGEMENT, LLC
ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
POPULAR SECURITIES, LLC
PFS INVESTMENTS INC.

Investors

DOUGLAS EARL REED
DENNIS DOMINGO CUMMINGS PEREZ
WARREN J RAMIREZ PEREZ
HECTOR JUAN HERNANDEZ MORALES
HECTOR JOSE HERNANDEZ-MORALES
JESUS MORALES VELAZQUEZ

Within 25 miles of San Sebastian, PR, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $18.2B 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 San Sebastian

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

1 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 2 POPULAR SECURITIES, LLC 36 clients · 59 advisers $2.62B AUM 3 ATLANTICMIDWEST INVESTMENT RESEARCH, LLC 1 advisers $28.1M AUM