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Best financial advisors in Valle De La Providencia, PR

Registered advisers within 25 miles of Valle De La Providencia, PR.

Offices
14
Firms
11
Combined AUM
$1.84T
Firm-wide filings, not assets booked only here
Clients
189K
188,520 clients when Item 5C has a number
Avg / client
$9.77M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
SWAN GLOBAL MANAGEMENT
FIDERAS LLC
ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
MOBILITY PARTNERS LLC
MAINSTREET ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
CAF INVESTMENTS LLC
FINANXIAL INVESTMENT ADVISORS, CORP
CAPITALIA ADVISORS LLC

Investors

JOSE L. RODRIGUEZ-RIVERA
Edgardo Alexis Chamorro
ALEJANDRO J. SAN ANTONIO-CUEBAS
JAVIER ESTREMERA
ANDRES LEWOWICZ
Roberto H Santa Maria Mendez
Carlos Gonzalez Abella
JUAN CARLOS ESTARELLAS SABATER
JOEL DAVILA
Maribel Santiago Lebron
AURORA CASTRO VELEZ
MATTHEW HAYDEN LEASON
Lauren Vitier
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
ROBERTO BAERGA
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
RYAN COYNE
PATRICIA I GENAO-GARRIDO
KARLA MICHELLE DORTA AMADOR
EDUARDO GARCIA-OJEDA
Lylibeth Ortiz-Ferrer
Carlos Feliciano
Jose Enrique Linares Blasini
Hugo Adrian Vega Calder
Maria Victoria Colon
Gabriel Ivan Roman Bibiloni
ASHLEY MARIE RAMIREZ QUILES
VICTOR RAFAEL MONTESINOS-MALAVE
EDWARD ROBERT BARROS
FERNANDO ANTONIO NAVARRO CASTILLO
Anthony Cruz Ortiz
ROBERTO OLSON CORTES

Within 25 miles of Valle De La Providencia, PR, Best Investors lists 11 registered investment advisory firms with 14 offices nearby, managing about $1.84T in combined regulatory AUM across 188,520 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 Valle De La Providencia

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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 3 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 4 SWAN GLOBAL MANAGEMENT 1 advisers $2.39B AUM 5 FINANXIAL INVESTMENT ADVISORS, CORP 3 advisers $82.0M AUM 6 CAF INVESTMENTS LLC 28 clients · 6 advisers $40.5M AUM 7 ATLANTICMIDWEST INVESTMENT RESEARCH, LLC 1 advisers $28.1M AUM