Best Investors Account Sign in

Best financial advisors in Valles De San Luis, PR

Registered advisers within 25 miles of Valles De San Luis, PR.

Offices
117
Firms
108
Combined AUM
$4.62T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,468,193 clients when Item 5C has a number
Avg / client
$3.14M
Combined AUM ÷ clients

Nearby offices

Firms

SG ADVISERS LLC
LYNX1 CAPITAL MANAGEMENT LP
AWARE PARTNERS LLC
CAPITALIA ADVISORS LLC
SALAMANCA CAPITAL LLC
CHINEA WEALTH MANAGEMENT LLC
BLUHAUS CAPITAL MANAGEMENT LLC
MISSION PRIME LLC
MCKENZIE INVESTMENT ADVISORS LLC
NEWBIRD MANAGEMENT LLC
SKYROCK ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
PINNACLE EQUITY PARTNERS GP LLC
BURBANK HARBOR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ROBERTO OLSON CORTES
Christian Rivera Chinea
DMITRI ZAPOLSKIKH
MUKHTAR-BEK KOCHENOV
Alpheus Cameron McKenzie Hertell
James Malcolm Ugobono
Ivan Rafael Pelegrina
VICENTE CASTILLO
Jorge Andres Alicea-Brito
PEDRO RAFAEL PUMARADA-URRUTIA
MELISSA CABRERA SANTIAGO
Stephen Scott Lugo-Reyes
Marcos Diaz-Gonzalez
RICARDO LUIS DELGADO-OLIVERAS
Alfonso Javier Gonzalez Mendez
ALEXANDRA MARQUEZ
CARLOS SERGIO TORRES NEGRON
Roberto Javier Santos Carro
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

Within 25 miles of Valles De San Luis, PR, Best Investors lists 108 registered investment advisory firms with 117 offices nearby, managing about $4.62T in combined regulatory AUM across 1,468,193 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 Valles De San Luis

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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM