Registered investment advisers in Puerto Rico
48 firms in Puerto Rico representing $55.6B in assets under management, sourced from public SEC Form ADV filings.
Cities
Catalyst Capital Advisors LLC
San Juan, PR · Est. 2006
- AUM
- $10.3B
- Per adviser
- $1.3B
- Advisers
- 8
Applied Finance Capital Management, LLC
San Juan, PR · Est. 2015
- AUM
- $4.4B
- Per adviser
- $2.2B
- Advisers
- 2
No reported disclosures
Popular Asset Management
San Juan, PR · Est. 2021
- AUM
- $3.7B
- Per adviser
- $285M
- Advisers
- 13
No reported disclosures
Popular Securities, LLC
Hato Rey, PR · Est. 2000
- AUM
- $2.6B
- Per adviser
- $58M
- Advisers
- 45
No reported disclosures
Rational Advisors, INC.
San Juan, PR · Est. 2001
- AUM
- $2.6B
- Per adviser
- $320M
- Advisers
- 8
Long Focus Capital Management LLC
San Juan, PR · Est. 2022
- AUM
- $2.4B
- Per adviser
- $406M
- Advisers
- 6
No reported disclosures
Swan Global Management
Humacao, PR · Est. 2014
- AUM
- $2.4B
- Per adviser
- $796M
- Advisers
- 3
No reported disclosures
Mission Prime LLC
Guaynabo, PR · Est. 2022
- AUM
- $2.3B
- Per adviser
- $1.2B
- Advisers
- 2
No reported disclosures
Troluce Capital Advisors LLC
Dorado, PR · Est. 2023
- AUM
- $2.2B
- Per adviser
- $747M
- Advisers
- 3
No reported disclosures
Euro Pacific Asset Management, LLC
Dorado, PR · Est. 2010
- AUM
- $2.2B
- Per adviser
- $436M
- Advisers
- 5
No reported disclosures
Pleasant Lake Partners LLC
Rincon, PR · Est. 2023
- AUM
- $2.1B
- Per adviser
- $147M
- Advisers
- 14
No reported disclosures
Linse Capital LLC
San Juan, PR · Est. 2018
- AUM
- $1.7B
- Per adviser
- $570M
- Advisers
- 3
No reported disclosures
Ubs Asset Managers Of Puerto Rico
San Juan, PR · Est. 2021
- AUM
- $1.4B
- Per adviser
- $230M
- Advisers
- 6
Parliament Capital Management, LLC
San Juan, PR · Est. 2021
- AUM
- $1.2B
- Per adviser
- $164M
- Advisers
- 7
No reported disclosures
Talon LLC
San Juan, PR · Est. 2019
- AUM
- $1.1B
- Per adviser
- $133M
- Advisers
- 8
No reported disclosures
Connelly Capital Management LLC
Guaynabo, PR · Est. 2024
- AUM
- $1.1B
- Per adviser
- $527M
- Advisers
- 2
No reported disclosures
Sava Capital LLC
Dorado, PR · Est. 2025
- AUM
- $1.0B
- Per adviser
- $250M
- Advisers
- 4
No reported disclosures
Freedom Advisory
Guaynabo, PR · Est. 2017
- AUM
- $881M
- Per adviser
- $147M
- Advisers
- 6
No reported disclosures
X-Square Capital
Guaynabo, PR · Est. 2015
- AUM
- $791M
- Per adviser
- $113M
- Advisers
- 7
No reported disclosures
Atlas Asset Management LLC
Guaynabo, PR · Est. 2020
- AUM
- $701M
- Per adviser
- $350M
- Advisers
- 2
No reported disclosures
Lynx1 Capital Management LP
Dorado, PR · Est. 2023
- AUM
- $627M
- Per adviser
- $157M
- Advisers
- 4
No reported disclosures
Aton Financial LLC
San Juan, PR · Est. 2018
- AUM
- $601M
- Per adviser
- $86M
- Advisers
- 7
No reported disclosures
The Phoenix Fund Advisor LLC
Guaynabo, PR · Est. 2023
- AUM
- $596M
- Per adviser
- $596M
- Advisers
- 1
No reported disclosures
Celeres Capital Advisors, LLC
San Juan, PR · Est. 2019
- AUM
- $535M
- Per adviser
- $134M
- Advisers
- 4
No reported disclosures
Consultiva Wealth Management, Corp.
San Juan, PR · Est. 2000
- AUM
- $533M
- Per adviser
- $30M
- Advisers
- 18
Tc Latin America Partners LLC
San Juan, PR · Est. 2020
- AUM
- $530M
- Per adviser
- $76M
- Advisers
- 7
No reported disclosures
Praetorian Pr LLC
Rincon, PR · Est. 2022
- AUM
- $471M
- Per adviser
- $236M
- Advisers
- 2
No reported disclosures
Alphacentric Advisors LLC
San Juan, PR · Est. 2014
- AUM
- $433M
- Per adviser
- $62M
- Advisers
- 7
Gamma Asset Management LLC
San Juan, PR · Est. 2024
- AUM
- $425M
- Per adviser
- $53M
- Advisers
- 8
No reported disclosures
Oriental Financial Services LLC
San Juan, PR · Est. 2015
- AUM
- $420M
- Per adviser
- $38M
- Advisers
- 11
No reported disclosures
Thomas Wright Asset Management, INC.
San Juan, PR · Est. 2015
- AUM
- $341M
- Per adviser
- $341M
- Advisers
- 1
No reported disclosures
Universal Financial Services INC.
Guaynabo, PR · Est. 2021
- AUM
- $325M
- Per adviser
- $325M
- Advisers
- 1
No reported disclosures
Oriental Trust
San Juan, PR · Est. 2021
- AUM
- $323M
- Per adviser
- $323M
- Advisers
- 1
No reported disclosures
Chapel Bridge Wealth Advisors
San Juan, PR · Est. 2022
- AUM
- $274M
- Per adviser
- $91M
- Advisers
- 3
No reported disclosures
Vrm Penzini Capital L.L.C.
San Juan, PR · Est. 2026
- AUM
- $269M
- Per adviser
- $90M
- Advisers
- 3
No reported disclosures
Arco Global Management, LLC
Guaynabo, PR · Est. 2019
- AUM
- $260M
- Per adviser
- $260M
- Advisers
- 1
No reported disclosures
Fairview Asset Management LLC
San Juan, PR · Est. 2022
- AUM
- $256M
- Per adviser
- $64M
- Advisers
- 4
No reported disclosures
Sygnus Capital Pr LLC
Guaynabo, PR · Est. 2024
- AUM
- $236M
- Per adviser
- $118M
- Advisers
- 2
No reported disclosures
Bluhaus Capital Management LLC
Guaynabo, PR · Est. 2026
- AUM
- $231M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Adrian Day Asset Management
Dorado, PR · Est. 1991
- AUM
- $222M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Vauban Wealth Management
Guaynabo, PR · Est. 2019
- AUM
- $181M
- Per adviser
- $181M
- Advisers
- 1
No reported disclosures
Robostrategy Advisors
San Juan, PR · Est. 2025
- AUM
- $147M
- Per adviser
- $29M
- Advisers
- 5
No reported disclosures
Global Venture Management LLC
San Juan, PR · Est. 2026
- AUM
- $130M
- Per adviser
- $130M
- Advisers
- 1
Rioblanco Capital LLC
San Juan, PR · Est. 2025
- AUM
- $114M
- Per adviser
- $38M
- Advisers
- 3
No reported disclosures
Catalyst International Advisors LLC
San Juan, PR · Est. 2020
- AUM
- $58M
- Per adviser
- $7M
- Advisers
- 8
Equalize Capital LLC
San Juan, PR · Est. 2019
- AUM
- $40M
- Per adviser
- $20M
- Advisers
- 2
No reported disclosures
Centuria Capital Partners LLC
Guaynabo, PR · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Savile Capital Management LLC
San Juan, PR · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures