Financial advisers in Guaynabo, PR
12 registered investment adviser firms in Guaynabo managing $7.6B in assets, based on public SEC Form ADV filings.
Mission Prime LLC
Guaynabo, PR · Est. 2022
Regional
- AUM
- $2.3B
- Per adviser
- $1.2B
- Advisers
- 2
No reported disclosures
Connelly Capital Management LLC
Guaynabo, PR · Est. 2024
Local
- AUM
- $1.1B
- Per adviser
- $527M
- Advisers
- 2
No reported disclosures
Freedom Advisory
Guaynabo, PR · Est. 2017
Local
- AUM
- $881M
- Per adviser
- $147M
- Advisers
- 6
No reported disclosures
X-Square Capital
Guaynabo, PR · Est. 2015
Local
- AUM
- $791M
- Per adviser
- $113M
- Advisers
- 7
No reported disclosures
Atlas Asset Management LLC
Guaynabo, PR · Est. 2020
Local
- AUM
- $701M
- Per adviser
- $350M
- Advisers
- 2
No reported disclosures
The Phoenix Fund Advisor LLC
Guaynabo, PR · Est. 2023
Local
- AUM
- $596M
- Per adviser
- $596M
- Advisers
- 1
No reported disclosures
Universal Financial Services INC.
Guaynabo, PR · Est. 2021
Local
- AUM
- $325M
- Per adviser
- $325M
- Advisers
- 1
No reported disclosures
Arco Global Management, LLC
Guaynabo, PR · Est. 2019
LocalInternational
- AUM
- $260M
- Per adviser
- $260M
- Advisers
- 1
No reported disclosures
Sygnus Capital Pr LLC
Guaynabo, PR · Est. 2024
Local
- AUM
- $236M
- Per adviser
- $118M
- Advisers
- 2
No reported disclosures
Bluhaus Capital Management LLC
Guaynabo, PR · Est. 2026
Local
- AUM
- $231M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Vauban Wealth Management
Guaynabo, PR · Est. 2019
LocalInternational
- AUM
- $181M
- Per adviser
- $181M
- Advisers
- 1
No reported disclosures
Centuria Capital Partners LLC
Guaynabo, PR · Est. 2026
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures