Financial advisers in San Juan, PR
27 registered investment adviser firms in San Juan managing $34.2B in assets, based on public SEC Form ADV filings.
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
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
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
Aton Financial LLC
San Juan, PR · Est. 2018
- AUM
- $601M
- Per adviser
- $86M
- Advisers
- 7
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
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
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
Fairview Asset Management LLC
San Juan, PR · Est. 2022
- AUM
- $256M
- Per adviser
- $64M
- Advisers
- 4
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
Savile Capital Management LLC
San Juan, PR · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures