Investment adviser firms in SAN JUAN, Puerto Rico
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
27 firms · Source months shown: August 2026
- ALPHACENTRIC ADVISORS LLCCRD 170679 · SAN JUAN, PR$433,084,612.00Regulatory AUM · August 2026
- APPLIED FINANCE CAPITAL MANAGEMENT, LLCCRD 226755 · SAN JUAN, PR$4,443,037,725.00Regulatory AUM · August 2026
- ATON FINANCIAL LLCCRD 173070 · SAN JUAN, PR$600,886,180.00Regulatory AUM · August 2026
- CATALYST CAPITAL ADVISORS LLCCRD 139895 · SAN JUAN, PR$10,302,566,935.00Regulatory AUM · August 2026
- CATALYST INTERNATIONAL ADVISORS LLCCRD 306592 · SAN JUAN, PR$58,019,919.00Regulatory AUM · August 2026
- CELERES CAPITAL ADVISORS, LLCCRD 304581 · SAN JUAN, PR$534,776,966.00Regulatory AUM · August 2026
- CHAPEL BRIDGE WEALTH ADVISORS, LLCCRD 313295 · SAN JUAN, PR$273,603,001.00Regulatory AUM · August 2026
- CONSULTIVA WEALTH MANAGEMENT, CORP.CRD 111846 · SAN JUAN, PR$532,694,447.00Regulatory AUM · August 2026
- EQUALIZE CAPITAL LLCCRD 300640 · SAN JUAN, PR$39,534,235.00Regulatory AUM · August 2026
- FAIRVIEW ASSET MANAGEMENT LLCCRD 322976 · SAN JUAN, PR$256,000,000.00Regulatory AUM · August 2026
- FP STRATEGIES LLCCRD 337701 · SAN JUAN, PR$146,533,127.00Regulatory AUM · August 2026
- GAMMA ASSET MANAGEMENT LLCCRD 300050 · SAN JUAN, PR$424,799,105.00Regulatory AUM · August 2026
- GLOBAL VENTURE MANAGEMENT LLCCRD 324517 · SAN JUAN, PR$130,000,000.00Regulatory AUM · August 2026
- LINSE CAPITAL LLCCRD 289222 · SAN JUAN, PR$1,708,821,632.00Regulatory AUM · August 2026
- LONG FOCUS CAPITAL MANAGEMENT LLCCRD 322024 · SAN JUAN, PR$2,436,534,455.00Regulatory AUM · August 2026
- ORIENTAL BANKCRD 312982 · SAN JUAN, PR$322,613,665.00Regulatory AUM · August 2026
- ORIENTAL FINANCIAL SERVICES LLCCRD 29753 · SAN JUAN, PR$419,555,784.00Regulatory AUM · August 2026
- PARLIAMENT CAPITAL MANAGEMENT, LLCCRD 194513 · SAN JUAN, PR$1,151,174,999.00Regulatory AUM · August 2026
- POPULAR ASSET MANAGEMENT LLCCRD 313653 · SAN JUAN, PR$3,711,499,806.00Regulatory AUM · August 2026
- RATIONAL ADVISORS, INC.CRD 111452 · SAN JUAN, PR$2,562,080,825.00Regulatory AUM · August 2026
- RIOBLANCO CAPITAL LLCCRD 325702 · SAN JUAN, PR$171,968,389.00Regulatory AUM · August 2026
- SAVILE CAPITAL MANAGEMENT LLCCRD 337692 · SAN JUAN, PRNot availableRegulatory AUM · August 2026
- TALON LLCCRD 298714 · SAN JUAN, PR$1,060,316,193.00Regulatory AUM · August 2026
- TC LATIN AMERICA PARTNERS LLCCRD 307441 · SAN JUAN, PR$529,705,368.00Regulatory AUM · August 2026
- THOMAS WRIGHT ASSET MANAGEMENT, INC.CRD 105192 · SAN JUAN, PR$341,270,603.00Regulatory AUM · August 2026
- UBS TRUST COMPANY OF PUERTO RICOCRD 313696 · SAN JUAN, PR$1,377,018,437.00Regulatory AUM · August 2026
- VRM PENZINI CAPITAL L.L.C.CRD 336315 · SAN JUAN, PR$269,217,587.00Regulatory AUM · August 2026