Investment adviser firms in Puerto Rico
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
48 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
- ARCO GLOBAL MANAGEMENT, LLCCRD 287921 · GUAYNABO, PR$260,411,274.00Regulatory AUM · August 2026
- ATLAS ASSET MANAGEMENT LLCCRD 173561 · GUAYNABO, PR$700,609,861.00Regulatory AUM · August 2026
- ATON FINANCIAL LLCCRD 173070 · SAN JUAN, PR$600,886,180.00Regulatory AUM · August 2026
- BLUHAUS CAPITAL MANAGEMENT LLCCRD 323884 · GUAYNABO, PR$230,812,513.00Regulatory 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
- CENTURIA CAPITAL PARTNERS LLCCRD 339596 · GUAYNABO, PRNot availableRegulatory AUM · August 2026
- CHAPEL BRIDGE WEALTH ADVISORS, LLCCRD 313295 · SAN JUAN, PR$273,603,001.00Regulatory AUM · August 2026
- CONNELLY CAPITAL MANAGEMENT LLCCRD 324104 · GUAYNABO, PR$1,054,080,727.00Regulatory 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
- EURO PACIFIC ASSET MANAGEMENT, LLCCRD 152922 · DORADO, PR$2,180,629,620.00Regulatory 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
- FREEDOM ADVISORY, LLCCRD 147546 · GUAYNABO, PR$880,642,243.00Regulatory AUM · August 2026
- GAMMA ASSET MANAGEMENT LLCCRD 300050 · SAN JUAN, PR$424,799,105.00Regulatory AUM · August 2026
- GLOBAL STRATEGIC MANAGEMENT INCCRD 105985 · DORADO, PR$221,643,624.00Regulatory 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
- LYNX1 CAPITAL MANAGEMENT LPCRD 310301 · DORADO, PR$626,680,245.00Regulatory AUM · August 2026
- MISSION PRIME LLCCRD 318328 · GUAYNABO, PR$2,347,603,297.00Regulatory 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
- PLEASANT LAKE PARTNERS LLCCRD 304281 · RINCON, PR$2,055,856,750.00Regulatory AUM · August 2026
- POPULAR ASSET MANAGEMENT LLCCRD 313653 · SAN JUAN, PR$3,711,499,806.00Regulatory AUM · August 2026
- POPULAR SECURITIES, LLCCRD 8096 · HATO REY, PR$2,620,503,498.00Regulatory AUM · August 2026
- PRAETORIAN PR LLCCRD 323280 · RINCON, PR$471,328,732.00Regulatory 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
- SAVA CAPITAL LLCCRD 335379 · DORADO, PR$1,000,000,000.00Regulatory AUM · August 2026
- SAVILE CAPITAL MANAGEMENT LLCCRD 337692 · SAN JUAN, PRNot availableRegulatory AUM · August 2026
- SWAN GLOBAL MANAGEMENT LLCCRD 173621 · HUMACAO, PR$2,388,188,410.00Regulatory AUM · August 2026
- SYGNUS CAPITAL PR LLCCRD 283447 · GUAYNABO, PR$236,183,301.00Regulatory 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
- THE PHOENIX FUND ADVISOR LLCCRD 316384 · GUAYNABO, PR$596,381,715.00Regulatory AUM · August 2026
- THOMAS WRIGHT ASSET MANAGEMENT, INC.CRD 105192 · SAN JUAN, PR$341,270,603.00Regulatory AUM · August 2026
- TROLUCE CAPITAL ADVISORS LLCCRD 313120 · DORADO, PR$2,242,396,280.00Regulatory AUM · August 2026
- UBS TRUST COMPANY OF PUERTO RICOCRD 313696 · SAN JUAN, PR$1,377,018,437.00Regulatory AUM · August 2026
- UNIVERSAL FINANCIAL SERVICES INC.CRD 131558 · GUAYNABO, PR$324,554,949.00Regulatory AUM · August 2026
- VAUBAN WEALTH MANAGEMENTCRD 305222 · GUAYNABO, PR$181,187,478.00Regulatory AUM · August 2026
- VRM PENZINI CAPITAL L.L.C.CRD 336315 · SAN JUAN, PR$269,217,587.00Regulatory AUM · August 2026
- X-SQUARE CAPITAL, LLCCRD 167237 · GUAYNABO, PR$790,900,970.00Regulatory AUM · August 2026