RIA Intelligence

Investment Advisers in Puerto Rico

134 registered firms

Sort by: AUM Name Employees Last Updated
ALPHACENTRIC ADVISORS LLC
CRD #170679 SAN JUAN, PR
SEC Disclosures
AUM
$495M
Employees
10
KENT LAKE PR LLC
CRD #299642 RINCON, PR
SEC Private Funds
AUM
$470.8M
Employees
1
ATON FINANCIAL LLC
CRD #173070 SAN JUAN, PR
SEC Private Funds
AUM
$469.1M
Employees
9
SANTANDER ASSET MANAGEMENT, LLC
CRD #109399 GUAYNABO, PR
SEC
AUM
$467.7M
Employees
16
CONSULTIVA WEALTH MANAGEMENT, CORP.
CRD #111846 SAN JUAN, PR
SEC Disclosures
AUM
$429.7M
Employees
24
ORIENTAL FINANCIAL SERVICES LLC
CRD #29753 SAN JUAN, PR
SEC
AUM
$360.6M
Employees
30
UNIVERSAL FINANCIAL SERVICES INC.
CRD #131558 GUAYNABO, PR
SEC
AUM
$337.5M
Employees
3
PRAETORIAN PR LLC
CRD #323280 RINCON, PR
SEC Private Funds
AUM
$335.6M
Employees
8
THOMAS WRIGHT ASSET MANAGEMENT, INC.
CRD #105192 SAN JUAN, PR
SEC
AUM
$320.1M
Employees
1
ORIENTAL BANK
CRD #312982 SAN JUAN, PR
SEC
AUM
$311.2M
Employees
9
LYNX1 CAPITAL MANAGEMENT LP
CRD #310301 DORADO, PR
SEC Private Funds
AUM
$310.3M
Employees
5
GAMMA ASSET MANAGEMENT LLC
CRD #300050 SAN JUAN, PR
SEC
AUM
$269.2M
Employees
10
ARCO GLOBAL MANAGEMENT, LLC
CRD #287921 GUAYNABO, PR
SEC Private Funds
AUM
$266.9M
Employees
2
FAIRVIEW ASSET MANAGEMENT LLC
CRD #322976 SAN JUAN, PR
SEC Private Funds
AUM
$266.5M
Employees
1
VALIVIAN ADVISORS LLC
CRD #156511 SAN JUAN, PR
SEC Private Funds
AUM
$217M
Employees
4
CHAPEL BRIDGE WEALTH ADVISORS, LLC
CRD #313295 SAN JUAN, PR
SEC Private Funds
AUM
$182.1M
Employees
3
PASKEWITZ ASSET MANAGEMENT, LLC
CRD #160317 SAN JUAN, PR
SEC
AUM
$178M
Employees
1
THINKBETTER GROUP LLC
CRD #300530 LUGUILLO, PR
SEC
AUM
$174.5M
Employees
3
STRATEGIC CAPITAL FUND ADVISORS, LLC
CRD #316910 DORADO, PR
Private Funds
AUM
$166.7M
Employees
6
BOND STREET MANAGEMENT LLC
CRD #164864 GUAYNABO, PR
SEC Private Funds
AUM
$153M
Employees
6
VAUBAN WEALTH MANAGEMENT
CRD #305222 GUAYNABO, PR
SEC
AUM
$148.7M
Employees
2
SYGNUS CAPITAL PR LLC
CRD #283447 GUAYNABO, PR
SEC Private Funds
AUM
$134.6M
Employees
29
ARCO CAPITAL MANAGEMENT, LLC
CRD #143157 GUAYNABO, PR
SEC Private Funds
AUM
$118M
Employees
6
GLOBAL STRATEGIC MANAGEMENT INC
CRD #105985 DORADO, PR
SEC
AUM
$117.6M
Employees
3
RIOBLANCO CAPITAL LLC
CRD #325702 SAN JUAN, PR
SEC Private Funds
AUM
$109.6M
Employees
15