Investment advisers in Guaynabo, PR
12 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Mission Prime LLC | $2.35 billion | 2 | 0 |
| Connelly Capital Management LLC | $1.05 billion | 2 | 0 |
| Freedom Advisory | $880.6 million | 11 | 0 |
| X-square Capital | $790.9 million | 7 | 0 |
| Atlas Asset Management LLC | $700.6 million | 3 | 0 |
| The Phoenix Fund Advisor LLC | $596.4 million | 15 | 4 |
| Universal Financial Services Inc. | $324.6 million | 3 | 0 |
| Arco Global Management, LLC | $260.4 million | 2 | 0 |
| Sygnus Capital Pr LLC | $236.2 million | 31 | 0 |
| Bluhaus Capital Management LLC | $230.8 million | 3 | 0 |
| Vauban Wealth Management | $181.2 million | 2 | 0 |
| Centuria Capital Partners LLC | $0 | 2 | 1 |