Investment advisers in San Juan, PR

28 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
Catalyst Capital Advisors LLC	$10.30 billion	17	4
Applied Finance Capital Management, LLC	$4.44 billion	3	0
Popular Asset Management	$3.71 billion	15	0
Rational Advisors, Inc.	$2.56 billion	17	4
Long Focus Capital Management LLC	$2.44 billion	11	0
Linse Capital LLC	$1.71 billion	5	0
Ubs Asset Managers of Puerto Rico	$1.38 billion	6	1
Parliament Capital Management, LLC	$1.15 billion	19	0
Talon LLC	$1.06 billion	22	0
Aton Financial LLC	$600.9 million	9	0
Celeres Capital Advisors, LLC	$534.8 million	4	0
Consultiva Wealth Management, Corp.	$532.7 million	25	2
Tc Latin America Partners LLC	$529.7 million	9	0
Alphacentric Advisors LLC	$433.1 million	11	4
Gamma Asset Management LLC	$424.8 million	13	0
Oriental Financial Services LLC	$419.6 million	28	1
Thomas Wright Asset Management, Inc.	$341.3 million	1	0
Oriental Trust	$322.6 million	9	0
Chapel Bridge Wealth Advisors	$273.6 million	3	0
Vrm Penzini Capital L.L.C.	$269.2 million	4	0
Fairview Asset Management LLC	$256.0 million	4	0
Rioblanco Capital LLC	$172.0 million	17	3
Robostrategy Advisors	$146.5 million	8	0
Global Venture Management LLC	$130.0 million	1	4
Catalyst International Advisors LLC	$58.0 million	15	4
Equalize Capital LLC	$39.5 million	4	0
Savile Private Wealth LLC	$0	2	0
Savile Capital Management LLC	$0	3	0