Adviser Record

Investment advisers in PR

49 SEC-registered firms · $55.65 billion in regulatory assets · 13 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
Adrian Day Asset ManagementDorado$221.6 million0
Alphacentric Advisors LLCSan Juan$433.1 million4
Applied Finance Capital Management, LLCSan Juan$4.44 billion0
Arco Global Management, LLCGuaynabo$260.4 million0
Atlas Asset Management LLCGuaynabo$700.6 million0
Aton Financial LLCSan Juan$600.9 million0
Bluhaus Capital Management LLCGuaynabo$230.8 million0
Catalyst Capital Advisors LLCSan Juan$10.30 billion4
Catalyst International Advisors LLCSan Juan$58.0 million4
Celeres Capital Advisors, LLCSan Juan$534.8 million0
Centuria Capital Partners LLCGuaynabo$01
Chapel Bridge Wealth AdvisorsSan Juan$273.6 million0
Connelly Capital Management LLCGuaynabo$1.05 billion0
Consultiva Wealth Management, Corp.San Juan$532.7 million2
Equalize Capital LLCSan Juan$39.5 million0
Euro Pacific Asset Management, LLCDorado$2.18 billion1
Fairview Asset Management LLCSan Juan$256.0 million0
Freedom AdvisoryGuaynabo$880.6 million0
Gamma Asset Management LLCSan Juan$424.8 million0
Global Venture Management LLCSan Juan$130.0 million4
Linse Capital LLCSan Juan$1.71 billion0
Long Focus Capital Management LLCSan Juan$2.44 billion0
Lynx1 Capital Management LPDorado$626.7 million0
Mission Prime LLCGuaynabo$2.35 billion0
Oriental Financial Services LLCSan Juan$419.6 million1
Oriental TrustSan Juan$322.6 million0
Parliament Capital Management, LLCSan Juan$1.15 billion0
Pleasant Lake Partners LLCRincon$2.06 billion0
Popular Asset ManagementSan Juan$3.71 billion0
Popular Securities, LLCHato Rey$2.62 billion3
Praetorian Pr LLCRincon$471.3 million0
Rational Advisors, Inc.San Juan$2.56 billion4
Rioblanco Capital LLCSan Juan$172.0 million3
Robostrategy AdvisorsSan Juan$146.5 million0
Sava Capital LLCDorado$1.00 billion0
Savile Capital Management LLCSan Juan$00
Savile Private Wealth LLCSan Juan$00
Swan Global ManagementHumacao$2.39 billion0
Sygnus Capital Pr LLCGuaynabo$236.2 million0
Talon LLCSan Juan$1.06 billion0
Tc Latin America Partners LLCSan Juan$529.7 million0
The Phoenix Fund Advisor LLCGuaynabo$596.4 million4
Thomas Wright Asset Management, Inc.San Juan$341.3 million0
Troluce Capital Advisors LLCDorado$2.24 billion0
Ubs Asset Managers of Puerto RicoSan Juan$1.38 billion1
Universal Financial Services Inc.Guaynabo$324.6 million0
Vauban Wealth ManagementGuaynabo$181.2 million0
Vrm Penzini Capital L.L.C.San Juan$269.2 million0
X-square CapitalGuaynabo$790.9 million0