Falists

PR · 112 advisers

Financial Advisors in San Juan, PR

Looking for a financial advisor in San Juan, PR? Falists indexes 112 SEC-registered and state-registered investment advisers in San Juan — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 60 firms list a website you can visit directly. Firms in this directory manage up to $10.30B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

112

With website

60

Largest AUM

$10.30B

Financial planning

13

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth34Planning13Trusts12Retirement11Institutional24

Top advisors in San Juan

Ranked by AUM · Fees, team & specialties at a glance

View all 112 →

TALON LLC

San Juan, PR

AUM

$1.06B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

8 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(352) 751-3200

Full profileVisit site →
View all 112 advisors in San Juan

More cities in PR

Guaynabo (33)Dorado (9)Humacao (3)Caguas (2)Carolina (2)Rincon (2)Calgary, Alberta (1)Gurabo (1)Hatillo (1)Hato Rey (1)Manati (1)Old San Juan (1)

Common questions

How many financial advisors are in San Juan, PR?
112 registered investment advisers are listed in our San Juan directory, sourced from public SEC filings.
What types of advisors are in San Juan?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in San Juan?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.