PR · 25 firms
Financial Planners in PR
Advisers offering comprehensive financial planning services. Browse 25 advisers in PR matching this specialty, with fees, team size, and AUM from public SEC filings.
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in PR
MAWER INVESTMENT MANAGEMENT LTD.
Calgary, Alberta, PR
AUM
$40.94B
Team
87 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
403-262-4673
POPULAR SECURITIES, LLC
Hato Rey, PR
AUM
$2.62B
Team
45 advisors
Clients
51-100
Fees
Percentage of AUM; 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES
787-758-7400
TALON LLC
San Juan, PR
AUM
$1.06B
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(352) 751-3200
FREEDOM ADVISORY
Guaynabo, PR
AUM
$880.6M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
787-792-3000
ATON FINANCIAL LLC
San Juan, PR
AUM
$600.9M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
787-725-6070
CONSULTIVA WEALTH MANAGEMENT, CORP.
San Juan, PR
AUM
$532.7M
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
787-763-5868
THOMAS WRIGHT ASSET MANAGEMENT, INC.
San Juan, PR
AUM
$341.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
843-971-4265
CHAPEL BRIDGE WEALTH ADVISORS
San Juan, PR
AUM
$273.6M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-552-8200
LYON BERN, LLC
San Juan, PR
AUM
$76.7M
Team
3 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
787-395-7325
ATLANTIS INVESTMENT COACHING, LLC
San Juan, PR
AUM
$58.4M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(813) 524-7587
CAF INVESTMENTS LLC
Guaynabo, PR
AUM
$40.5M
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(787) 206-1637
ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
Humacao, PR
AUM
$28.1M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
913-491-0868
INTUITIVO LLC
Guaynabo, PR
AUM
$16.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(787) 366-0255
PARITER WEALTH MANAGEMENT GROUP LLC
Guaynabo, PR
AUM
$10.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
787-781-2555
CHINEA WEALTH MANAGEMENT LLC
Guaynabo, PR
AUM
$530K
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(787) 416-0804
MAINSTREET ADVISORS, LLC
San Juan, PR
AUM
$0
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
787-923-7790
MCKENZIE INVESTMENT ADVISORS LLC
Guaynabo, PR
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
787-671-4763
NEGRON-RAMOS LLC
San Juan, PR
AUM
—
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
787-363-4787
AUM
$123.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
787-585-8095
FINANXIAL INVESTMENT ADVISORS, CORP
San Juan, PR
AUM
$82.0M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; FEE SCHEDULE
(787) 758-8234
SELECT ADVISORY GROUP INC
San Juan, PR
AUM
$80.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
787-969-3939
FRA SERVICES INC.
San Juan, PR
AUM
$69.0M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Subscription fees +2 more
786-536-6118
AUM
$27.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
787-919-7788
ESI ADVISORS
Ponce, PR
AUM
$1.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
787-647-9843
177 total advisers in PR. Browse all PR advisors