PR · 72 firms
Wealth Managers in PR
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 72 advisers in PR matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Wealth Management 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
CATALYST CAPITAL ADVISORS LLC
San Juan, PR
AUM
$10.30B
Team
8 advisors
Clients
0
Fees
Percentage of AUM
6467578387
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
San Juan, PR
AUM
$4.44B
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-673-0400
POPULAR ASSET MANAGEMENT
San Juan, PR
AUM
$3.71B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
787-754-4488
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
RATIONAL ADVISORS, INC.
San Juan, PR
AUM
$2.56B
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6467578387
SWAN GLOBAL MANAGEMENT
Humacao, PR
AUM
$2.39B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
970-382-9055
TROLUCE CAPITAL ADVISORS LLC
Dorado, PR
AUM
$2.24B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-347-8801
EURO PACIFIC ASSET MANAGEMENT, LLC
Dorado, PR
AUM
$2.18B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
1-866-878-2881
PLEASANT LAKE PARTNERS LLC
Rincon, PR
AUM
$2.06B
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-363-4458
LINSE CAPITAL LLC
San Juan, PR
AUM
$1.71B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
775-298-5350
UBS ASSET MANAGERS OF PUERTO RICO
San Juan, PR
AUM
$1.38B
Team
6 advisors
Clients
—
Fees
Percentage of AUM
787-773-3888
AUM
$1.28B
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6466193629
PARLIAMENT CAPITAL MANAGEMENT, LLC
San Juan, PR
AUM
$1.15B
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(787) 200-9004
TALON LLC
San Juan, PR
AUM
$1.06B
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(352) 751-3200
CONNELLY CAPITAL MANAGEMENT LLC
Guaynabo, PR
AUM
$1.05B
Team
2 advisors
Clients
0
Fees
Percentage of AUM; A STATED PERCENTAGE OF TAX SAVINGS.
787-231-8042
FREEDOM ADVISORY
Guaynabo, PR
AUM
$880.6M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
787-792-3000
X-SQUARE CAPITAL
Guaynabo, PR
AUM
$790.9M
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
787-282-1621
ATLAS ASSET MANAGEMENT LLC
Guaynabo, PR
AUM
$700.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
787 781-1301
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
THE PHOENIX FUND ADVISOR LLC
Guaynabo, PR
AUM
$596.4M
Team
1 advisors
Clients
—
Fees
Performance-based fees
787-510-6600
CELERES CAPITAL ADVISORS, LLC
San Juan, PR
AUM
$534.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-481-0469
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
TC LATIN AMERICA PARTNERS LLC
San Juan, PR
AUM
$529.7M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-289-3310
177 total advisers in PR. Browse all PR advisors