Best Financial Advisors in SAN JUAN, PR
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SAN JUAN
Page 1 of 2 · 27 firms
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
SAN JUAN, PR · Since 2015
POPULAR ASSET MANAGEMENT
SAN JUAN, PR · Since 2021
THOMAS WRIGHT ASSET MANAGEMENT, INC.
SAN JUAN, PR · Since 2015
TALON LLC
SAN JUAN, PR · Since 2019
UBS ASSET MANAGERS OF PUERTO RICO
SAN JUAN, PR · Since 2021
ORIENTAL TRUST
SAN JUAN, PR · Since 2021
EQUALIZE CAPITAL LLC
SAN JUAN, PR · Since 2019
GAMMA ASSET MANAGEMENT LLC
SAN JUAN, PR · Since 2024
FAIRVIEW ASSET MANAGEMENT LLC
SAN JUAN, PR · Since 2022
SAVILE CAPITAL MANAGEMENT LLC
SAN JUAN, PR · Since 2025
FP STRATEGIES
SAN JUAN, PR · Since 2025
LONG FOCUS CAPITAL MANAGEMENT LLC
SAN JUAN, PR · Since 2022
LINSE CAPITAL LLC
SAN JUAN, PR · Since 2018
PARLIAMENT CAPITAL MANAGEMENT, LLC
SAN JUAN, PR · Since 2021
ATON FINANCIAL LLC
SAN JUAN, PR · Since 2018
CELERES CAPITAL ADVISORS, LLC
SAN JUAN, PR · Since 2019
TC LATIN AMERICA PARTNERS LLC
SAN JUAN, PR · Since 2020
CHAPEL BRIDGE WEALTH ADVISORS
SAN JUAN, PR · Since 2022
VRM PENZINI CAPITAL L.L.C.
SAN JUAN, PR · Since 2026
CONSULTIVA WEALTH MANAGEMENT, CORP.
SAN JUAN, PR · Since 2000
ALPHACENTRIC ADVISORS LLC
SAN JUAN, PR · Since 2014
CATALYST INTERNATIONAL ADVISORS LLC
SAN JUAN, PR · Since 2020
RATIONAL ADVISORS, INC.
SAN JUAN, PR · Since 2001
CATALYST CAPITAL ADVISORS LLC
SAN JUAN, PR · Since 2006
GLOBAL VENTURE MANAGEMENT LLC
SAN JUAN, PR · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SAN JUAN?
The median advisory fee in SAN JUAN, PR is 0.95% of assets under management per year, based on Form ADV filings from 27 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.