RIA firms in Puerto Rico
836 RIA firms are registered or notice filed in Puerto Rico: 130 state registered and 706 federally registered. 135 are headquartered here.
Another 22 state registered advisers with no address on file are registered only in Puerto Rico. 29 exempt reporting advisers also file in Puerto Rico and are not counted as RIA firms. #34 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Puerto Rico, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Popular Securities, LLCalso a Broker Dealer | 58 | $2.6B | Federally registered | San Juan |
| Popular Asset Management | 12 | $3.7B | Federally registered | San Juan |
| Oriental Financial Services LLCalso a Broker Dealer | 12 | $42M | Federally registered | San Juan |
| Consultiva Wealth Management, Corp. | 11 | $533M | Federally registered | San Juan |
| Euro Pacific Asset Management, LLC | 10 | $2.2B | Federally registered | Dorado |
| Parliament Capital Management, LLC | 9 | $1.2B | Federally registered | San Juan |
| X-Square Capital | 8 | $791M | Federally registered | Guaynabo |
| Catalyst Capital Advisors LLC | 7 | $10.3B | Federally registered | San Juan |
| Aton Financial LLC | 7 | $601M | Federally registered | San Juan |
| Freedom Advisory | 6 | $881M | Federally registered | Guaynabo |
Most advisers based in Puerto Rico
Advisers registered and working in Puerto Rico, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Puerto Rico that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $54.6B
- Firms reporting
- 60
- Median, federally registered
- $535M
- Median, state registered
- $29M
How they charge
Share of the 70 firms headquartered here that report their fees.
Who they serve
Share of the 61 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Puerto Rico RIA firms, answered.
How many RIA firms are registered in Puerto Rico?
836 RIA firms are registered or notice filed in Puerto Rico: 130 state registered and 706 federally registered. 135 are headquartered there.
Which RIA firms in Puerto Rico have the most advisers?
Popular Securities, LLC (58 advisers), Popular Asset Management (12 advisers) and Oriental Financial Services LLC (12 advisers).
How much do RIA firms in Puerto Rico manage?
The 60 RIA firms headquartered in Puerto Rico that report assets report $54.6B in total. The median is $535M for federally registered firms and $29M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Puerto Rico counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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