Get the app
Scan, or open the download page
LanguageEnglish · more soon
Star the stocks you care about and follow their prices and news in one place.
Start your Watchlist160 investment advisory firms are registered with a main office in Puerto Rico, together advising $56B for 12,813 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
San Juan · SEC-registered
|
$10.3B | 19 | 17 | Flagged |
| 2 |
San Juan · SEC-registered
|
$4.4B | 19 | 3 | Clean |
| 3 |
San Juan · SEC-registered
|
$3.7B | 5 | 15 | Clean |
| 4 |
Hato Rey · SEC-registered
|
$2.6B | 2,403 | 91 | Flagged |
| 5 |
San Juan · SEC-registered
|
$2.6B | 13 | 17 | Flagged |
| 6 |
San Juan · SEC-registered
|
$2.4B | 3 | 11 | Clean |
| 7 |
Humacao · SEC-registered
|
$2.4B | 1,231 | 3 | Clean |
| 8 |
Guaynabo · SEC-registered
|
$2.3B | 3 | 2 | Clean |
| 9 |
Dorado · SEC-registered
|
$2.2B | 7 | 5 | Clean |
| 10 |
Dorado · SEC-registered
|
$2.2B | 3,661 | 14 | Flagged |
| 11 |
Rincon · SEC-registered
|
$2.1B | 11 | 19 | Clean |
| 12 |
San Juan · SEC-registered
|
$1.7B | 18 | 5 | Clean |
| 13 |
San Juan · SEC-registered
|
$1.4B | 19 | 6 | Flagged |
| 14 |
San Juan · SEC-registered
|
$1.2B | 23 | 19 | Clean |
| 15 |
San Juan · SEC-registered
|
$1.1B | 1,921 | 22 | Clean |
| 16 |
Guaynabo · SEC-registered
|
$1.1B | 3 | 2 | Clean |
| 17 |
Dorado · SEC-registered
|
$1.0B | 1 | 5 | Clean |
| 18 |
Guaynabo · SEC-registered
|
$880.6M | 528 | 11 | Clean |
| 19 |
Guaynabo · SEC-registered
|
$790.9M | 326 | 7 | Clean |
| 20 |
Guaynabo · SEC-registered
|
$700.6M | 19 | 3 | Clean |
| 21 |
Dorado · SEC-registered
|
$626.7M | 5 | 5 | Clean |
| 22 |
San Juan · SEC-registered
|
$600.9M | 274 | 9 | Clean |
| 23 |
Guaynabo · SEC-registered
|
$596.4M | 2 | 15 | Flagged |
| 24 |
San Juan · SEC-registered
|
$534.8M | 2 | 4 | Clean |
| 25 |
San Juan · SEC-registered
|
$532.7M | 137 | 25 | Flagged |
| 26 |
San Juan · SEC-registered
|
$529.7M | 9 | 9 | Clean |
| 27 |
Rincon · SEC-registered
|
$471.3M | 2 | 4 | Clean |
| 28 |
San Juan · SEC-registered
|
$433.1M | 6 | 11 | Flagged |
| 29 |
San Juan · SEC-registered
|
$424.8M | 103 | 13 | Clean |
| 30 |
San Juan · SEC-registered
|
$419.6M | 468 | 28 | Flagged |
| 31 |
San Juan · SEC-registered
|
$341.3M | 30 | 1 | Clean |
| 32 |
Guaynabo · SEC-registered
|
$324.6M | 1 | 3 | Clean |
| 33 |
San Juan · SEC-registered
|
$322.6M | 2 | 9 | Clean |
| 34 |
San Juan · SEC-registered
|
$273.6M | 25 | 3 | Clean |
| 35 |
San Juan · SEC-registered
|
$269.2M | 12 | 4 | Clean |
| 36 |
Guaynabo · SEC-registered
|
$260.4M | 1 | 2 | Clean |
| 37 |
San Juan · SEC-registered
|
$256.0M | 10 | 4 | Clean |
| 38 |
Guaynabo · SEC-registered
|
$236.2M | 15 | 31 | Clean |
| 39 |
Guaynabo · SEC-registered
|
$230.8M | 14 | 3 | Clean |
| 40 |
Dorado · SEC-registered
|
$221.6M | 147 | 3 | Clean |
| 41 |
Guaynabo · SEC-registered
|
$181.2M | 59 | 2 | Clean |
| 42 |
San Juan · SEC-registered
|
$172.0M | 16 | 17 | Flagged |
| 43 |
San Juan · SEC-registered
|
$146.5M | 1 | 8 | Clean |
| 44 |
San Juan · SEC-registered
|
$130.0M | 2 | 1 | Flagged |
| 45 |
San Juan · State-registered
|
$82.0M | 69 | 6 | Clean |
| 46 |
San Juan · State-registered
|
$80.9M | 10 | 1 | Flagged |
| 47 |
San Juan · State-registered
|
$76.7M | 212 | 5 | Flagged |
| 48 |
San Juan · State-registered
|
$69.0M | 2 | 3 | Flagged |
| 49 |
San Juan · State-registered
|
$59.6M | 4 | 1 | Clean |
| 50 |
Guaynabo · State-registered
|
$59.6M | 54 | 2 | Clean |
| 51 |
San Juan · State-registered
|
$58.4M | 122 | 4 | Clean |
| 52 |
San Juan · SEC-registered
|
$58.0M | 1 | 15 | Flagged |
| 53 |
Guaynabo · State-registered
|
$40.5M | 438 | 7 | Flagged |
| 54 |
San Juan · SEC-registered
|
$39.5M | 2 | 4 | Clean |
| 55 |
Old San Juan · State-registered
|
$29.0M | 56 | 3 | Clean |
| 56 |
Humacao · State-registered
|
$28.1M | 58 | 1 | Clean |
| 57 |
Guaynabo · State-registered
|
$27.4M | 62 | 1 | Clean |
| 58 |
Guaynabo · State-registered
|
$16.5M | 76 | 1 | Clean |
| 59 |
San Juan · State-registered
|
$14.0M | 3 | 3 | Clean |
| 60 |
Guaynabo · State-registered
|
$10.6M | 27 | 3 | Flagged |
| 61 |
Ponce · State-registered
|
$1.3M | 8 | 1 | Clean |
| 62 |
Guaynabo · State-registered
|
$530K | 2 | 1 | Clean |
| 63 |
San Juan · State-registered
|
$55K | 12 | 3 | Clean |
| 64 |
Guaynabo · SEC-registered
|
- | - | 2 | Flagged |
| 65 |
San Juan · State-registered
|
- | - | 1 | Flagged |
| 66 |
Caguas · State-registered
|
- | - | 0 | Clean |
| 67 |
Caguas · State-registered
|
- | - | 0 | Clean |
| 68 |
Carolina · State-registered
|
- | - | 1 | Clean |
| 69 |
Carolina · State-registered
|
- | - | 0 | Clean |
| 70 |
Dorado · State-registered
|
- | - | 0 | Clean |
| 71 |
Dorado · State-registered
|
- | - | 0 | Clean |
| 72 |
Dorado · State-registered
|
- | - | 0 | Clean |
| 73 |
Guaynabo · State-registered
|
- | - | 2 | Clean |
| 74 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 75 |
Guaynabo · State-registered
|
- | - | 0 | Flagged |
| 76 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 77 |
Guaynabo · State-registered
|
- | - | 1 | Clean |
| 78 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 79 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 80 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 81 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 82 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 83 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 84 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 85 |
Guaynabo · State-registered
|
- | - | 0 | Clean |
| 86 |
Gurabo · State-registered
|
- | - | 0 | Clean |
| 87 |
Humacao · State-registered
|
- | - | 0 | Clean |
| 88 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 89 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 90 |
San Juan · State-registered
|
- | - | 1 | Clean |
| 91 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 92 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 93 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 94 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 95 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 96 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 97 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 98 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 99 |
San Juan · State-registered
|
- | - | 0 | Clean |
| 100 |
San Juan · State-registered
|
- | - | 0 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Puerto Rico by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.