Advisor directory

Financial advisors in Puerto Rico

349 active registered advisors in Puerto Rico, across 18 cities and 37 firms. The biggest cities are below; narrow by firm, or search a name.

Cities in Puerto Rico

The largest firms in Puerto Rico

Ranked by the assets they manage.

  • Merrill Lynch, Pierce, Fenner & Smith Incorporated51 advisors · $1.8T
  • UBS Financial Services Inc.51 advisors · $916B
  • LPL Financial LLC2 advisors · $819B
  • Raymond James Financial Services Advisors, INC9 advisors · $390B
  • Cetera Investment Advisers LLC8 advisors · $257B
  • Osaic Wealth, Inc.7 advisors · $235B
  • Empower Advisory Group, LLC1 advisor · $195B
  • MML Investors Services, LLC30 advisors · $116B
  • Kestra Advisory Services, LLC1 advisor · $79.8B
  • Equitable Advisors, LLC19 advisors · $47.3B
  • Oppenheimer & CO. Inc.1 advisor · $36.7B
  • Primerica Advisors17 advisors · $15.5B

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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