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Find Retirement Advisors for Retirement Planning in Puerto Rico

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 15 Retirement Planning firms in Puerto Rico (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

53 Palmeras St, Suite 601
San Juan, PR, 00901
$7,908,935,8321812
A percentage of AUM
2

53 Calle Palmeras, Suite 601
San Juan, PR, 00901
$4,385,973,90531473
A percentage of AUM, Fixed fees, Performance Based
3

1250 Avenue Ponce De Leon, Suite 301, Pmb 0501
San Juan, PR, 00907
$2,584,254,30521
A percentage of AUM, Performance Based
4

Popular Center, 208 Ponce De Leon, Suite 1200
Hato Rey, PR, 00918
$2,228,633,350253095
A percentage of AUM, Other (12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES)
5

53 Palmeras St., Suite 601
San Juan, PR, 00901
$2,218,085,7271112
A percentage of AUM
6

475 Calle C Los Frailes, Suite 507
Guaynabo, PR, 00966
$2,121,342,05841
A percentage of AUM, Fixed fees
7

Popular Center North Building, 4th Flr, 209 Munoz Rivera Ave.
San Juan, PR, 00918
$2,106,631,9431211
A percentage of AUM, Fixed fees
8

20 Ridge Top Dr., Palmas Del Mar
Humacao, PR, 00791
$2,105,953,98924833
A percentage of AUM
9

250 Munoz Rivera Ave., 10th Fl
San Juan, PR, 00918
$1,814,755,8002411
A percentage of AUM
10

El Caribe Office Building, 53 Calle Las Palmeras, #1200
San Juan, PR, 00901
$1,618,771,160822
A percentage of AUM, Performance Based
11

100 Carr 115 Unit 1900,
Rincon, PR, 00677
$1,268,751,07957
A percentage of AUM, Performance Based
12

Lots 81-82, Street C, Suite 206
Dorado, PR, 00646
$1,231,750,134334312
A percentage of AUM
13

53 Calle Palmeras, Suite 702
San Juan, PR, 00901
$1,213,688,874145
A percentage of AUM, Performance Based
14

53 Palmeras St, Suite 601
San Juan, PR, 00901
$728,151,543710
A percentage of AUM
15

Centro Internacional De Mercadeo, 90 Carr 165 Ste 505
Guaynabo, PR, 00968-8067
$697,771,86180511
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Puerto Rico

QualificationsFirm CRD# 139895

Assets Under Management $7,908,935,832

No. Of Clients18

Clients Per Financial Advisor2

CATALYST CAPITAL ADVISORS LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 226755

Assets Under Management $4,385,973,905

No. Of Clients3147

Clients Per Financial Advisor1049

APPLIED FINANCE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3147 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (PORTFOLIO TRADING MODELS)
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QualificationsFirm CRD# 311371

Assets Under Management $2,584,254,305

No. Of Clients2

Clients Per Financial Advisor2

ENHANCED PK SERVICES, LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 8096

Assets Under Management $2,228,633,350

No. Of Clients2530

Clients Per Financial Advisor27

POPULAR SECURITIES, LLC is a financial advisory firm situated in Hato Rey, Puerto Rico. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2530 clients. The team consists of 95 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 111452

Assets Under Management $2,218,085,727

No. Of Clients11

Clients Per Financial Advisor1

RATIONAL ADVISORS, INC. is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 318328

Assets Under Management $2,121,342,058

No. Of Clients4

Clients Per Financial Advisor4

MISSION PRIME LLC is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 313653

Assets Under Management $2,106,631,943

No. Of Clients12

Clients Per Financial Advisor1

POPULAR ASSET MANAGEMENT is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 173621

Assets Under Management $2,105,953,989

No. Of Clients2483

Clients Per Financial Advisor828

SWAN GLOBAL MANAGEMENT is a financial advisory firm situated in Humacao, Puerto Rico. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2483 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 313696

Assets Under Management $1,814,755,800

No. Of Clients24

Clients Per Financial Advisor2

UBS ASSET MANAGERS OF PUERTO RICO is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 312519

Assets Under Management $1,618,771,160

No. Of Clients8

Clients Per Financial Advisor0

DARK FOREST CAPITAL MANAGEMENT LP is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 304281

Assets Under Management $1,268,751,079

No. Of Clients5

Clients Per Financial Advisor1

PLEASANT LAKE PARTNERS LLC is a financial advisory firm situated in Rincon, Puerto Rico. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 152922

Assets Under Management $1,231,750,134

No. Of Clients3343

Clients Per Financial Advisor279

EURO PACIFIC ASSET MANAGEMENT, LLC is a financial advisory firm situated in Dorado, Puerto Rico. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3343 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 289222

Assets Under Management $1,213,688,874

No. Of Clients14

Clients Per Financial Advisor3

LINSE CAPITAL LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 170679

Assets Under Management $728,151,543

No. Of Clients7

Clients Per Financial Advisor1

ALPHACENTRIC ADVISORS LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $728M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 147546

Assets Under Management $697,771,861

No. Of Clients805

Clients Per Financial Advisor73

FREEDOM ADVISORY is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 805 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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