Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 53 Palmeras St, Suite 601 San Juan, PR, 00901 | $7,908,935,832 | 18 | 12 | A percentage of AUM |
2 | 53 Calle Palmeras, Suite 601 San Juan, PR, 00901 | $4,385,973,905 | 3147 | 3 | A percentage of AUM, Fixed fees, Performance Based |
3 | 1250 Avenue Ponce De Leon, Suite 301, Pmb 0501 San Juan, PR, 00907 | $2,584,254,305 | 2 | 1 | A percentage of AUM, Performance Based |
4 | Popular Center, 208 Ponce De Leon, Suite 1200 Hato Rey, PR, 00918 | $2,228,633,350 | 2530 | 95 | 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 | $2,218,085,727 | 11 | 12 | A percentage of AUM |
6 | 475 Calle C Los Frailes, Suite 507 Guaynabo, PR, 00966 | $2,121,342,058 | 4 | 1 | A percentage of AUM, Fixed fees |
7 | Popular Center North Building, 4th Flr, 209 Munoz Rivera Ave. San Juan, PR, 00918 | $2,106,631,943 | 12 | 11 | A percentage of AUM, Fixed fees |
8 | 20 Ridge Top Dr., Palmas Del Mar Humacao, PR, 00791 | $2,105,953,989 | 2483 | 3 | A percentage of AUM |
9 | 250 Munoz Rivera Ave., 10th Fl San Juan, PR, 00918 | $1,814,755,800 | 24 | 11 | A percentage of AUM |
10 | El Caribe Office Building, 53 Calle Las Palmeras, #1200 San Juan, PR, 00901 | $1,618,771,160 | 8 | 22 | A percentage of AUM, Performance Based |
11 | 100 Carr 115 Unit 1900, Rincon, PR, 00677 | $1,268,751,079 | 5 | 7 | A percentage of AUM, Performance Based |
12 | Lots 81-82, Street C, Suite 206 Dorado, PR, 00646 | $1,231,750,134 | 3343 | 12 | A percentage of AUM |
13 | 53 Calle Palmeras, Suite 702 San Juan, PR, 00901 | $1,213,688,874 | 14 | 5 | A percentage of AUM, Performance Based |
14 | 53 Palmeras St, Suite 601 San Juan, PR, 00901 | $728,151,543 | 7 | 10 | A percentage of AUM |
15 | Centro Internacional De Mercadeo, 90 Carr 165 Ste 505 Guaynabo, PR, 00968-8067 | $697,771,861 | 805 | 11 | A percentage of AUM, Fixed fees |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.