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Find Retirement Advisors for Retirement Planning in Puerto Rico, San Juan
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 San Juan, Puerto Rico (Ranked by AUM)
| 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 | 53 Palmeras St., Suite 601 San Juan, PR, 00901 | $2,218,085,727 | 11 | 12 | A percentage of AUM |
| 5 | 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 |
| 6 | 250 Munoz Rivera Ave., 10th Fl San Juan, PR, 00918 | $1,814,755,800 | 24 | 11 | A percentage of AUM |
| 7 | 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 |
| 8 | 53 Calle Palmeras, Suite 702 San Juan, PR, 00901 | $1,213,688,874 | 14 | 5 | A percentage of AUM, Performance Based |
| 9 | 53 Palmeras St, Suite 601 San Juan, PR, 00901 | $728,151,543 | 7 | 10 | A percentage of AUM |
| 10 | 207 Calle Del Parque, A&M Tower, 8th Flr San Juan, PR, 00912 | $666,407,711 | 3 | 5 | A percentage of AUM, Performance Based |
| 11 | 53 Calle Palmeras, El Caribe Office Bldg., Suite 601 San Juan, PR, 00901 | $646,983,554 | 10 | 34 | A percentage of AUM, Performance Based |
| 12 | 1225 Avenida Juan Ponce De Leon,, Vig Tower Penthouse San Juan, PR, 00907 | $485,982,966 | 4 | 4 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | American International Plaza, 250 Ave. MuÃOz Rivera, Suite 1420 San Juan, PR, 00918 | $466,303,537 | 143 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 1590 Ponce De Leon, Suite 206 San Juan, PR, 00926 | $428,880,000 | 378 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 15 | 1511 Ponce De Leon Ave., Ciudadela- Torre 1000, Suite 6a San Juan, PR, 00909 | $318,389,059 | 272 | 16 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in San Juan, 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
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)
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
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
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
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
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
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
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
QualificationsFirm CRD# 322024
Assets Under Management $666,407,711
No. Of Clients3
Clients Per Financial Advisor1
LONG FOCUS CAPITAL MANAGEMENT LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
QualificationsFirm CRD# 307441
Assets Under Management $646,983,554
No. Of Clients10
Clients Per Financial Advisor0
TC LATIN AMERICA PARTNERS LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $647M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 34 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
QualificationsFirm CRD# 304581
Assets Under Management $485,982,966
No. Of Clients4
Clients Per Financial Advisor1
CELERES CAPITAL ADVISORS, LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 4 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111846
Assets Under Management $466,303,537
No. Of Clients143
Clients Per Financial Advisor5
CONSULTIVA WEALTH MANAGEMENT, CORP. is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $466M assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- 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
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (PROVIDE PERIODIC PERFORMANCE REPORTS)
QualificationsFirm CRD# 173070
Assets Under Management $428,880,000
No. Of Clients378
Clients Per Financial Advisor42
ATON FINANCIAL LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $429M assets under management, the firm specializes in crafting personalized retirement planning solutions for 378 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
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
QualificationsFirm CRD# 194513
Assets Under Management $318,389,059
No. Of Clients272
Clients Per Financial Advisor17
PARLIAMENT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in San Juan, Puerto Rico. With a nearly $318M assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 clients. The team consists of 16 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