Financial advisors in Dorado, PR

19 advisors

Adrian Day
Financial advisor at Adrian Day Asset Management
Adrian Day Asset Management · $221.6M AUM
Verified
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Brandon Bierk
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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Brendan Temple-Smith
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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Brian Fuller
Financial advisor at Capital United, LLC
Capital United, LLC
Verified
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Christopher Hamm
Financial advisor at Encompass More Asset Management LLC
Encompass More Asset Management LLC · $984.9M AUM
VerifiedFinancial planning
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Christopher Pieretti
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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Cody Hilbun
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Dorian Punj
Financial advisor at Ellevity Capital, LLC
Ellevity Capital, LLC · $51.1M AUM
Verified
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James Nelson
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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Jonathan Lonske
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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Julia Punj
Financial advisor at Ellevity Capital, LLC
Ellevity Capital, LLC · $51.1M AUM
Verified
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Luke Allen
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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Mark Ishkanian
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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Patrick Rien
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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Peter Schiff
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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Rafael Santiago Santiago
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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Robert Hendershott
Financial advisor at Hendershott Wealth Management, LLC
Hendershott Wealth Management, LLC · $305.8M AUM
VerifiedFinancial planning
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Ruben Tapia Vargas
Financial advisor at Tactica LLC
Tactica LLC · $123.5M AUM
VerifiedFinancial planning
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Stephen Kleckner
Financial advisor at Euro Pacific Asset Management, LLC
Euro Pacific Asset Management, LLC · $2.18B AUM
Verified
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Dorado, PR

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Dorado, PR.

How this list works

Before you hire an advisor in Dorado, PR