Financial advisors in San Juan, PR

291 advisors · page 1 of 10

Carlos Torres Negron
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Carolina Reyes Matos
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Edward Dempsey
Financial advisor at Pension Partners, LLC
Pension Partners, LLC · $23M AUM
CFP®Verified
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Edwin Soto-Toro
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
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Fernando Lopez
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Fernando Navarro Castillo
Financial advisor at Finanxial Investment Advisors, Corp
Finanxial Investment Advisors, Corp · $82M AUM
CFP®VerifiedFinancial planning
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Jorge Bravo
Financial advisor at Npa Asset Management, LLC
Npa Asset Management, LLC · $1.06B AUM
CFP®VerifiedFinancial planning
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Jose Quinones
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Kurt Schindler
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Luis Mayoral Morales
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Maria Maisonet Gonzalez
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Travis Johnson
Financial advisor at Generational Private Wealth
Generational Private Wealth · $271.9M AUM
CFP®VerifiedFinancial planning
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Abimael Rosario Aleman
Financial advisor at Popular Securities, LLC
Popular Securities, LLC · $2.62B AUM
VerifiedFinancial planning
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Adalberto Quinones - Seda
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Adrian Brown Saenz
Financial advisor at Popular Asset Management
Popular Asset Management · $3.71B AUM
Verified
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Adrian Fernandez
Financial advisor at Stonecrest Advisors, Inc.
Stonecrest Advisors, Inc. · $398.8M AUM
VerifiedFinancial planning
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Al Rizek
Financial advisor at Integral Financial Counselors LLC
Integral Financial Counselors LLC
Verified
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Al Rizek Fontane
Financial advisor at Integral Financial Counselors LLC
Integral Financial Counselors LLC
Verified
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Alejandro Pascual Navarro
Financial advisor at Oriental Financial Services LLC
Oriental Financial Services LLC · $419.6M AUM
Verified
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Alejandro Quilez Bonelli
Financial advisor at Kovack Advisors, Inc.
Kovack Advisors, Inc. · $6.28B AUM
VerifiedFinancial planning
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Alejandro San Antonio-Cuebas
Financial advisor at Mainstreet Advisors, LLC
Mainstreet Advisors, LLC
VerifiedFinancial planning
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Alejandro Santiago
Financial advisor at Atlantis Investment Coaching, LLC
Atlantis Investment Coaching, LLC · $58.4M AUM
VerifiedFinancial planning
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Alejandro Sepulveda Goss
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Alejandro Talavera Correa
Financial advisor at Popular Securities, LLC
Popular Securities, LLC · $2.62B AUM
VerifiedFinancial planning
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Alex Marino
Financial advisor at Consultiva Wealth Management, Corp.
Consultiva Wealth Management, Corp. · $532.7M AUM
VerifiedFinancial planning
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Alexander Santiago-Alequin
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Alexis Crespo Perez
Financial advisor at Oriental Financial Services LLC
Oriental Financial Services LLC · $419.6M AUM
Verified
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Ali Febres
Financial advisor at Mariner Wealth
Mariner Wealth
Verified
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Allen Sukholitsky
Financial advisor at Catalyst Capital Advisors LLC
Catalyst Capital Advisors LLC · $10.3B AUM
Verified
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Amarilis Santiago-Torres
Financial advisor at Popular Securities, LLC
Popular Securities, LLC · $2.62B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 San Juan, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in San Juan, PR.

How this list works

Before you hire an advisor in San Juan, PR