UBS Financial Services
42yrs
Top advisor for experience in Puerto Rico
Financial advisors in Puerto Rico
Looking for a financial advisor in Puerto Rico? We list 447 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
Tap a dot to open that city. Bigger dots mean more advisors.
Cities
San Juan 259Guaynabo 115Dorado 18Ponce 15Hato Rey 11Mayaguez 6Humacao 4Arecibo 3Carolina 2Santurce 2Bayamon 1Cayey 1Cidra 1Coamo 1Guayama 1Gurabo 1Manati 1Moca 1Rincon 1San Jaun 1Toa Baja 1Vega Baja 1
Most experienced advisors
Fsam
41yrs
Raul Juan Escudero Villeta
Financial advisor
GAM Tower 2 Tabonuco Street, Suite 200
Guaynabo, PR 00968
Guaynabo, PR 00968
Top advisor for experience in Guaynabo
Integral Financial Counselors
41yrs
Top 1% for experience in San Juan
Fsam
41yrs
Top 1% for experience in Puerto Rico
FRA Services
41yrs
Ferdinand Jose Ruano-Arroyo
Financial advisor
1225 Ponce DE Leon Avenue STE Mz-E1 VIG Tower
San Juan, PR 00907
San Juan, PR 00907
Top 1% for experience in San Juan
UBS Financial Services
40yrs
Top 1% for experience in Puerto Rico
Merrill Lynch, Pierce, Fenner & Smith
40yrs
Top 2% for experience in Puerto Rico
Merrill Lynch, Pierce, Fenner & Smith
40yrs
Top 2% for experience in Puerto Rico
Raymond James Financial Services Advisors
40yrs
Top 2% for experience in Puerto Rico
Sollinda Capital Management
40yrs
Top 2% for experience in Puerto Rico
Consultiva Wealth Management
40yrs
Alex MH Marino
Financial advisor
American International Plaza 250 Ave. Muñoz Rivera, Suite 1420
San Juan, PR 00918
San Juan, PR 00918
Top advisor for experience at Consultiva Wealth Management
Merrill Lynch, Pierce, Fenner & Smith
40yrs
Top 3% for experience in Puerto Rico
UBS Financial Services
40yrs
Top 3% for experience in San Juan
UBS Financial Services
40yrs
Top 3% for experience in San Juan
UBS Financial Services
39yrs
Top 3% for experience in San Juan
Mariner
39yrs
Top 2% for experience at Mariner
Pension Partners
39yrs
Top 4% for experience in San Juan
Merrill Lynch, Pierce, Fenner & Smith
39yrs
Top 4% for experience in Puerto Rico
Forensic Decisions PR
39yrs
Top 4% for experience in Puerto Rico
Popular Securities
39yrs
Jose Ramon Martinez Esteves
Financial advisor
208 Ponce DE Leon AVE Popular Center Suite 1200
San Juan, PR 00918
San Juan, PR 00918
Top advisor for experience at Popular Securities
Fsam
39yrs
Top 5% for experience in Puerto Rico
UBS Financial Services
39yrs
Top 5% for experience in San Juan
IPI Wealth Management
38yrs
Jose Ivan Acosta Jordan
Financial advisor
THE City Towers 252 Ponce DE Leon AVE Suite 1001
San Juan, PR 00918
San Juan, PR 00918
Top 5% for experience in San Juan
Mesirow Financial Investment Management
38yrs
Top 5% for experience in Puerto Rico
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.