Merrill
29yrs
Top 15% by experience in Guaynabo
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
28yrs
Top 16% by experience in Guaynabo
UBS Financial Services
28yrs
Top 17% by experience in San Juan
Merrill
28yrs
Top 17% by experience in Guaynabo
Merrill
28yrs
Top 17% by experience in Guaynabo
Popular Securities
28yrs
Vanessa Perez Fernandez
Financial advisor
208 Ponce DE Leon Ave Popular Center Suite 1200
San Juan, PR 00918
San Juan, PR 00918
Top 14% by experience at Popular Securities
NPA Asset Management
28yrs
Top 18% by experience in Puerto Rico
Popular Securities
28yrs
Ramon Cobian Vega
Financial advisor
208 Ponce DE Leon Ave Popular Center Suite 1200
San Juan, PR 00918
San Juan, PR 00918
Top 16% by experience at Popular Securities
UBS Financial Services
28yrs
Top 19% by experience in San Juan
Premier Investment Management
28yrs
Top 19% by experience in Puerto Rico
Aton Financial
28yrs
Top 19% by experience in San Juan
Popular Securities
28yrs
Christian Rickenbach Loubriel
Financial advisor
208 Ponce DE Leon Ave Popular Center Suite 1200
San Juan, PR 00918
San Juan, PR 00918
Top 17% by experience at Popular Securities
Fsam
27yrs
Top 19% by experience in Guaynabo
Equitable Advisors
27yrs
Norberto Molina Acevedo
Financial advisor
LA Rambla Plaza, Suite 502 606 Tito Castro Ave
Ponce, PR 00716
Ponce, PR 00716
Top advisor by experience in Ponce
X-Square Capital
27yrs
James Rodriguez Colom
Financial advisor
Centro Internacional DE Mercadeo II 90 Carr 165, Suite 803
Guaynabo, PR 00968
Guaynabo, PR 00968
Top advisor by experience at X-Square Capital
Equitable Advisors
27yrs
Top 18% by experience at Equitable Advisors
Equitable Advisors
27yrs
Top 18% by experience at Equitable Advisors
Equitable Advisors
27yrs
Top 18% by experience at Equitable Advisors
UBS Financial Services
27yrs
Top 20% by experience in San Juan
Equitable Advisors
27yrs
Top 19% by experience at Equitable Advisors
Pariter Wealth Management Group
27yrs
Top 20% by experience in Guaynabo
NPA Asset Management
27yrs
Top 21% by experience in Puerto Rico
Cetera Investment Advisers
27yrs
Top 20% by experience in San Juan
Osaic Wealth
27yrs
Top 21% by experience in San Juan
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.