Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Puerto Rico

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Puerto Rico
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Puerto Rico, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 47 non-vetted financial advisors in Puerto Rico, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Puerto Rico have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Puerto Rico

Top Financial Advisor Firms in Puerto Rico (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CATALYST CAPITAL ADVISORS LLC 53 Palmeras St, Suite 601 San Juan, PR, 00901	139895	$7,908,935,832	18	A percentage of AUM
APPLIED FINANCE CAPITAL MANAGEMENT, LLC 53 Calle Palmeras, Suite 601 San Juan, PR, 00901	226755	$4,385,973,905	3147	A percentage of AUM, Fixed fees, Performance Based
ENHANCED PK SERVICES, LLC 1250 Avenue Ponce De Leon, Suite 301, Pmb 0501 San Juan, PR, 00907	311371	$2,584,254,305	2	A percentage of AUM, Performance Based
POPULAR SECURITIES, LLC Popular Center, 208 Ponce De Leon, Suite 1200 Hato Rey, PR, 00918	8096	$2,228,633,350	2530	A percentage of AUM, Other (12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES)
RATIONAL ADVISORS, INC. 53 Palmeras St., Suite 601 San Juan, PR, 00901	111452	$2,218,085,727	11	A percentage of AUM
MISSION PRIME LLC 475 Calle C Los Frailes, Suite 507 Guaynabo, PR, 00966	318328	$2,121,342,058	4	A percentage of AUM, Fixed fees
POPULAR ASSET MANAGEMENT Popular Center North Building, 4th Flr, 209 Munoz Rivera Ave. San Juan, PR, 00918	313653	$2,106,631,943	12	A percentage of AUM, Fixed fees
SWAN GLOBAL MANAGEMENT 20 Ridge Top Dr., Palmas Del Mar Humacao, PR, 00791	173621	$2,105,953,989	2483	A percentage of AUM
UBS ASSET MANAGERS OF PUERTO RICO 250 Munoz Rivera Ave., 10th Fl San Juan, PR, 00918	313696	$1,814,755,800	24	A percentage of AUM
DARK FOREST CAPITAL MANAGEMENT LP El Caribe Office Building, 53 Calle Las Palmeras, #1200 San Juan, PR, 00901	312519	$1,618,771,160	8	A percentage of AUM, Performance Based
PLEASANT LAKE PARTNERS LLC 100 Carr 115 Unit 1900, Rincon, PR, 00677	304281	$1,268,751,079	5	A percentage of AUM, Performance Based
EURO PACIFIC ASSET MANAGEMENT, LLC Lots 81-82, Street C, Suite 206 Dorado, PR, 00646	152922	$1,231,750,134	3343	A percentage of AUM
LINSE CAPITAL LLC 53 Calle Palmeras, Suite 702 San Juan, PR, 00901	289222	$1,213,688,874	14	A percentage of AUM, Performance Based
ALPHACENTRIC ADVISORS LLC 53 Palmeras St, Suite 601 San Juan, PR, 00901	170679	$728,151,543	7	A percentage of AUM
FREEDOM ADVISORY Centro Internacional De Mercadeo, 90 Carr 165 Ste 505 Guaynabo, PR, 00968-8067	147546	$697,771,861	805	A percentage of AUM, Fixed fees

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