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 San Juan, Puerto Rico

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in San Juan is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in San Juan & pick the one as per your needs

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

If you’re looking for qualified financial advisors in San Juan, Puerto Rico, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 28 non-vetted financial advisors in San Juan, Puerto Rico, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Juan, 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 San Juan, Puerto Rico

Top Financial Advisor Firms in San Juan, 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
RATIONAL ADVISORS, INC. 53 Palmeras St., Suite 601 San Juan, PR, 00901	111452	$2,218,085,727	11	A percentage of AUM
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
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
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
LONG FOCUS CAPITAL MANAGEMENT LLC 207 Calle Del Parque, A&M Tower, 8th Flr San Juan, PR, 00912	322024	$666,407,711	3	A percentage of AUM, Performance Based
TC LATIN AMERICA PARTNERS LLC 53 Calle Palmeras, El Caribe Office Bldg., Suite 601 San Juan, PR, 00901	307441	$646,983,554	10	A percentage of AUM, Performance Based
CELERES CAPITAL ADVISORS, LLC 1225 Avenida Juan Ponce De Leon,, Vig Tower Penthouse San Juan, PR, 00907	304581	$485,982,966	4	A percentage of AUM, Fixed fees, Performance Based
CONSULTIVA WEALTH MANAGEMENT, CORP. American International Plaza, 250 Ave. MuÃOz Rivera, Suite 1420 San Juan, PR, 00918	111846	$466,303,537	143	A percentage of AUM, Hourly charges, Fixed fees
ATON FINANCIAL LLC 1590 Ponce De Leon, Suite 206 San Juan, PR, 00926	173070	$428,880,000	378	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
PARLIAMENT CAPITAL MANAGEMENT, LLC 1511 Ponce De Leon Ave., Ciudadela- Torre 1000, Suite 6a San Juan, PR, 00909	194513	$318,389,059	272	A percentage of AUM, Performance Based

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