Chapel Bridge Wealth Advisors, a distinguished investment advisory firm headquartered in San Juan, PR, focuses on providing comprehensive financial solutions to a diverse clientele. With an impressive $160,546,000 in assets under management and a commitment to discretionary management, Chapel Bridge Wealth Advisors offers a trusted partner in wealth preservation and growth. Operating from three offices, Chapel Bridge Wealth Advisors is well-positioned to cater to the unique financial needs of its clients. Their compensation structure encompasses various options, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. With a total of two dedicated investment advisors, Chapel Bridge Wealth Advisors maintains an average of approximately $80,270,000 in assets under management per advisor, comparable to the industry average. This expertise allows them to deliver tailored investment strategies to their valued clients. Joseph Davies and Renee Davies, two of the longest-tenured registered advisors at Chapel Bridge Wealth Advisors, exemplify the firm's commitment to experience and professionalism. Their wealth of knowledge and dedication to client success are key pillars of the firm's reputation. Chapel Bridge Wealth Advisors distinguishes itself by providing personalized service, guiding clients through their financial journey with integrity and expertise. As a trusted advisor, they prioritize the unique needs of each individual, offering comprehensive wealth management solutions to help clients achieve their long-term financial goals.

Popular Securities, LLC, based out of Hato Rey, PR, is a reputable regional investment advisory firm catering to over 1,100 individual clients. With a strong focus on asset management, they oversee a staggering $1,937,947,000 in assets under management, of which 73% are discretionary. The firm operates from eight well-established offices, ensuring accessibility and convenience for their diverse clientele. In addition to their investment advisory services, Popular Securities, LLC also serves as an insurance broker or agent, providing comprehensive coverage options tailored to their clients' needs. While their assets under management are primarily derived from non-401K and individual accounts, the firm possesses the expertise to effectively manage employer funds, diversifying their portfolio further. The compensation structure at Popular Securities, LLC includes various models, including a percentage of assets under management, ensuring alignment with their clients' investment goals and success. With a team of 95 dedicated employees, 39 of whom specialize in investment advisory services, the firm maintains an average of $49,690,000 in assets under management per investment advisor, consistent with industry standards. Notably, Popular Securities, LLC boasts a roster of experienced and highly knowledgeable advisors. Among the firm's longest tenured advisors are Jose Medina Fermin, Alexey Badillo Cordero, and Lucenith Cuevas Figueroa, who bring their extensive expertise to bear in guiding clients towards their financial objectives. This wealth of experience and commitment to client satisfaction sets Popular Securities, LLC apart as a trusted partner in the ever-evolving financial landscape.

ATON FINANCIAL LLC is a reputable investment advisory firm headquartered in San Juan, Puerto Rico. With a team of nine dedicated professionals, including seven experienced investment advisors, they offer expert financial guidance to their diverse client base. The firm boasts an impressive average of $58,510,000 in assets under management per investment advisor, aligning closely with industry standards. Aton Financial's compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees. Their clientele comprises over 130 individual clients, with a substantial total of $311,370,000 in assets under management. The firm primarily serves high-net-worth individuals, although they also possess the expertise to manage employer funds, in addition to managing less than 30% of their assets under management for 401K and individual accounts. With a significant portion of their assets managed on a discretionary basis, Aton Financial ensures a comprehensive and personalized approach to investment strategies. Beyond investment advisory services, they also offer insurance brokerage and agent services, catering to a wider range of financial needs. Established in San Juan, Aton Financial operates from a single office location. The firm takes pride in its team of experienced advisors, including Christopher McDowall, Eduardo Cases Gallardo, and Marko Rendic, who have demonstrated unwavering dedication and loyalty to the company throughout their tenures. Overall, Aton Financial LLC distinguishes itself as a trusted local investment advisory firm, providing a comprehensive suite of services to its clients, backed by experienced professionals and a strong track record of managing substantial assets.

Oriental Financial Services LLC is a local investment advisory firm based out of San Juan, PR, offering comprehensive financial solutions to individuals and businesses. With 28 total employees, including 11 experienced investment advisors, the firm operates from seven offices strategically located across the region. With an average of $17,160,000 in assets under management per investment advisor, Oriental Financial Services LLC has established itself as a trusted partner for clients seeking personalized investment strategies. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring alignment with clients' financial goals. Renowned for their expertise in managing employer 401Ks and individual portfolios, Oriental Financial Services LLC has successfully amassed over $188,762,000 in assets under management from their 370 individual clients. This achievement reflects the firm's commitment to delivering exceptional financial advice and generating optimal returns for their clients. The longevity and experience of Oriental Financial Services LLC's advisors contribute to their success. Notable among them are Jeffrey Lapetina Mafuz, Marcos Sanz-Madera, and Juan Santiago Marrero, who have served the firm diligently for many years, cultivating enduring relationships with clients and staying at the forefront of industry trends. Oriental Financial Services LLC's dedication to providing comprehensive financial services, combined with their extensive experience and strong track record, positions them as a premier investment advisory firm in San Juan, PR. By fostering a culture of trust, transparency, and client-centered solutions, they continue to empower individuals and businesses to achieve their financial objectives.

Adrian Day Asset Management, based out of Dorado, PR, is a small investment advisory firm with a rich history of success. With a total of 2 dedicated employees, including one highly skilled investment advisor, the firm consistently delivers exceptional services to its clients. With an impressive average of approximately $139,020,000 in assets under management per investment advisor, Adrian Day Asset Management stands out in the industry for its ability to handle substantial portfolios. Their compensation structure reflects their commitment to client satisfaction, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Catering to a diverse clientele, the firm serves over 40 individual clients who collectively entrust Adrian Day Asset Management with more than $108,007,000 in assets. Notably, nearly half of the assets under their management are derived from employer 401Ks and individuals, demonstrating the firm's expertise and experience in this area. Adrian Day Asset Management operates exclusively on a discretionary basis, providing clients with the peace of mind that their investments are actively managed by seasoned professionals. With two offices, the firm ensures accessibility and convenience for their valued clients. Adrian Day, one of the longest tenured registered advisors, has been an integral part of the firm since 2013. With his extensive knowledge and expertise, along with the support of a dedicated team, Adrian Day Asset Management continues to excel in the financial industry, consistently delivering exceptional results and personalized investment strategies to meet their clients' goals and aspirations.

Consultiva Wealth Management, Corp. is a reputable local investment advisory firm based out of San Juan, Puerto Rico. With two offices strategically located in the area, Consultiva Wealth Management, Corp. is committed to providing exceptional financial services to its clients. Boasting a team of 23 dedicated professionals, 11 of whom specialize in investment advisory services, the firm maintains a strong presence in the market. With an impressive average of approximately $41,170,000 in assets under management per investment advisor, Consultiva Wealth Management, Corp. demonstrates its expertise in managing substantial portfolios. Their compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. A notable 24% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. In addition to investment advisory services, Consultiva Wealth Management, Corp. also offers other valuable financial solutions. They serve as a futures commission merchant and provide insurance brokerage services, demonstrating their comprehensive approach to wealth management. The firm takes pride in its extensive client base, serving over 40 individual clients with a total of more than $452,824,000 in assets under management. Notably, Consultiva Wealth Management, Corp. boasts a team of experienced advisors, including Myrna Rivera, Carlos Machuca, and Evangeline Davila, who have contributed to the firm's success and longevity. Overall, Consultiva Wealth Management, Corp. stands as a trusted and reliable partner for individuals seeking expert financial guidance in the San Juan area. With their diverse range of services and experienced team, they are well-equipped to address the unique financial needs of their valued clients.

Freedom Advisory is a small investment advisory firm based out of Guaynabo, Puerto Rico, with two offices. With a total of eight employees, four of whom provide investment advisory services, Freedom Advisory has established itself as a reliable partner in the financial industry. Their average assets under management per investment advisor amount to approximately $117,970,000, which aligns with the industry average. The compensation structure at Freedom Advisory offers various options, including a percentage of assets under management and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the necessary expertise to handle employer funds as well. Notably, all the assets managed by Freedom Advisory are discretionary, providing clients with the confidence that their investments are in capable hands. Catering primarily to high-net-worth individuals, Freedom Advisory proudly serves over 200 individual clients who collectively entrust them with over $471,869,000 in assets under management. The firm's success can be attributed, in part, to its team of dedicated advisors. Among them, Karlamary Aleman Aponte, Giancarlo Diaz-Munio, and Eduardo Ramos stand out as some of the firm's most experienced and respected professionals. With a commitment to providing personalized investment solutions and exceptional service, Freedom Advisory has built a reputation as a trustworthy and reliable partner for individuals seeking sound financial advice. Their comprehensive expertise, client-focused approach, and established track record make them a preferred choice for those looking to secure their financial future.

Euro Pacific Asset Management, LLC, headquartered in Dorado, PR, is a well-established investment advisory firm catering to a diverse clientele. With a remarkable track record and a commitment to financial growth, Euro Pacific Asset Management, LLC has accumulated over $1,172,980,000 in assets under management from more than 3,450 individual clients. Operating out of a single office, this small yet dynamic firm offers a wide range of services to meet the unique investment needs of its clients. Euro Pacific Asset Management, LLC excels as a registered representative of a broker-dealer, providing personalized investment solutions and strategic guidance. Notably, half of the assets under their management originate from employer 401Ks and individual investors, showcasing their extensive expertise in these areas. The firm boasts a comprehensive understanding of managing discretionary assets, ensuring their clients receive optimal returns on their investments. Euro Pacific Asset Management, LLC employs a team of 13 dedicated professionals, including four experienced investment advisors. Their advisors have an impressive average of approximately $293,250,000 in assets under management per advisor, surpassing the industry average. Among the firm's longest-tenured and highly respected advisors are Patrick Rien, Stephen Kleckner, and Luke Allen. With a compensation structure that includes a percentage of assets under management, Euro Pacific Asset Management, LLC aligns its success with that of its clients. As a trusted partner, they prioritize delivering superior financial outcomes and maintaining long-term relationships built on trust and integrity.

X-Square Capital is a distinguished investment advisory firm headquartered in Guaynabo, Puerto Rico. With a sole office location, the company operates at the heart of the island's financial hub. Comprising a team of 7 highly skilled professionals, X-Square Capital exclusively offers top-notch investment advisory services. Their commitment to excellence is reflected in their impressive average of $40,980,000 in assets under management per investment advisor. Recognizing the diverse needs of their clientele, X-Square Capital adopts a flexible compensation structure. This includes various types of fees, such as a percentage of assets under management and performance-based charges. As a testament to their expertise and reliability, all the assets managed by X-Square Capital are under their discretion. With an extensive client base of over 60 individuals, X-Square Capital oversees a substantial amount of assets, totaling more than $286,875,000. The firm's enduring success is bolstered by the contributions of their seasoned advisors. Among these experienced professionals, James Rodriguez Colom, Gabriel Medina, and Ignacio Canto stand as some of the firm's longest-tenured and respected advisors. X-Square Capital stands as a trusted partner for individuals seeking exceptional investment advice in Puerto Rico. Through their personalized approach and unwavering dedication to their clients' financial goals, they continue to make significant strides in the investment advisory industry.

Thomas Wright Asset Management, Inc., based out of San Juan, PR, is a small and highly reputable investment advisory firm specializing in managing assets for high net worth individuals. With a team of one dedicated employee, they offer personalized investment advisory services to a select group of over 10 individual clients. Thomas Wright Asset Management, Inc. boasts an impressive track record, with over $230,876,000 in assets under management. The firm's investment advisors are known for their expertise and extensive experience in the industry. On average, each advisor manages approximately $403,160,000 in assets, a figure significantly higher than the industry average. Their compensation structure is based on a percentage of the assets under management, ensuring their interests align with those of their clients. All of the assets managed by Thomas Wright Asset Management, Inc. are discretionary, meaning that the firm has full authority to make investment decisions on behalf of their clients. This discretionary approach allows for flexibility and quick response to market changes, ensuring the best possible outcomes for their clients' investments. William Wright, one of the firm's longest-tenured registered advisors, has been with the company since 2018. His expertise and commitment to delivering exceptional results have earned him a stellar reputation within the industry. With their headquarters located in San Juan, PR, Thomas Wright Asset Management, Inc. serves clients both locally and internationally. Despite being a small firm, their impressive assets under management and unwavering dedication to their clients have established them as a trusted partner for wealth management and investment advisory services.

Vauban Wealth Management, based out of Guaynabo, PR, is a small and reputable investment advisory firm with a dedicated team of two employees. With one experienced investment advisor providing expert guidance, the firm has established a solid presence in the financial industry. They boast an impressive average of approximately $7,300,000 in assets under management per investment advisor, demonstrating their proficiency in handling substantial portfolios. Committed to delivering exceptional service, Vauban Wealth Management offers a diverse compensation structure that includes a percentage of assets under management. This approach ensures alignment with their clients' goals and motivates the team to consistently deliver positive results. With over 30 individual clients, Vauban Wealth Management manages a significant amount of assets, totaling over $130,893,000. Their primary focus lies in catering to high-net-worth individuals, who make up the majority of their client base. Although 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to handle employer funds, expanding their reach within the market. Vauban Wealth Management operates from a single office, serving as their headquarters in Guaynabo, PR. Among their team of skilled professionals is Goel Velazquez Rosa, who has been a registered advisor with the firm since 2019. Goel's extensive tenure reflects the stability and expertise provided by Vauban Wealth Management, instilling trust and confidence in their clients' financial endeavors.