Firms by city
Registered investment advisers in Guaynabo, PR
11 SEC-registered advisers headquartered in Guaynabo, listed by regulatory assets under management as reported on Form ADV.
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11 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Mission Prime | Guaynabo, PR | $2.35B |
| Connelly Capital Management | Guaynabo, PR | $1.05B |
| Freedom Advisory | Guaynabo, PR | $881M |
| X-Square Capital | Guaynabo, PR | $791M |
| Atlas Asset Management | Guaynabo, PR | $701M |
| The Phoenix Fund Advisor | Guaynabo, PR | $596M |
| Universal Financial Services | Guaynabo, PR | $325M |
| Arco Global Management | Guaynabo, PR | $260M |
| Sygnus Capital PR | Guaynabo, PR | $236M |
| Bluhaus Capital Management | Guaynabo, PR | $231M |
| Vauban Wealth Management | Guaynabo, PR | $181M |
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $2.35B
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $1.05B
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $881M
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $791M
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $701M
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $596M
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $325M
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $260M
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $236M
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $231M
- Headquarters
- Guaynabo, PR
- Regulatory AUM
- $181M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Guaynabo on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Puerto Rico.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.