Top 7 financial advisor firms in Puerto Rico

7 SEC-registered financial advisor firms are headquartered in Puerto Rico, with $3.56B in combined regulatory assets under management. The largest by assets are Talon ($1.06B), Freedom Advisory ($881M) and Aton Financial ($601M).

7
Financial advisor firms: $3.56B
Their combined AUM: $341M
Median firm AUM: 2,984
Clients of the top 7

The 7 largest by assets

1
Talon
RIA
$1.06B
Up to 2.00% a year
2
Freedom Advisory
RIA
$881M
0.25% to 1.25% a year
3
Aton Financial
RIA
$601M
0.75% to 1.50% a year
4
Thomas Wright Asset Management
RIA
$341M
0.45% to 1.20% a year
5
Chapel Bridge Wealth Advisors
RIA
$274M
Regulatory AUM
6
Global Strategic Management
RIA
$222M
Regulatory AUM
7
Vauban Wealth Management
RIA
$181M
1.00% to 1.00% a year

Profiles of the top 7

No. 1 · RIA

Talon

Talon is an investment adviser based in San Juan, PR, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $1.06 billion, as filed on 30 September 2026.

Talon charges up to 2.00% a year for its Portfolio Management.

Regulatory AUM: $1.06B
Clients: 1,921
Advisory staff: 8
Fee schedule: Up to 2.00% a year
Minimum account: $25,000
Custodians: Fidelity, Charles Schwab, Altruist, Nationwide
Headquarters: 151 Calle De San Francisco, Suite 200, San Juan, PR 00901
Phone: 352-751-3200
Website: talonwm.com

No. 2 · RIA

Freedom Advisory

Freedom Advisory is an investment adviser based in Guaynabo, PR, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $881 million, as filed on 9 February 2026.

Freedom Advisory charges 0.25%–1.25% a year for its Investment Management Services.

Regulatory AUM: $881M
Clients: 528
Advisory staff: 6
Founded: 2008
Fee schedule: 0.25% to 1.25% a year
Minimum account: $250,000
Custodians: Charles Schwab, Pershing
Headquarters: Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067
Phone: 787-792-3000
Website: freedom-advisory.com

No. 3 · RIA

Aton Financial

Aton Financial is an investment adviser based in San Juan, PR, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $601 million, as filed on 1 July 2026.

Aton Financial charges 0.75%–1.50% a year for its Asset Management Fees.

Regulatory AUM: $601M
Clients: 274
Advisory staff: 7
Fee schedule: 0.75% to 1.50% a year
Custodians: Goldman Sachs & Co., Charles Schwab
Headquarters: 1116 Ponce De Leon, Suite 300, San Juan, PR 00907
Phone: 787-725-6070
Website: atonfinancial.com

No. 4 · RIA

Thomas Wright Asset Management

Thomas Wright Asset Management is an investment adviser based in San Juan, PR, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $341 million, as filed on 30 March 2026.

Thomas Wright Asset Management charges 0.45%–1.20% a year for its Investment Management Fee.

Regulatory AUM: $341M
Clients: 30
Advisory staff: 1
Fee schedule: 0.45% to 1.20% a year
Minimum account: $1,000,000
Custodians: Fidelity
Headquarters: 53 Calle Palmeras, Suite 401, San Juan, PR 00901-2408
Phone: 843-971-4265
Website: investwright.com

No. 5 · RIA

Chapel Bridge Wealth Advisors

Chapel Bridge Wealth Advisors is an investment adviser based in San Juan, PR, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and pooled investment vehicles. Its regulatory assets under management total $274 million, as filed on 25 March 2026.

Regulatory AUM: $274M
Clients: 25
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 53 Palmeras Street, Suite 601, San Juan, PR 00901
Phone: 614-552-8200
Website: chapelbridge.com

No. 6 · RIA

Global Strategic Management

Global Strategic Management is an investment adviser based in Dorado, PR, registered with the SEC since 1991. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $222 million, as filed on 31 March 2026.

Regulatory AUM: $222M
Clients: 147
Advisory staff: 2
Founded: 1991
Custodians: RBC Capital Markets
Headquarters: Lots 81-82, Street C, Ste. 206, Dorado, PR 00646
Phone: 410-224-2037
Website: adriandayassetmanagement.com

No. 7 · RIA

Vauban Wealth Management

Vauban Wealth Management is an investment adviser based in Guaynabo, PR, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $181 million, as filed on 30 March 2026.

Vauban Wealth Management charges 1.00% a year for its Investment Advisory Fee.

Regulatory AUM: $181M
Clients: 59
Advisory staff: 1
Fee schedule: 1.00% to 1.00% a year
Headquarters: Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR 00969
Phone: 178742500350036

Questions about financial advisors in Puerto Rico

How many financial advisor firms are headquartered in Puerto Rico?

7 SEC-registered financial advisor firms report their principal office in Puerto Rico, managing $3.56B in regulatory assets between them. The other 37 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Puerto Rico?

Talon, with $1.06B in regulatory assets under management on its latest Form ADV. The next largest are Freedom Advisory ($881M) and Aton Financial ($601M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Puerto Rico?

The median firm manages $341M in regulatory assets. That is the midpoint of the 7 firms headquartered in Puerto Rico.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Puerto Rico charge?

Of the 7 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Puerto Rico?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Puerto Rico has 7 financial advisor firms; see every adviser in the state →

Top financial advisor firms by city in Puerto Rico

San Juan4