{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most accounts in Puerto Rico","lead":"As of October 2, 2026, Talon LLC ranked #1 in Puerto Rico in AdvisorIQ's ranking of independent RIAs with the most accounts, with 11,189.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most accounts","how_it_is_computed":"Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.","unit":"count","scope":"Puerto Rico","firms_listed":28,"rows":[{"rank":1,"crd":298714,"firm":"Talon LLC","city":"San Juan","state":"PR","value":11189,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298714/"},{"rank":2,"crd":147546,"firm":"Freedom Advisory","city":"Guaynabo","state":"PR","value":938,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147546/"},{"rank":3,"crd":304522,"firm":"Concert Investment Advisory LLC","city":"Guaynabo","state":"PR","value":658,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304522/"},{"rank":4,"crd":313629,"firm":"Caf Investments LLC","city":"Guaynabo","state":"PR","value":532,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313629/"},{"rank":5,"crd":173070,"firm":"Aton Financial LLC","city":"San Juan","state":"PR","value":422,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173070/"},{"rank":6,"crd":145416,"firm":"Atlantis Investment Coaching, LLC","city":"San Juan","state":"PR","value":256,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145416/"},{"rank":7,"crd":105985,"firm":"Adrian Day Asset Management","city":"Dorado","state":"PR","value":234,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105985/"},{"rank":8,"crd":313295,"firm":"Chapel Bridge Wealth Advisors","city":"San Juan","state":"PR","value":233,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313295/"},{"rank":9,"crd":301277,"firm":"Lyon Bern, LLC","city":"San Juan","state":"PR","value":224,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301277/"},{"rank":10,"crd":324954,"firm":"Generational Private Wealth","city":"San Juan","state":"PR","value":217,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324954/"},{"rank":11,"crd":305618,"firm":"Atlanticmidwest Investment Research, LLC","city":"Humacao","state":"PR","value":179,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305618/"},{"rank":12,"crd":300350,"firm":"Finanxial Investment Advisors, Corp","city":"San Juan","state":"PR","value":69,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300350/"},{"rank":13,"crd":325576,"firm":"Sygnus Wealth PR LLC","city":"Guaynabo","state":"PR","value":61,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325576/"},{"rank":14,"crd":305222,"firm":"Vauban Wealth Management","city":"Guaynabo","state":"PR","value":59,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305222/"},{"rank":15,"crd":136914,"firm":"Broxton Capital Advisors","city":"Old San Juan","state":"PR","value":56,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/136914/"},{"rank":16,"crd":150129,"firm":"Select Advisory Group Inc","city":"San Juan","state":"PR","value":50,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150129/"},{"rank":17,"crd":105192,"firm":"Thomas Wright Asset Management, Inc.","city":"San Juan","state":"PR","value":47,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105192/"},{"rank":18,"crd":318217,"firm":"Premier Investment Management, LLC","city":"Humacao","state":"PR","value":40,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318217/"},{"rank":19,"crd":282390,"firm":"Ellevity Capital, LLC","city":"Dorado","state":"PR","value":32,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282390/"},{"rank":20,"crd":289104,"firm":"Orchard Wealth & Legacy Management LLC","city":"San Juan","state":"PR","value":23,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289104/"},{"rank":21,"crd":125772,"firm":"Pension Partners, LLC","city":"San Juan","state":"PR","value":19,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125772/"},{"rank":21,"crd":322840,"firm":"Newgen Wealth Creation LLC","city":"Rincon","state":"PR","value":19,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322840/"},{"rank":23,"crd":283973,"firm":"Esi Advisors","city":"Ponce","state":"PR","value":16,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283973/"},{"rank":24,"crd":304978,"firm":"Owlcrest Partners LLC","city":"San Juan","state":"PR","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304978/"},{"rank":25,"crd":134513,"firm":"Nichols Group LLC","city":"San Juan","state":"PR","value":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134513/"},{"rank":26,"crd":234792,"firm":"Fortaleza Capital Partners, LLC","city":"San Juan","state":"PR","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/234792/"},{"rank":26,"crd":287967,"firm":"American Legacy Capital LLC","city":"Guaynabo","state":"PR","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287967/"},{"rank":28,"crd":331477,"firm":"Chinea Wealth Management LLC","city":"Guaynabo","state":"PR","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331477/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most accounts, nationally","url":"https://advisoriq.com/ria/rankings/most-accounts/"},{"title":"RIA market data for Puerto Rico","url":"https://advisoriq.com/ria/states/puerto-rico/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/most-accounts/puerto-rico/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-accounts/puerto-rico/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}