{"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 advisory staff 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 advisory staff, with 8.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most advisory staff","how_it_is_computed":"Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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":34,"rows":[{"rank":1,"crd":298714,"firm":"Talon LLC","city":"San Juan","state":"PR","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298714/"},{"rank":2,"crd":173070,"firm":"Aton Financial LLC","city":"San Juan","state":"PR","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173070/"},{"rank":3,"crd":147546,"firm":"Freedom Advisory","city":"Guaynabo","state":"PR","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147546/"},{"rank":3,"crd":313629,"firm":"Caf Investments LLC","city":"Guaynabo","state":"PR","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313629/"},{"rank":5,"crd":145416,"firm":"Atlantis Investment Coaching, LLC","city":"San Juan","state":"PR","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145416/"},{"rank":5,"crd":301277,"firm":"Lyon Bern, LLC","city":"San Juan","state":"PR","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301277/"},{"rank":5,"crd":313295,"firm":"Chapel Bridge Wealth Advisors","city":"San Juan","state":"PR","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313295/"},{"rank":5,"crd":324954,"firm":"Generational Private Wealth","city":"San Juan","state":"PR","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324954/"},{"rank":9,"crd":105985,"firm":"Adrian Day Asset Management","city":"Dorado","state":"PR","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105985/"},{"rank":9,"crd":136914,"firm":"Broxton Capital Advisors","city":"Old San Juan","state":"PR","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/136914/"},{"rank":9,"crd":282390,"firm":"Ellevity Capital, LLC","city":"Dorado","state":"PR","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282390/"},{"rank":9,"crd":300350,"firm":"Finanxial Investment Advisors, Corp","city":"San Juan","state":"PR","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300350/"},{"rank":9,"crd":304978,"firm":"Owlcrest Partners LLC","city":"San Juan","state":"PR","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304978/"},{"rank":14,"crd":105192,"firm":"Thomas Wright Asset Management, Inc.","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105192/"},{"rank":14,"crd":125772,"firm":"Pension Partners, LLC","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125772/"},{"rank":14,"crd":134513,"firm":"Nichols Group LLC","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134513/"},{"rank":14,"crd":150129,"firm":"Select Advisory Group Inc","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150129/"},{"rank":14,"crd":165146,"firm":"Blue Ocean Strategic Advisors, LLC","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165146/"},{"rank":14,"crd":173030,"firm":"Capitalia Advisors LLC","city":"Guaynabo","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173030/"},{"rank":14,"crd":234792,"firm":"Fortaleza Capital Partners, LLC","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/234792/"},{"rank":14,"crd":283973,"firm":"Esi Advisors","city":"Ponce","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283973/"},{"rank":14,"crd":287967,"firm":"American Legacy Capital LLC","city":"Guaynabo","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287967/"},{"rank":14,"crd":289104,"firm":"Orchard Wealth & Legacy Management LLC","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289104/"},{"rank":14,"crd":304522,"firm":"Concert Investment Advisory LLC","city":"Guaynabo","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304522/"},{"rank":14,"crd":305222,"firm":"Vauban Wealth Management","city":"Guaynabo","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305222/"},{"rank":14,"crd":305618,"firm":"Atlanticmidwest Investment Research, LLC","city":"Humacao","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305618/"},{"rank":14,"crd":310795,"firm":"Mainstreet Advisors, LLC","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310795/"},{"rank":14,"crd":318217,"firm":"Premier Investment Management, LLC","city":"Humacao","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318217/"},{"rank":14,"crd":322840,"firm":"Newgen Wealth Creation LLC","city":"Rincon","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322840/"},{"rank":14,"crd":325576,"firm":"Sygnus Wealth PR LLC","city":"Guaynabo","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325576/"},{"rank":14,"crd":331477,"firm":"Chinea Wealth Management LLC","city":"Guaynabo","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331477/"},{"rank":14,"crd":332437,"firm":"Negron-Ramos LLC","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332437/"},{"rank":14,"crd":339409,"firm":"Savile Private Wealth LLC","city":"San Juan","state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339409/"},{"rank":14,"crd":340423,"firm":"Infinity Strategies Advisors LLC","city":null,"state":"PR","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340423/"}]},"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 advisory staff, nationally","url":"https://advisoriq.com/ria/rankings/most-advisory-staff/"},{"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-advisory-staff/puerto-rico/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-advisory-staff/puerto-rico/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}