{"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 high net worth clients in Puerto Rico","lead":"As of October 2, 2026, Freedom Advisory ranked #1 in Puerto Rico in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 166.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most high net worth clients","how_it_is_computed":"Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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":19,"rows":[{"rank":1,"crd":147546,"firm":"Freedom Advisory","city":"Guaynabo","state":"PR","value":166,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147546/"},{"rank":2,"crd":298714,"firm":"Talon LLC","city":"San Juan","state":"PR","value":98,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298714/"},{"rank":3,"crd":173070,"firm":"Aton Financial LLC","city":"San Juan","state":"PR","value":85,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173070/"},{"rank":4,"crd":105985,"firm":"Adrian Day Asset Management","city":"Dorado","state":"PR","value":69,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105985/"},{"rank":5,"crd":301277,"firm":"Lyon Bern, LLC","city":"San Juan","state":"PR","value":36,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301277/"},{"rank":6,"crd":325576,"firm":"Sygnus Wealth PR LLC","city":"Guaynabo","state":"PR","value":34,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325576/"},{"rank":7,"crd":300350,"firm":"Finanxial Investment Advisors, Corp","city":"San Juan","state":"PR","value":32,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300350/"},{"rank":8,"crd":105192,"firm":"Thomas Wright Asset Management, Inc.","city":"San Juan","state":"PR","value":30,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105192/"},{"rank":9,"crd":305222,"firm":"Vauban Wealth Management","city":"Guaynabo","state":"PR","value":29,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305222/"},{"rank":10,"crd":324954,"firm":"Generational Private Wealth","city":"San Juan","state":"PR","value":20,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324954/"},{"rank":11,"crd":125772,"firm":"Pension Partners, LLC","city":"San Juan","state":"PR","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125772/"},{"rank":12,"crd":136914,"firm":"Broxton Capital Advisors","city":"Old San Juan","state":"PR","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/136914/"},{"rank":12,"crd":145416,"firm":"Atlantis Investment Coaching, LLC","city":"San Juan","state":"PR","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145416/"},{"rank":14,"crd":282390,"firm":"Ellevity Capital, LLC","city":"Dorado","state":"PR","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282390/"},{"rank":15,"crd":313295,"firm":"Chapel Bridge Wealth Advisors","city":"San Juan","state":"PR","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313295/"},{"rank":16,"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":16,"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":18,"crd":313629,"firm":"Caf Investments LLC","city":"Guaynabo","state":"PR","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313629/"},{"rank":18,"crd":322840,"firm":"Newgen Wealth Creation LLC","city":"Rincon","state":"PR","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322840/"}]},"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 high net worth clients, nationally","url":"https://advisoriq.com/ria/rankings/most-hnw-clients/"},{"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-hnw-clients/puerto-rico/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-hnw-clients/puerto-rico/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}