City
Wealth management firms in Guaynabo, Puerto Rico
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Guaynabo, Puerto Rico reported $1.3 billion in regulatory assets under management; the largest by assets was Freedom Advisory, with $880.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $139.9 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Freedom Advisory | SEC | $880.6 million | 938 |
| 2 | Vauban Wealth Management | SEC | $181.2 million | 59 |
| 3 | Concert Investment Advisory LLC | SEC | $91.1 million | 658 |
| 4 | Sygnus Wealth PR LLC | State | $59.6 million | 61 |
| 5 | Caf Investments LLC | State | $40.5 million | 532 |
| 6 | American Legacy Capital LLC | State | $5.9 million | 6 |
| 7 | Chinea Wealth Management LLC | State | $567,675 | 4 |
| 8 | Capitalia Advisors LLC | State | $0 | 0 |
| 9 | McKenzie Investment Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
Wealth management firms in Puerto Rico, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.