{"type":"ria_state","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 in Puerto Rico","lead":"As of October 2, 2026, 35 independent wealth management RIAs based in Puerto Rico reported $4.6 billion in regulatory assets under management; the largest by assets was Talon LLC, with $1.1 billion.","as_of":"2026-10-02","facts":{"state":"Puerto Rico","code":"PR","population":"Independent wealth management RIAs: 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. 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map"}],"related":[{"title":"RIA market data by state","url":"https://advisoriq.com/ria/states/"},{"title":"Largest independent RIAs by assets under management in Puerto Rico","url":"https://advisoriq.com/ria/rankings/largest/puerto-rico/"},{"title":"Fastest-growing independent RIAs over one year in Puerto Rico","url":"https://advisoriq.com/ria/rankings/fastest-growing/puerto-rico/"},{"title":"Fastest-growing independent RIAs over three years in Puerto Rico","url":"https://advisoriq.com/ria/rankings/fastest-growing-3-year/puerto-rico/"},{"title":"Fastest-growing independent RIAs over five years in Puerto Rico","url":"https://advisoriq.com/ria/rankings/fastest-growing-5-year/puerto-rico/"},{"title":"IAR CE in Puerto Rico","url":"https://advisoriq.com/ce/iar/puerto-rico/"}],"notes":["Firms are placed in the state of their main office.","History covers SEC-registered firms only, from October 2018."],"url":"https://advisoriq.com/ria/states/puerto-rico/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/puerto-rico/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}