City
Wealth management firms in San Juan, Puerto Rico
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in San Juan, Puerto Rico reported $3.0 billion in regulatory assets under management; the largest by assets was Talon LLC, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $3.0 billion
- Average per firm
- $143.5 million
- SEC-registered, of those listed
- 7 of 21 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Talon LLC | SEC | $1.1 billion | 11,189 |
| 2 | Aton Financial LLC | SEC | $600.9 million | 422 |
| 3 | Thomas Wright Asset Management, Inc. | SEC | $341.3 million | 47 |
| 4 | Chapel Bridge Wealth Advisors | SEC | $273.6 million | 233 |
| 5 | Generational Private Wealth | SEC | $271.9 million | 217 |
| 6 | Fortaleza Capital Partners, LLC | State | $95.1 million | 6 |
| 7 | Finanxial Investment Advisors, Corp | State | $82.0 million | 69 |
| 8 | Select Advisory Group Inc | State | $80.9 million | 50 |
| 9 | Lyon Bern, LLC | State | $76.7 million | 224 |
| 10 | Atlantis Investment Coaching, LLC | State | $58.4 million | 256 |
| 11 | Nichols Group LLC | State | $47.2 million | 11 |
| 12 | Pension Partners, LLC | State | $23.0 million | 19 |
| 13 | Orchard Wealth & Legacy Management LLC | State | $2.6 million | 23 |
| 14 | Owlcrest Partners LLC | State | $54,857 | 12 |
| 15 | Blue Ocean Strategic Advisors, LLC | State | $0 | 0 |
| 16 | Mainstreet Advisors, LLC | State | $0 | 0 |
| 17 | Negron-Ramos LLC | State | $0 | 0 |
| 18 | Poppy Capital 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 |
| 19 | Savile Capital Management 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. | SEC | $0 | 0 |
| 20 | Savile Private Wealth LLC | SEC | $0 | 0 |
| 21 | Socio-Economico | 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.