Rialytix insights
Top RIA Firms in Puerto Rico
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Puerto Rico. This hub covers 43 matching firms with $55.0B in total reported AUM and median AUM of $600.9M.
Firms
43
Matching current profiles
Total AUM
$55.0B
Reported regulatory AUM
Median AUM
$600.9M
Across firms with AUM
Largest firm
$10.3B
Catalyst Capital Advisors LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Catalyst Capital Advisors LLC CRD 139895 · Limited Liability Company | SAN JUAN, PR | $10.3B Mar 2026 | +$172.4M+1.7% | +$5.5B+113.0% | +$3.6B+54.1% | +$10.0B+3116.4% | +5 employees+41.7% over 3Y | -2 accounts-9.5% over 3Y |
| 2. Applied Finance Capital Management, LLC CRD 226755 · Limited Liability Company | SAN JUAN, PR | $4.4B Mar 2026 | +$57.1M+1.3% | +$2.2B+98.5% | +$3.7B+507.1% | — | -1 employees-25.0% over 3Y | +2,021 accounts+147.6% over 3Y |
| 3. Popular Asset Management CRD 313653 · Limited Liability Company | SAN JUAN, PR | $3.7B Mar 2026 | +$1.0B+38.7% | +$1.4B+62.1% | — | — | +5 employees+50.0% over 3Y | -399 accounts-95.9% over 3Y |
| 4. Popular Securities, LLC CRD 8096 · Limited Liability Company | HATO REY, PR | $2.6B Mar 2026 | +$160.0M+6.5% | +$682.6M+35.2% | +$901.8M+52.5% | +$2.2B+596.5% | -4 employees-4.2% over 3Y | +200 accounts+7.8% over 3Y |
| 5. Rational Advisors, INC. CRD 111452 · Corporation | SAN JUAN, PR | $2.6B May 2026 | +$278.8M+12.2% | -$14.8M-0.6% | +$1.4B+121.2% | -$888.7M-25.8% | +4 employees+30.8% over 3Y | 0 accounts+0.0% over 3Y |
| 6. Long Focus Capital Management LLC CRD 322024 · Limited Liability Company | SAN JUAN, PR | $2.4B Mar 2026 | +$1.8B+265.6% | +$1.7B+236.3% | — | +$1.7B+236.3% | +6 employees+120.0% over 3Y | 0 accounts+0.0% over 3Y |
| 7. Swan Global Management CRD 173621 · Limited Liability Company | HUMACAO, PR | $2.4B Mar 2026 | +$282.2M+13.4% | -$178.1M-6.9% | -$677.0M-22.1% | +$793.3M+49.7% | -2 employees-40.0% over 3Y | -1,744 accounts-58.6% over 3Y |
| 8. Mission Prime LLC CRD 318328 · Limited Liability Company | GUAYNABO, PR | $2.3B Mar 2026 | +$87.9M+3.9% | +$960.6M+69.3% | — | — | 0 employees+0.0% over 3Y | -1 accounts-25.0% over 3Y |
| 9. Troluce Capital Advisors LLC CRD 313120 · Limited Liability Company | DORADO, PR | $2.2B May 2026 | +$760.4M+51.3% | +$2.0B+685.8% | — | — | +3 employees+150.0% over 3Y | +7 accounts+700.0% over 3Y |
| 10. Euro Pacific Asset Management, LLC CRD 152922 · Limited Liability Company | DORADO, PR | $2.2B Apr 2026 | +$820.2M+60.3% | +$1.0B+85.9% | +$985.8M+82.5% | +$1.6B+280.4% | +1 employees+7.7% over 3Y | +99 accounts+2.8% over 3Y |
| 11. Pleasant Lake Partners LLC CRD 304281 · Limited Liability Company | RINCON, PR | $2.1B Mar 2026 | +$441.9M+27.4% | — | — | +$1.3B+169.4% | +11 employees+137.5% over 1Y | +5 accounts+83.3% over 1Y |
| 12. Linse Capital LLC CRD 289222 · Limited Liability Company | SAN JUAN, PR | $1.7B Mar 2026 | +$495.1M+40.8% | -$498.2M-22.6% | +$1.3B+320.4% | +$1.5B+750.3% | +4 employees+400.0% over 3Y | +6 accounts+50.0% over 3Y |
| 13. Ubs Asset Managers Of Puerto Rico CRD 313696 · — | SAN JUAN, PR | $1.4B Mar 2026 | -$398.1M-22.4% | -$349.3M-20.2% | — | — | -5 employees-45.5% over 3Y | -5 accounts-20.8% over 3Y |
| 14. Parliament Capital Management, LLC CRD 194513 · Limited Liability Company | SAN JUAN, PR | $1.2B Apr 2026 | +$156.8M+15.8% | +$837.9M+267.5% | — | +$1.0B+810.0% | +6 employees+46.2% over 3Y | -243 accounts-91.4% over 3Y |
| 15. Talon LLC CRD 298714 · Limited Liability Company | SAN JUAN, PR | $1.1B May 2026 | +$183.4M+20.9% | +$233.9M+28.3% | +$895.4M+542.9% | — | 0 employees+0.0% over 3Y | +7,131 accounts+175.7% over 3Y |
| 16. Connelly Capital Management LLC CRD 324104 · Limited Liability Company | GUAYNABO, PR | $1.1B Mar 2026 | +$354.1M+50.6% | — | — | +$466.9M+79.5% | 0 employees+0.0% over 1Y | +7 accounts+23.3% over 1Y |
| 17. Sava Capital LLC CRD 335379 · Limited Liability Company | DORADO, PR | $1.0B Mar 2026 | — | — | — | $0+0.0% | +4 employees+400.0% over 1Y | 0 accounts+0.0% over Total |
| 18. Freedom Advisory CRD 147546 · Limited Liability Company | GUAYNABO, PR | $880.6M Feb 2026 | +$326.3M+58.9% | +$408.8M+86.6% | +$541.7M+159.8% | +$756.1M+607.1% | +3 employees+37.5% over 3Y | +277 accounts+41.9% over 3Y |
| 19. X-Square Capital CRD 167237 · Limited Liability Company | GUAYNABO, PR | $790.9M Apr 2026 | +$167.0M+26.8% | +$504.0M+175.7% | +$417.4M+111.7% | +$778.8M+6461.9% | 0 employees+0.0% over 3Y | +138 accounts+73.4% over 3Y |
| 20. Atlas Asset Management LLC CRD 173561 · Limited Liability Company | GUAYNABO, PR | $700.6M Dec 2025 | +$307.5M+78.2% | +$445.5M+174.6% | +$644.2M+1141.7% | +$644.2M+1141.7% | 0 employees+0.0% over 3Y | +13 accounts+216.7% over 3Y |
| 21. Lynx1 Capital Management LP CRD 310301 · Limited Partnership | DORADO, PR | $626.7M Mar 2026 | +$316.4M+102.0% | +$490.3M+359.4% | — | +$490.3M+359.4% | +2 employees+66.7% over 3Y | +2 accounts+66.7% over 3Y |
| 22. Aton Financial LLC CRD 173070 · Limited Liability Company | SAN JUAN, PR | $600.9M Mar 2026 | +$131.8M+28.1% | +$289.5M+93.0% | +$332.5M+123.9% | +$412.9M+219.7% | 0 employees+0.0% over 3Y | +85 accounts+25.2% over 3Y |
| 23. The Phoenix Fund Advisor LLC CRD 316384 · Limited Liability Company | GUAYNABO, PR | $596.4M Oct 2025 | -$7.6M-1.3% | — | — | +$246.8M+70.6% | 0 employees+0.0% over 1Y | +1 accounts+100.0% over 1Y |
| 24. Celeres Capital Advisors, LLC CRD 304581 · Limited Liability Company | SAN JUAN, PR | $534.8M Mar 2026 | +$48.8M+10.0% | +$155.8M+41.1% | +$289.5M+118.0% | — | 0 employees+0.0% over 3Y | -2 accounts-50.0% over 3Y |
| 25. Consultiva Wealth Management, Corp. CRD 111846 · Corporation | SAN JUAN, PR | $532.7M Apr 2026 | +$103.0M+24.0% | +$79.9M+17.6% | -$1.1B-67.2% | -$162.0M-23.3% | +2 employees+8.7% over 3Y | +14 accounts+11.4% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.