Rialytix insights

Top RIA Firms in Guaynabo, Puerto Rico

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Guaynabo, Puerto Rico. This hub covers 10 matching firms with $7.4B in total reported AUM and median AUM of $648.5M.

Firms

Matching current profiles

Total AUM

$7.4B

Reported regulatory AUM

Median AUM

$648.5M

Across firms with AUM

Largest firm

$2.3B

Mission Prime 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. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. Universal Financial Services INC. CRD 131558 · Corporation	GUAYNABO, PR	$324.6M Feb 2026	-$49.8M-13.3%	-$71.5M-18.1%	+$138.5M+74.5%	+$138.5M+74.5%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
8. Arco Global Management, LLC CRD 287921 · Limited Liability Company	GUAYNABO, PR	$260.4M Apr 2026	-$6.5M-2.4%	-$24.2M-8.5%	-$27.8M-9.6%	+$60.4M+30.2%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
9. Sygnus Capital Pr LLC CRD 283447 · Limited Liability Company	GUAYNABO, PR	$236.2M Mar 2026	+$101.6M+75.5%	—	—	+$118.2M+100.1%	+2 employees+6.9% over 1Y	0 accounts+0.0% over 1Y
10. Vauban Wealth Management CRD 305222 · Corporation	GUAYNABO, PR	$181.2M Mar 2026	+$32.5M+21.9%	+$17.5M+10.7%	+$20.2M+12.5%	+$34.9M+23.8%	0 employees+0.0% over 3Y	+7 accounts+13.5% 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.