Rialytix insights
Top RIA Firms in San Juan, Puerto Rico
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in San Juan, Puerto Rico. This hub covers 24 matching firms with $33.8B in total reported AUM and median AUM of $531.2M.
Firms
24
Matching current profiles
Total AUM
$33.8B
Reported regulatory AUM
Median AUM
$531.2M
Across firms with AUM
Largest firm
$10.3B
Catalyst Capital Advisors LLC
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
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. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. Tc Latin America Partners LLC CRD 307441 · Limited Liability Company | SAN JUAN, PR | $529.7M Mar 2026 | -$87.1M-14.1% | -$114.9M-17.8% | -$161.8M-23.4% | -$100.9M-16.0% | -19 employees-67.9% over 3Y | -1 accounts-10.0% over 3Y |
| 14. Alphacentric Advisors LLC CRD 170679 · Limited Liability Company | SAN JUAN, PR | $433.1M Mar 2026 | -$61.9M-12.5% | -$4.2B-90.7% | -$3.7B-89.4% | — | +3 employees+37.5% over 3Y | -2 accounts-25.0% over 3Y |
| 15. Gamma Asset Management LLC CRD 300050 · Limited Liability Company | SAN JUAN, PR | $424.8M Feb 2026 | +$180.7M+74.0% | — | — | +$324.2M+322.3% | +3 employees+30.0% over 1Y | +12 accounts+12.5% over 1Y |
| 16. Oriental Financial Services LLC CRD 29753 · Limited Liability Company | SAN JUAN, PR | $419.6M Mar 2026 | +$136.0M+47.9% | +$187.3M+80.7% | +$269.3M+179.2% | +$297.6M+244.1% | -2 employees-6.7% over 3Y | +30 accounts+6.8% over 3Y |
| 17. Thomas Wright Asset Management, INC. CRD 105192 · Corporation | SAN JUAN, PR | $341.3M Mar 2026 | +$21.2M+6.6% | +$110.4M+47.8% | +$108.7M+46.8% | +$263.4M+338.2% | 0 employees+0.0% over 3Y | -11 accounts-19.0% over 3Y |
| 18. Oriental Trust CRD 312982 · — | SAN JUAN, PR | $322.6M Mar 2026 | +$26.2M+8.8% | -$48.3M-13.0% | — | -$48.3M-13.0% | +1 employees+12.5% over 3Y | +1 accounts+100.0% over 3Y |
| 19. Chapel Bridge Wealth Advisors CRD 313295 · Limited Liability Company | SAN JUAN, PR | $273.6M Mar 2026 | +$91.5M+50.2% | +$113.1M+70.4% | — | +$97.6M+55.5% | +1 employees+50.0% over 3Y | +69 accounts+42.1% over 3Y |
| 20. Fairview Asset Management LLC CRD 322976 · Limited Liability Company | SAN JUAN, PR | $256.0M Mar 2026 | +$20.2M+8.6% | — | — | +$20.2M+8.6% | +3 employees+300.0% over 3Y | 0 accounts+0.0% over 1Y |
| 21. Fp Strategies CRD 337701 · Limited Liability Company | SAN JUAN, PR | $146.5M Mar 2026 | — | — | — | +$90.0M+159.2% | +3 employees+60.0% over Total | 0 accounts+0.0% over Total |
| 22. Rioblanco Capital LLC CRD 325702 · Limited Liability Company | SAN JUAN, PR | $114.3M Mar 2026 | — | — | — | +$4.7M+4.3% | +1 employees+6.7% over Total | +2 accounts+18.2% over Total |
| 23. Catalyst International Advisors LLC CRD 306592 · Limited Liability Company | SAN JUAN, PR | $58.0M Mar 2026 | +$13.3M+29.9% | +$52.1M+883.4% | — | — | +9 employees+150.0% over 3Y | 0 accounts+0.0% over 3Y |
| 24. Equalize Capital LLC CRD 300640 · Limited Liability Company | SAN JUAN, PR | $39.5M Mar 2026 | -$9.9M-20.0% | -$26.9M-40.5% | -$2.7M-6.5% | -$5.5M-12.2% | -1 employees-20.0% over 3Y | 0 accounts+0.0% 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.