What Do Financial Advisors Cost in Puerto Rico?
2026 data · 114 firms · 353 advisors · SEC Form ADV filings01
Market Overview
Total Advisors353
In Puerto Rico
Total Firms114
Registered firms
Comp. Types Reported9
Distinct compensation types
02
Compensation Type Breakdown
How firms in Puerto Rico charge for their services, based on Form ADV disclosures.
Percentage of AUM56 firms · 52%
Performance-based fees29 firms · 27%
Subscription fees13 firms · 12%
Hourly charges5 firms · 5%
Other: TRANSACTION FEES, CONSULTING FEES, FINDER FEES AND SIMILAR FEES1 firms · 1%
Other: A STATED PERCENTAGE OF TAX SAVINGS.1 firms · 1%
Other: 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES1 firms · 1%
Other: AD HOC EXPERT CONSULTING FEES1 firms · 1%
03
Puerto Rico vs. National
Puerto Rico Advisors353
114 firms
National Total111,316
27,221 firms
Find an Advisor in Puerto Rico
Browse 353 registered financial advisors across Puerto Rico.
City Guides in Puerto Rico