What Do Financial Advisors Cost in Puerto Rico?
2026 data · 51 firms · 124 advisors · SEC Form ADV filings01
Market Overview
Total Advisors124
In Puerto Rico
Total Firms51
Registered firms
Comp. Types Reported7
Distinct compensation types
02
Compensation Type Breakdown
How firms in Puerto Rico charge for their services, based on Form ADV disclosures.
Percentage of AUM37 firms · 58%
Performance-based fees11 firms · 17%
Subscription fees9 firms · 14%
Hourly charges4 firms · 6%
Other: A STATED PERCENTAGE OF TAX SAVINGS.1 firms · 2%
Other: 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES1 firms · 2%
Other: AD HOC EXPERT CONSULTING FEES1 firms · 2%
03
Puerto Rico vs. National
Puerto Rico Advisors124
51 firms
National Total48,844
18,152 firms
Find an Advisor in Puerto Rico
Browse 124 registered financial advisors across Puerto Rico.
City Guides in Puerto Rico