Wealth managers & financial advisors in San Juan, Puerto Rico
Registered investment advisers: portfolio management, financial and retirement planning.
3 providers for wealth managers & financial advisors in San Juan, checked against their official websites: Chapel Bridge Wealth Advisors, Finanxial Investment Advisors, Aton Financial. Compare phone, website and verification date below.
Wealth managers & financial advisors · San Juan, PR
Verified 2026-10-17✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): CHAPEL BRIDGE WEALTH ADVISORS, CRD 313295, SEC-registered investment adviser (since 2022-06-06), notice filed in Puerto Rico, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
Wealth managers & financial advisors · San Juan, PR
Verified 2026-10-17✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): FINANXIAL INVESTMENT ADVISORS, CORP, CRD 300350, investment adviser registered in Puerto Rico (OCIF), approved 2019-01-02, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
Wealth managers & financial advisors · San Juan, PR
Verified 2026-10-17✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): ATON FINANCIAL LLC, CRD 173070, SEC-registered investment adviser (since 2018-04-10), no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
