Clients per advisor for Independent firms in Puerto Rico

In Puerto Rico, independent financial advisors tend to serve fewer clients per advisor compared to the national median, with a state median of 17 clients versus the national median of 26. This suggests that many advisors in Puerto Rico may either be in the early stages of building their practices or are deliberately maintaining smaller client bases to offer more personalized, relationship-focused service. With 16 independent firms operating in the state, clients seeking tailored attention might find advisors who prioritize depth over scale. However, as client loads increase beyond this range, advisors often face capacity challenges, influencing their growth or decision to join larger firms.

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
Intuitivo LLC	Very High 73	73	1	1
Crespo Capital LLC	High 65	65	1	1
Select Private Wealth	High 61	61	1	1
AtlanticMidwest Investment Research, LLC	High 58	58	1	1
4/26 Retirement Income Planning & Wealth Management, LLC	High 52	52	1	1
Sygnus Wealth PR LLC	High 49	49	1	2
Pension Partners, LLC	Low 18	18	1	1
NewGen Wealth Creation LLC	Low 15	15	1	1
Negron-Ramos LLC	Low 14	14	1	1
Select Advisory Group Inc	Low 10	10	1	1
Orchard Wealth & Legacy Management LLC	Very Low 9	9	1	1
ESI Advisors	Very Low 8	8	1	1
Fortaleza Capital Partners, LLC	Very Low 6	6	1	2
Blue Ocean Strategic Advisors, LLC	Very Low 2	2	1	1
Chinea Wealth Management LLC	Very Low 1	1	1	1

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Clients per advisor for Independent firms serving clients in Puerto Rico