FREEDOM ADVISORY

Tel: 787-792-3000 Centro Internacional De Mercadeo 90 Carr 165 Ste 505 Guaynabo, Puerto Rico 00968-8067

About FREEDOM ADVISORY

FREEDOM ADVISORY is a Guaynabo, Puerto Rico based financial advisory firm with nearly $697,771,861 in assets under management and provides investment advisory services for 805 clients. There are currently 11 financial advisors at the firm.

General Information
Firm CRD#:

147546

Firm SEC#:

801-110235

Assets Under Management:

$697,771,861

No. of Clients:

805

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Puerto Rico?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Puerto Rico, Guaynabo

FirmCRD#:139895
SEC#:801-66886
No. of Advisors:12
No. of Clients:18
AUM:$7,908,935,832
FirmCRD#:226755
SEC#:801-98338
No. of Advisors:3
No. of Clients:3147
AUM:$4,385,973,905
FirmCRD#:311371
SEC#:801-120030
No. of Advisors:1
No. of Clients:2
AUM:$2,584,254,305
FirmCRD#:8096
SEC#:801-57928
No. of Advisors:95
No. of Clients:2530
AUM:$2,228,633,350
FirmCRD#:111452
SEC#:801-60176
No. of Advisors:12
No. of Clients:11
AUM:$2,218,085,727
FirmCRD#:318328
SEC#:801-123218
No. of Advisors:1
No. of Clients:4
AUM:$2,121,342,058
FirmCRD#:313653
SEC#:801-120872
No. of Advisors:11
No. of Clients:12
AUM:$2,106,631,943
FirmCRD#:173621
SEC#:801-80552
No. of Advisors:3
No. of Clients:2483
AUM:$2,105,953,989
FirmCRD#:313696
SEC#:801-120846
No. of Advisors:11
No. of Clients:24
AUM:$1,814,755,800
FirmCRD#:312519
SEC#:801-120433
No. of Advisors:22
No. of Clients:8
AUM:$1,618,771,160
FirmCRD#:304281
SEC#:801-128498
No. of Advisors:7
No. of Clients:5
AUM:$1,268,751,079
FirmCRD#:152922
SEC#:801-71199
No. of Advisors:12
No. of Clients:3343
AUM:$1,231,750,134
FirmCRD#:289222
SEC#:801-112451
No. of Advisors:5
No. of Clients:14
AUM:$1,213,688,874
FirmCRD#:170679
SEC#:801-79616
No. of Advisors:10
No. of Clients:7
AUM:$728,151,543

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.