List of Financial planners in Puerto Rico?
There are 110 Financial planners in Puerto Rico as of November, 2025. The highest number of Financial planners of Puerto Rico are in San Juan and Guaynabo with 51 businesses and 38 businesses, respectively. San Juan makes up approximately 46.4% of all Financial planners in the Puerto Rico.
Sample Data
Preview of Financial planner businesses in Puerto Rico
| Business Name | City | Rating | Reviews | Phone | Website | Latitude | Longitude |
|---|---|---|---|---|---|---|---|
|
EDGON Financial LLC
|
San Juan
|
★
5.0
|
70
|
(*5*) 2*7-*7*0 | edgonfinancial.com |
**.****
|
**.****
|
|
Prosperity Financial...
|
San Juan
|
★
4.0
|
30
|
(*8*) 6*9-*9*5 | prosperityfinancialg... |
**.****
|
**.****
|
|
PenFed Credit Union
|
Mayagüez
|
★
4.0
|
23
|
(*0*) 2*7-*6*6 | penfed.org |
**.****
|
**.****
|
|
FINORD - Financial S...
|
San Juan
|
★
5.0
|
19
|
(*8*) 3*4-*5*7 | finordfinancialservi... |
**.****
|
**.****
|
|
Primerica
|
Arecibo
|
★
5.0
|
19
|
(*8*) 4*7-*9*2 | livemore.net |
**.****
|
**.****
|
|
EXPERT ACCOUNTING GR...
|
San Lorenzo
|
★
5.0
|
14
|
(*8*) 7*6-*0*0 | expertaccountinggrou... |
**.****
|
**.****
|
|
LOYALTY FINANCIAL GR...
|
San Juan
|
★
2.0
|
11
|
(*8*) 7*7-*1*0 | Not available |
**.****
|
**.****
|
|
Monserrate Business...
|
Canóvanas
|
★
5.0
|
9
|
(*8*) 4*9-*7*5 | monbcr.com |
**.****
|
**.****
|
|
Merrill Lynch Wealth...
|
Guaynabo
|
★
3.0
|
6
|
(*8*) 2*4-*4*0 | advisor.ml.com |
**.****
|
**.****
|
|
MassMutual Puerto Ri...
|
San Juan
|
★
4.0
|
6
|
(*8*) 7*8-*2*4 | puertorico.massmutua... |
**.****
|
**.****
|
Get access to all 100 remaining Financial planners with complete contact information, addresses, and business details.
Get Complete List (110 Businesses)Top States
Highest concentration of Financial planners
| State | Business Count | Percentage |
|---|---|---|
| San Juan |
51
|
46.4%
|
| Guaynabo |
38
|
34.5%
|
| Mayagüez |
5
|
4.5%
|
| Caguas |
2
|
1.8%
|
| Manatí |
2
|
1.8%
|
| Hatillo |
1
|
0.9%
|
| Hormigueros |
1
|
0.9%
|
| Ponce |
1
|
0.9%
|
| San Germán |
1
|
0.9%
|
| San Lorenzo |
1
|
0.9%
|
| Arecibo |
1
|
0.9%
|
| Vega Alta |
1
|
0.9%
|
| Barranquitas |
1
|
0.9%
|
| Canóvanas |
1
|
0.9%
|
| Fajardo |
1
|
0.9%
|
| Gurabo |
1
|
0.9%
|
Top Cities
Cities with most Financial planners
| City | Business Count | Percentage |
|---|---|---|
|
San Juan
|
49
|
44.5%
|
|
Guaynabo
|
37
|
33.6%
|
|
Mayagüez
|
5
|
4.5%
|
|
Caguas
|
2
|
1.8%
|
|
Manatí
|
2
|
1.8%
|
|
Arecibo
|
1
|
0.9%
|
|
Barranquitas
|
1
|
0.9%
|
|
Canóvanas
|
1
|
0.9%
|
|
Baralt
|
1
|
0.9%
|
|
San Juan
|
1
|
0.9%
|
|
Gurabo
|
1
|
0.9%
|
|
Carrizales
|
1
|
0.9%
|
|
Hormigueros
|
1
|
0.9%
|
|
San Juan
|
1
|
0.9%
|
|
Ponce
|
1
|
0.9%
|
|
San Germán
|
1
|
0.9%
|
|
Guaynabo
|
1
|
0.9%
|
|
Hato Rey
|
1
|
0.9%
|
|
San Lorenzo
|
1
|
0.9%
|
|
Vega Alta
|
1
|
0.9%
|
What Data Do We Provide?
Our list for Financial planners in Puerto Rico is one of the most comprehensive in the industry. As of December, 2025, we have compiled data on 110 verified listings.
Essential Business Details
Complete business name, full address, and operational hours for all 110 Financial planners
Contact Information
Direct phone numbers, email addresses, and website URLs for Financial planners across Puerto Rico
Customer Engagement Metrics
Average ratings, total review counts, and customer feedback data from Financial planners in Puerto Rico
Precise Geolocation Data
Exact latitude/longitude coordinates and regional distribution across 17 states in Puerto Rico
Complete Data Fields for Financial planners in Puerto Rico:
Each of the 110 Financial planners records includes:
Business Attributes
Common features and services (10+ businesses)
services
amenities
other
How You Can Use Financial planners Data from Puerto Rico
Our comprehensive list of 110 Financial planners in Puerto Rico empowers you to reach the right audience through multiple channels. Here are key ways this data can give you a competitive edge in the Financial planners industry.
Geospatial Analysis & Hotspot Detection
Perform advanced spatial analysis to identify business clusters, service gaps, and market saturation patterns across 17 states in Puerto Rico using precise coordinate data from 110 Financial planners.
Market Research & Competitive Analysis
Analyze trends, saturation, and competitor presence across 17 states in Puerto Rico to uncover underserved areas and high-potential markets for Financial planners.
Lead Generation & Sales Prospecting
Find and reach Financial planners in Puerto Rico using verified phone numbers, websites, and category filters for smarter, targeted prospecting.
Location Intelligence & Expansion Planning
Plan new Financial planners openings or rollouts using density maps and insights from our 110 listings to target low-competition, high-demand zones in Puerto Rico.
AI & NLP Model Training
Train machine learning models with structured data and real user reviews from 110 Financial planners for improved sentiment analysis and recommendation systems.
Real Estate & Investment Insights
Evaluate commercial potential in Puerto Rico by analyzing the distribution of Financial planners across 20 cities and their activity trends.
Email Marketing Campaigns
Run targeted email campaigns to Financial planners in Puerto Rico using verified email addresses for personalized outreach and improved conversion rates.
Cold Calling & Telemarketing
Use up-to-date phone numbers from our 110 Financial planners database to initiate effective conversations and improve call conversion rates.
Direct Mail Marketing
Send promotional materials to Financial planners across Puerto Rico using accurate mailing addresses for targeted delivery and higher response rates.
Social Media Outreach
Engage Financial planners in Puerto Rico via Instagram, LinkedIn, or Facebook using curated profile data for multi-channel marketing.
Footfall & Demand Estimation
Estimate local foot traffic and demand by analyzing the concentration of Financial planners in specific regions of Puerto Rico and their popularity metrics.
Local SEO & Digital Services
Optimize marketing strategies for Financial planners by studying GMB listings, ratings, and categories used by top-performing competitors in Puerto Rico.
Mapping & Navigation Integration
Add Financial planners POI data to your apps for delivery, logistics, or travel using accurate coordinates from 110 verified locations in Puerto Rico.
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How can I download a list of Financial planners in Puerto Rico into Excel?
You can download the complete list of 110 Financial planners data as an Excel file, along with geo-coded addresses, phone numbers and open hours by contacting our sales team.