{ "path": "/advisors/pr", "url": "https://advisorcensus.com/advisors/pr/page/3", "page_type": "state", "title": "Financial advisors in Puerto Rico", "filters": {}, "scope_total": 188, "faq": [ { "q": "How many financial advisory firms are there in Puerto Rico?", "a": "AdvisorCensus lists 188 investment advisory firms with a principal office in Puerto Rico, from Form ADV filings as of October 2026: 50 SEC-registered, 34 state-registered, and 104 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Puerto Rico?", "a": "18 of the 188 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Puerto Rico offer financial planning?", "a": "26 of the 84 firms in Puerto Rico that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Puerto Rico fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 18 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 188 investment advisory firms with a principal office in Puerto Rico, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Puerto Rico: 188 firms from Form ADV filings as of October 2026.", "total_firms": 188, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 50, "state": 34, "exempt": 104 }, "fee_model_mix": [ { "code": "fee-only", "count": 18 }, { "code": "percentage_of_aum", "count": 77 }, { "code": "hourly", "count": 17 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 35 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 29 }, { "code": "other", "count": 13 }, { "code": "not_reported", "count": 104 } ], "years_registered_distribution": [ { "code": "under_5", "count": 126 }, { "code": "5_to_9", "count": 35 }, { "code": "10_to_19", "count": 17 }, { "code": "20_plus", "count": 5 }, { "code": "not_reported", "count": 5 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 10 }, { "code": "25m_100m", "count": 15 }, { "code": "100m_500m", "count": 19 }, { "code": "500m_1b", "count": 9 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 118 } ], "firms": [ { "crd_number": 301277, "name": "Lyon Bern, LLC", "name_as_filed": "LYON BERN, LLC", "url": "https://advisorcensus.com/firm/lyon-bern-llc-san-juan-pr-301277", "city": "San Juan", "state": "PR", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321850, "name": "M31 Capital Management, LLC", "name_as_filed": "M31 CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/m31-capital-management-llc-san-juan-pr-321850", "city": "San Juan", "state": "PR", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310795, "name": "Mainstreet Advisors, LLC", "name_as_filed": "MAINSTREET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mainstreet-advisors-llc-san-juan-pr-310795", "city": "San Juan", "state": "PR", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 286047, "name": "Manchester Management PR, LLC", "name_as_filed": "MANCHESTER MANAGEMENT PR, LLC", "url": "https://advisorcensus.com/firm/manchester-management-pr-llc-san-juan-pr-286047", "city": "San Juan", "state": "PR", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304737, "name": "Marking, LLC", "name_as_filed": "MARKING, LLC", "url": "https://advisorcensus.com/firm/marking-llc-san-juan-pr-304737", "city": "San Juan", "state": "PR", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326612, "name": "Mascap Management LLC", "name_as_filed": "MASCAP MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mascap-management-llc-san-juan-pr-326612", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313635, "name": "McKenzie Investment Advisors LLC", "name_as_filed": "MCKENZIE INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/mckenzie-investment-advisors-llc-guaynabo-pr-313635", "city": "Guaynabo", "state": "PR", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299733, "name": "Merchant Banking Advisors, Inc.", "name_as_filed": "MERCHANT BANKING ADVISORS, INC.", "url": "https://advisorcensus.com/firm/merchant-banking-advisors-inc-299733", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "commissions" ], "enhanced": false }, { "crd_number": 339191, "name": "Metro Capital MGMT LLC", "name_as_filed": "METRO CAPITAL MGMT LLC", "url": "https://advisorcensus.com/firm/metro-capital-mgmt-llc-san-juan-pr-339191", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306250, "name": "MGU Advisory, LLC", "name_as_filed": "MGU ADVISORY, LLC", "url": "https://advisorcensus.com/firm/mgu-advisory-llc-san-juan-pr-306250", "city": "San Juan", "state": "PR", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318328, "name": "Mission Prime LLC", "name_as_filed": "MISSION PRIME LLC", "url": "https://advisorcensus.com/firm/mission-prime-llc-guaynabo-pr-318328", "city": "Guaynabo", "state": "PR", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330961, "name": "Mobility Partners LLC", "name_as_filed": "MOBILITY PARTNERS LLC", "url": "https://advisorcensus.com/firm/mobility-partners-llc-san-juan-pr-330961", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291230, "name": "Moonsail Capital LLC", "name_as_filed": "MOONSAIL CAPITAL LLC", "url": "https://advisorcensus.com/firm/moonsail-capital-llc-san-juan-pr-291230", "city": "San Juan", "state": "PR", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298911, "name": "Morro Venture Partners LLC", "name_as_filed": "MORRO VENTURE PARTNERS LLC", "url": "https://advisorcensus.com/firm/morro-venture-partners-llc-san-juan-pr-298911", "city": "San Juan", "state": "PR", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338367, "name": "Morro Ventures Caribbean", "name_as_filed": "MORRO VENTURES CARIBBEAN", "url": "https://advisorcensus.com/firm/morro-ventures-caribbean-san-juan-pr-338367", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332437, "name": "Negron-Ramos LLC", "name_as_filed": "NEGRON-RAMOS LLC", "url": "https://advisorcensus.com/firm/negron-ramos-llc-san-juan-pr-332437", "city": "San Juan", "state": "PR", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340782, "name": "Newbird Management LLC", "name_as_filed": "NEWBIRD MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/newbird-management-llc-guaynabo-pr-340782", "city": "Guaynabo", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134513, "name": "Nichols Group LLC", "name_as_filed": "NICHOLS GROUP LLC", "url": "https://advisorcensus.com/firm/nichols-group-llc-134513", "city": null, "state": null, "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334597, "name": "Olive Hospitality Group LLC", "name_as_filed": "OLIVE HOSPITALITY GROUP LLC", "url": "https://advisorcensus.com/firm/olive-hospitality-group-llc-san-juan-pr-334597", "city": "San Juan", "state": "PR", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 29753, "name": "Oriental Financial Services LLC", "name_as_filed": "ORIENTAL FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/oriental-financial-services-llc-san-juan-pr-29753", "city": "San Juan", "state": "PR", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312982, "name": "Oriental Trust", "name_as_filed": "ORIENTAL TRUST", "url": "https://advisorcensus.com/firm/oriental-trust-san-juan-pr-312982", "city": "San Juan", "state": "PR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304978, "name": "Owlcrest Partners LLC", "name_as_filed": "OWLCREST PARTNERS LLC", "url": "https://advisorcensus.com/firm/owlcrest-partners-llc-san-juan-pr-304978", "city": "San Juan", "state": "PR", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289989, "name": "Palm Drive Ventures, LLC", "name_as_filed": "PALM DRIVE VENTURES, LLC", "url": "https://advisorcensus.com/firm/palm-drive-ventures-llc-san-juan-pr-289989", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 146622, "name": "Pariter Wealth Management Group LLC", "name_as_filed": "PARITER WEALTH MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/pariter-wealth-management-group-llc-guaynabo-pr-146622", "city": "Guaynabo", "state": "PR", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 194513, "name": "Parliament Capital Management, LLC", "name_as_filed": "PARLIAMENT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/parliament-capital-management-llc-san-juan-pr-194513", "city": "San Juan", "state": "PR", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 335981, "name": "Patagonia Research", "name_as_filed": "PATAGONIA RESEARCH", "url": "https://advisorcensus.com/firm/patagonia-research-san-juan-pr-335981", "city": "San Juan", "state": "PR", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328072, "name": "PCO Capital LLC", "name_as_filed": "PCO CAPITAL LLC", "url": "https://advisorcensus.com/firm/pco-capital-llc-san-juan-pr-328072", "city": "San Juan", "state": "PR", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 125772, "name": "Pension Partners, LLC", "name_as_filed": "PENSION PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pension-partners-llc-san-juan-pr-125772", "city": "San Juan", "state": "PR", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317855, "name": "Phalanx Advisors LLC", "name_as_filed": "PHALANX ADVISORS LLC", "url": "https://advisorcensus.com/firm/phalanx-advisors-llc-san-juan-pr-317855", "city": "San Juan", "state": "PR", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306551, "name": "Phorcys Investment Advisors, LLC", "name_as_filed": "PHORCYS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/phorcys-investment-advisors-llc-guaynabo-pr-306551", "city": "Guaynabo", "state": "PR", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330485, "name": "Pinnacle Equity Partners GP LLC", "name_as_filed": "PINNACLE EQUITY PARTNERS GP LLC", "url": "https://advisorcensus.com/firm/pinnacle-equity-partners-gp-llc-guaynabo-pr-330485", "city": "Guaynabo", "state": "PR", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304281, "name": "Pleasant Lake Partners LLC", "name_as_filed": "PLEASANT LAKE PARTNERS LLC", "url": "https://advisorcensus.com/firm/pleasant-lake-partners-llc-rincon-pr-304281", "city": "Rincon", "state": "PR", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337408, "name": "Poppy Capital", "name_as_filed": "POPPY CAPITAL", "url": "https://advisorcensus.com/firm/poppy-capital-san-juan-pr-337408", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313653, "name": "Popular Asset Management", "name_as_filed": "POPULAR ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/popular-asset-management-san-juan-pr-313653", "city": "San Juan", "state": "PR", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 8096, "name": "Popular Securities, LLC", "name_as_filed": "POPULAR SECURITIES, LLC", "url": "https://advisorcensus.com/firm/popular-securities-llc-hato-rey-pr-8096", "city": "Hato Rey", "state": "PR", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 326835, "name": "PR Five Wealth Management LLC", "name_as_filed": "PR FIVE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pr-five-wealth-management-llc-san-juan-pr-326835", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323280, "name": "Praetorian PR LLC", "name_as_filed": "PRAETORIAN PR LLC", "url": "https://advisorcensus.com/firm/praetorian-pr-llc-rincon-pr-323280", "city": "Rincon", "state": "PR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341073, "name": "Preferred Capital Fund Management LLC", "name_as_filed": "PREFERRED CAPITAL FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/preferred-capital-fund-management-llc-san-juan-pr-341073", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322416, "name": "Protocap Management LLC", "name_as_filed": "PROTOCAP MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/protocap-management-llc-san-juan-pr-322416", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342598, "name": "RAD Capital GP LLC", "name_as_filed": "RAD CAPITAL GP LLC", "url": "https://advisorcensus.com/firm/rad-capital-gp-llc-san-juan-pr-342598", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111452, "name": "Rational Advisors, Inc.", "name_as_filed": "RATIONAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/rational-advisors-inc-san-juan-pr-111452", "city": "San Juan", "state": "PR", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315087, "name": "RE Investment Advisors, LLC", "name_as_filed": "RE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/re-investment-advisors-llc-san-juan-pr-315087", "city": "San Juan", "state": "PR", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334378, "name": "Rebel Management, LLC", "name_as_filed": "REBEL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rebel-management-llc-san-juan-pr-334378", "city": "San Juan", "state": "PR", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318050, "name": "Relative Sentiment Technologies, LLC", "name_as_filed": "RELATIVE SENTIMENT TECHNOLOGIES, LLC", "url": "https://advisorcensus.com/firm/relative-sentiment-technologies-llc-humacao-pr-318050", "city": "Humacao", "state": "PR", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 325702, "name": "Rioblanco Capital LLC", "name_as_filed": "RIOBLANCO CAPITAL LLC", "url": "https://advisorcensus.com/firm/rioblanco-capital-llc-san-juan-pr-325702", "city": "San Juan", "state": "PR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 337701, "name": "Robostrategy Advisors", "name_as_filed": "ROBOSTRATEGY ADVISORS", "url": "https://advisorcensus.com/firm/robostrategy-advisors-san-juan-pr-337701", "city": "San Juan", "state": "PR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331188, "name": "Rocana-Semillero Advisors PR LLC", "name_as_filed": "ROCANA-SEMILLERO ADVISORS PR LLC", "url": "https://advisorcensus.com/firm/rocana-semillero-advisors-pr-llc-san-juan-pr-331188", "city": "San Juan", "state": "PR", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334344, "name": "RR Fund Management LLC", "name_as_filed": "RR FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rr-fund-management-llc-caguas-pr-334344", "city": "Caguas", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332175, "name": "Sabanera Private Equity Manager LLC", "name_as_filed": "SABANERA PRIVATE EQUITY MANAGER LLC", "url": "https://advisorcensus.com/firm/sabanera-private-equity-manager-llc-dorado-pr-332175", "city": "Dorado", "state": "PR", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339875, "name": "Salamanca Capital LLC", "name_as_filed": "SALAMANCA CAPITAL LLC", "url": "https://advisorcensus.com/firm/salamanca-capital-llc-san-juan-pr-339875", "city": "San Juan", "state": "PR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/pr", "label": "Financial advisors in Puerto Rico" }, "fee_pages": [ { "path": "/advisors/pr/fee-only", "label": "Fee-only financial advisors in Puerto Rico", "firm_count": 18 }, { "path": "/advisors/pr/flat-fee", "label": "Flat-fee financial advisors in Puerto Rico", "firm_count": 35 }, { "path": "/advisors/pr/hourly", "label": "Hourly financial advisors in Puerto Rico", "firm_count": 17 } ] }, "csv": "https://advisorcensus.com/advisors/pr.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }