Wealth Manager
    SEC Registered

    Portfolio Advisors LLC

    Registered investment advisor · Darien, Connecticut · CRD #105981

    Assets Under Management
    $47.8B
    Client Accounts
    123
    Employees
    164
    CRD Number
    105981
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Portfolio Advisors LLC

    Portfolio Advisors LLC is a SEC-registered investment advisory firm headquartered in Darien, Connecticut, managing approximately $47.8B in regulatory assets across 123 client accounts. The firm's full regulatory record is filed with the SEC under CRD #105981.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Portfolio Advisors LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Portfolio Advisors LLC's AUM?

    Portfolio Advisors LLC reports approximately $47.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Portfolio Advisors LLC headquartered?

    Portfolio Advisors LLC is headquartered in Darien, Connecticut.

    What is Portfolio Advisors LLC's CRD number?

    Portfolio Advisors LLC's CRD number is 105981. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Portfolio Advisors LLC manage?

    Portfolio Advisors LLC manages approximately 123 client accounts according to its latest SEC filing.

    Is Portfolio Advisors LLC SEC registered?

    Yes, Portfolio Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Connecticut

    AQR Capital Management, LLC
    Greenwich, CT · $311.7B AUM
    Point72 Asset Management, L.P.
    Stamford, CT · $274.1B AUM
    Bridgewater Associates, LP
    Westport, CT · $150.2B AUM
    Verition Fund Management LLC
    Greenwich, CT · $139.4B AUM
    Hartford Investment Management Company
    Hartford, CT · $123.6B AUM
    New England Asset Management, Inc.
    Farmington, CT · $111.7B AUM
    See all top RIA firms in Connecticut →

    Research firms like Portfolio Advisors LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial