Portfolio Advisors, Inc.

Portfolio Advisors, Inc. (CRD# 106111) is a financial advisory firm headquartered in Fresno, CA. They manage $128,900,000 in 711 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    711
    ACCOUNTS
  • Average Account Value
    $181,294
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Portfolio Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Michael J. Leffler
CRD#: 2539871
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711
96
Wealthminder
score

Michael Leffler (CRD# 2539871) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 22 years of experience in the finance industry. Michael Leffler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tina Mistry
CRD#: 5520596
7571 N. Remington Ave, Suite 105, Fresno, CA 93711
96
Wealthminder
score

Tina Mistry (CRD# 5520596) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 9 years of experience in the finance industry. Tina Mistry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kenneth E. Hatfield
CRD#: 5940320
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711
90
Wealthminder
score

Kenneth Hatfield (CRD# 5940320) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 6 years of experience in the finance industry.

4
William M. Thompson
CRD#: 2814250
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711
90
Wealthminder
score

William Thompson (CRD# 2814250) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has 1 year of experience in the finance industry. William Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Andrew James M. Flores
CRD#: 6384742
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711
88
Wealthminder
score

Andrew James Flores (CRD# 6384742) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 2 years of experience in the finance industry.

6
Jordan S. Naffa
CRD#: 6534732
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711
87
Wealthminder
score

Jordan Naffa (CRD# 6534732) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.