Portfolio Advisors LLC

Portfolio Advisors LLC (CRD# 105981) is a financial advisory firm headquartered in Darien, CT. They manage $36,370,759,549 in 88 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    36,371
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $413,304,086
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Portfolio Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian P. Murphy
CRD#: 4354852
9 Old Kings Highway South, Darien, CT 06820
87
Wealthminder
score

Brian Murphy (CRD# 4354852) is an Investment Advisor Representative working at Portfolio Advisors LLC in Darien, CT and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.