Portfolio Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Darien, CT. Its latest Form ADV filing, dated March 27, 2026, reports $47.8B in regulatory assets under management, 164 employees, 8 offices, and 123 accounts.
Assets Under Management
$47.8B
Employees
164
Offices
8 offices
Total Clients
114
Primary office
DARIEN, CT
9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, United States
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 99.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
99.1%
113
2
Investment Cos.
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$47.8Bas of March 27, 2026
Discretionary61.7%
$29.5B
62% of total RAUM61.7%
Non-discretionary38.3%
$18.3B
38% of total RAUM38.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$47.8B
Total Accounts123
10Y AUM Change+$10.7B (+29.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees164
Clients per Employee1:1
10Y Employee Change+73 (+80.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.