Portfolio Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fresno, CA. Its latest Form ADV filing, dated March 10, 2026, reports $261M in regulatory assets under management, 7 employees, and 754 accounts.
Assets Under Management
$261M
Employees
7
Offices
--
Total Clients
238
Primary office
FRESNO, CA
7571 N. REMINGTON AVE., STE. 105, FRESNO, CA, United States
Top client segmentIndividuals represent 66.4% of total clients.
Top client categories% of clientsClients
1
Individuals
66.4%
158
2
HNWI
33.6%
80
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$261Mas of March 10, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$261M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$261M
Total Accounts754
10Y AUM Change+$118M (+82.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee34:1
10Y Employee Change-1 (-12.5%)
* 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.