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PORTFOLIO ADVISORS LLC

DARIEN, CT · CRD 105981 · IAPD ↗ · futurestandard.com · 203-662-3456

$47.84BRegulatory AUM
83Advisory reps
164Employees
4Clients
n/aPlanning clients
92Private funds
38States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — PORTFOLIO ADVISORS LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
36
April 2025 — PORTFOLIO ADVISORS LLC notice-filed in KS, MD, ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.