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MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.

OLD TAPPAN, NJ · CRD 125584 · IAPD ↗ · 201-768-0218

$168.7MRegulatory AUM
2Advisory reps
5Employees
2Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INC is now doing business as MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
64
March 2025 — MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INC reports 251-500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
40
August 2024 — MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INC filed an Item 4A succession naming MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, LLC (CRD 125584) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
42
August 2024 — MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, LLC is now doing business as MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
May 2024 — MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, LLC (OLD TAPPAN, NJ) is newly SEC-registered with $119.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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