A complete list of active advisors currently associated with Portfolio Advisors, Inc.

Warmer can help you find a great advisor at Portfolio Advisors, Inc. or one who fits your needs even better.

Portfolio Advisors, Inc. advises individuals, high‑net‑worth clients, and pension/profit‑sharing plans, offering investment advisory services alongside financial planning and consulting. The brochure describes a menu of services including non‑discretionary portfolio management, preliminary and project‑based financial planning, pension consulting, estate settlement assistance, held‑away account advice, and speaking engagements. The firm’s investment approach is grounded in efficient‑market, asset‑allocation principles and typically implements portfolios using non‑actively managed, asset‑class mutual funds and access to Dimensional Fund Advisors strategies. Portfolio management is delivered primarily on a non‑discretionary basis — the firm requires prior client consent for trades — and it may recommend or oversee third‑party managers while advising on allocations to held‑away accounts. Noteworthy features in the brochure include a range of one‑time project offerings (tax return and Social Security reviews, CalSTRS/CalPERS coordination, investment second opinions, and insurance analyses), access to the Wealth.com estate‑planning platform, and estate settlement services. The firm also conducts educational speaking engagements and discloses the use of client testimonials in its marketing, both of which are less common among similar supported firms, and its reported AUM is managed largely on a non‑discretionary basis.

To learn more about the advisors currently working at Portfolio Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.