PORTFOLIO ADVISORS, INC.
CRD #106111 SEC #801-38220 FRESNO, CA 559-432-8400
SEC Registered
Total AUM
$224.3M
Discretionary
$0
Employees
7
Clients
101
Accounts
755
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $224.3M | $0 | $224.3M | 7 | 3 |
| Jun 2025 | $224.3M | $0 | $224.3M | 7 | 3 |
| Mar 2025 | $224.3M | $0 | $224.3M | 7 | 3 |
| Mar 2025 | $224.3M | $0 | $224.3M | 7 | 3 |
| May 2024 | $206.2M | $0 | $206.2M | 6 | 3 |
| Apr 2024 | $206.2M | $0 | $206.2M | 6 | 3 |
| Feb 2024 | $206.2M | $0 | $206.2M | 6 | 3 |
| Feb 2024 | $206.2M | $0 | $206.2M | 6 | 3 |
| Aug 2023 | $196.8M | $0 | $196.8M | 5 | 3 |
| Aug 2023 | $196.8M | $0 | $196.8M | 5 | 3 |
| Feb 2023 | $196.8M | $0 | $196.8M | 5 | 3 |
| Feb 2023 | $196.8M | $0 | $196.8M | 5 | 3 |
| Nov 2022 | $236.3M | $0 | $236.3M | 6 | 2 |
| Mar 2022 | $236.3M | $0 | $236.3M | 6 | 2 |
| Mar 2022 | $236.3M | $0 | $236.3M | 6 | 2 |
| Oct 2021 | $205M | $0 | $205M | 5 | 2 |
| Oct 2021 | $205M | $0 | $205M | 5 | 2 |
| Feb 2021 | $205M | $0 | $205M | 6 | 2 |
| Feb 2021 | $205M | $0 | $205M | 6 | 2 |
| Oct 2020 | $190.5M | $0 | $190.5M | 7 | 3 |
| Jun 2020 | $190.5M | $0 | $190.5M | 7 | 3 |
| Apr 2020 | $190.5M | $0 | $190.5M | 7 | 3 |
| Mar 2020 | $190.5M | $0 | $190.5M | 7 | 3 |
| May 2019 | $168.9M | $0 | $168.9M | 7 | 0 |
| Feb 2019 | $168.9M | $0 | $168.9M | 7 | 0 |
| Oct 2018 | $186.7M | $0 | $186.7M | 7 | 0 |
| May 2018 | $186.7M | $0 | $186.7M | 7 | 0 |
| Mar 2018 | $186.7M | $0 | $186.7M | 7 | 0 |
| Jun 2017 | $143.1M | $0 | $143.1M | 8 | 200 |
| Feb 2017 | $143.1M | $0 | $143.1M | 8 | 200 |
| Oct 2016 | $132M | $132M | $0 | 6 | 200 |
| Jul 2016 | $128.9M | $128.9M | $0 | 6 | 200 |
| Mar 2016 | $128.9M | $128.9M | $0 | 6 | 200 |
| Feb 2015 | $142M | $0 | $142M | 6 | 200 |
| Mar 2014 | $144M | $0 | $144M | 5 | 200 |
| Feb 2014 | $144M | $0 | $144M | 5 | 200 |
| Feb 2013 | $123.5M | $0 | $123.5M | 5 | 200 |
| Mar 2012 | $121.1M | $0 | $121.1M | 6 | 248 |
| Jul 2011 | $129M | $0 | $129M | 10 | -- |
| Mar 2011 | $129M | $0 | $129M | 10 | -- |
| Mar 2010 | $114.7M | $0 | $114.7M | 10 | -- |
| May 2009 | $91.7M | $0 | $91.7M | 10 | -- |
| Apr 2009 | $91.7M | $0 | $91.7M | 10 | -- |
| Mar 2008 | $146.9M | $0 | $146.9M | 10 | -- |
| Mar 2007 | $238.9M | $0 | $238.9M | 10 | -- |
| Mar 2006 | $186.9M | $0 | $186.9M | 10 | -- |
| Sep 2005 | $156.7M | $0 | $156.7M | 10 | -- |
| Mar 2002 | $80.7M | $0 | $80.7M | 5 | -- |
| Jul 2001 | $73.7M | $0 | $73.7M | 5 | -- |
DateJun 2025
Total AUM$224.3M
Discretionary$0
Non-Disc.$224.3M
Employees7
Clients3
DateJun 2025
Total AUM$224.3M
Discretionary$0
Non-Disc.$224.3M
Employees7
Clients3
DateMar 2025
Total AUM$224.3M
Discretionary$0
Non-Disc.$224.3M
Employees7
Clients3
DateMar 2025
Total AUM$224.3M
Discretionary$0
Non-Disc.$224.3M
Employees7
Clients3
DateMay 2024
Total AUM$206.2M
Discretionary$0
Non-Disc.$206.2M
Employees6
Clients3
DateApr 2024
Total AUM$206.2M
Discretionary$0
Non-Disc.$206.2M
Employees6
Clients3
DateFeb 2024
Total AUM$206.2M
Discretionary$0
Non-Disc.$206.2M
Employees6
Clients3
DateFeb 2024
Total AUM$206.2M
Discretionary$0
Non-Disc.$206.2M
Employees6
Clients3
DateAug 2023
Total AUM$196.8M
Discretionary$0
Non-Disc.$196.8M
Employees5
Clients3
DateAug 2023
Total AUM$196.8M
Discretionary$0
Non-Disc.$196.8M
Employees5
Clients3
DateFeb 2023
Total AUM$196.8M
Discretionary$0
Non-Disc.$196.8M
Employees5
Clients3
DateFeb 2023
Total AUM$196.8M
Discretionary$0
Non-Disc.$196.8M
Employees5
Clients3
DateNov 2022
Total AUM$236.3M
Discretionary$0
Non-Disc.$236.3M
Employees6
Clients2
DateMar 2022
Total AUM$236.3M
Discretionary$0
Non-Disc.$236.3M
Employees6
Clients2
DateMar 2022
Total AUM$236.3M
Discretionary$0
Non-Disc.$236.3M
Employees6
Clients2
DateOct 2021
Total AUM$205M
Discretionary$0
Non-Disc.$205M
Employees5
Clients2
DateOct 2021
Total AUM$205M
Discretionary$0
Non-Disc.$205M
Employees5
Clients2
DateFeb 2021
Total AUM$205M
Discretionary$0
Non-Disc.$205M
Employees6
Clients2
DateFeb 2021
Total AUM$205M
Discretionary$0
Non-Disc.$205M
Employees6
Clients2
DateOct 2020
Total AUM$190.5M
Discretionary$0
Non-Disc.$190.5M
Employees7
Clients3
DateJun 2020
Total AUM$190.5M
Discretionary$0
Non-Disc.$190.5M
Employees7
Clients3
DateApr 2020
Total AUM$190.5M
Discretionary$0
Non-Disc.$190.5M
Employees7
Clients3
DateMar 2020
Total AUM$190.5M
Discretionary$0
Non-Disc.$190.5M
Employees7
Clients3
DateMay 2019
Total AUM$168.9M
Discretionary$0
Non-Disc.$168.9M
Employees7
Clients0
DateFeb 2019
Total AUM$168.9M
Discretionary$0
Non-Disc.$168.9M
Employees7
Clients0
DateOct 2018
Total AUM$186.7M
Discretionary$0
Non-Disc.$186.7M
Employees7
Clients0
DateMay 2018
Total AUM$186.7M
Discretionary$0
Non-Disc.$186.7M
Employees7
Clients0
DateMar 2018
Total AUM$186.7M
Discretionary$0
Non-Disc.$186.7M
Employees7
Clients0
DateJun 2017
Total AUM$143.1M
Discretionary$0
Non-Disc.$143.1M
Employees8
Clients200
DateFeb 2017
Total AUM$143.1M
Discretionary$0
Non-Disc.$143.1M
Employees8
Clients200
DateOct 2016
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees6
Clients200
DateJul 2016
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees6
Clients200
DateFeb 2015
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees6
Clients200
DateMar 2014
Total AUM$144M
Discretionary$0
Non-Disc.$144M
Employees5
Clients200
DateFeb 2014
Total AUM$144M
Discretionary$0
Non-Disc.$144M
Employees5
Clients200
DateFeb 2013
Total AUM$123.5M
Discretionary$0
Non-Disc.$123.5M
Employees5
Clients200
DateMar 2012
Total AUM$121.1M
Discretionary$0
Non-Disc.$121.1M
Employees6
Clients248
DateJul 2011
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees10
Clients--
DateMar 2011
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees10
Clients--
DateMar 2010
Total AUM$114.7M
Discretionary$0
Non-Disc.$114.7M
Employees10
Clients--
DateMay 2009
Total AUM$91.7M
Discretionary$0
Non-Disc.$91.7M
Employees10
Clients--
DateApr 2009
Total AUM$91.7M
Discretionary$0
Non-Disc.$91.7M
Employees10
Clients--
DateMar 2008
Total AUM$146.9M
Discretionary$0
Non-Disc.$146.9M
Employees10
Clients--
DateMar 2007
Total AUM$238.9M
Discretionary$0
Non-Disc.$238.9M
Employees10
Clients--
DateMar 2006
Total AUM$186.9M
Discretionary$0
Non-Disc.$186.9M
Employees10
Clients--
DateSep 2005
Total AUM$156.7M
Discretionary$0
Non-Disc.$156.7M
Employees10
Clients--
DateMar 2002
Total AUM$80.7M
Discretionary$0
Non-Disc.$80.7M
Employees5
Clients--
DateJul 2001
Total AUM$73.7M
Discretionary$0
Non-Disc.$73.7M
Employees5
Clients--