National Retirement Planning Experts

National Coverage
Local Professionals

PORTICO WEALTH ADVISORS, LLC

17 E. Sir Francis Drake Blvd.
Suite 218
Larkspur, California 94939
Tel: 415-925-8700

Need a Financial Advisor?
Compare Vetted Advisors

About PORTICO WEALTH ADVISORS, LLC

PORTICO WEALTH ADVISORS, LLC, formally registered with the SEC as PORTICO WEALTH ADVISORS, LLC. The firm was established in 04/17/2015. They have over 1 offices throughout the country.

PORTICO WEALTH ADVISORS, LLC is a Larkspur, California based Financial Planning firm with nearly $232,348,843 assets under management, offering retirement planning & investment advisory services to 296 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151794
SEC#801-95174
Assets Managed by Firm$232,348,843
No. of Clients296
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total296$232,348,843
Individuals (other than high net worth individuals)36$16,596,925
High net worth individuals49$122,873,386
Pension and profit sharing plansFewer than 5 clients$10,174,682
Corporations or other businesses14$82,703,850

More Retirement Planning firms in Larkspur, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in Larkspur, California