American Portfolios Advisors Review

Trust Score 82%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

American Portfolios Advisors, federally registered in 2002, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 15 advisors. American Portfolios Advisors manages $6.5 billion and provides investment advisory services for 30,380 clients (1:2026 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $10,000
Average Client Balance $212,804
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $6.5 billion
Advisor / Client Ratio 1:2026
Headquarters Holbrook, NY
SEC Filings Forms and Brochures    (CRD # 112697)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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