American Portfolios Advisors

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Last updated: February 23rd, 2020. Data source: SEC filings.

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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
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 23
Percentage of Advisors Trusted Less than 1%
Minimum Investment $10,000
Average Client Balance $212,804
Total AUM $6.5 billion
Advisor / Client Ratio 1:2026
Headquarters Holbrook, NY
SEC Filings View SEC IAPD 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

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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