Portfolio Advisory Associates
- Company typePrivate
- Founded1992
- HeadquartersRockville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Portfolio Advisory Associates firmographics
Firmographics- Name
- Portfolio Advisory Associates
- Legal name
- Portfolio Advisory Associates
- Website
- https://portfolioadvisoryassoc.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Portfolio Advisory Associates industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Discretionary Portfolio Management (Retail) (FSAAAAAH), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where Portfolio Advisory Associates is headquartered
LocationHeadquarters
- HQ city
- Rockville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Portfolio Advisory Associates business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: Revenue generated through financial advisory and wealth management services offered to individual clients. Securities and investment products are provided through Cetera Advisors LLC, with advisors operating as independent representatives.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Portfolio Advisory Associates product offering
Product offeringCore offering
Portfolio Advisory Associates provides tax-focused financial planning and wealth management services for individuals, families, and business owners. The firm delivers personalized advisory services — including retirement income planning, estate planning, investment management, insurance guidance, and tax-smart planning — through licensed representatives of Cetera Advisors LLC, supported by educational resources, calculators, and a client portal.
Product overview
Portfolio Advisory Associates (PAA) offers a comprehensive financial advisory service focused on tax-smart wealth management strategies. Their service is delivered through personalized financial planning rather than a software product platform. The firm provides advisory services including financial planning, investment management, retirement planning, estate planning, insurance planning, and tax planning. They supplement their services with client-facing tools such as a Federal Capital Gains Tax Estimator, calculators, educational resources, and a client portal (AdviceWorks). The company tailors its approach to different client segments including newly independent individuals, pre-retirees, retirees, executives and professionals, and business owners.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax-Savvy Financial Planning Personalized, tax-smart financial planning service that addresses financial decisions across clients' lifetimes, delivered by a team of former accountants and a current CPA. Targeted at individuals, families, and business owners seeking holistic planning that prioritizes tax efficiency.
- Wealth Management Comprehensive wealth management service that looks holistically at clients' wealth across accumulation and retirement stages, with investment products and execution delivered through Cetera Advisors LLC representatives.
- Retirement Income Planning
Companies that use Portfolio Advisory Associates
Customer profileSegments4 records
Ideal customer profiles4 records
Portfolio Advisory Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Portfolio Advisory Associates partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cetera Advisors LLCcoreCetera Advisors LLC exclusively provides investment products and services through its representatives. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. This partnership enables PAA advisors to offer investment products while focusing on tax-smart wealth management planning.
Scale indicators1 record
Recent moves3 records
Expansion highlights3 records
Portfolio Advisory Associates competitors and assessment
Company assessmentBroad incumbents
- Cetera Financial Group: Parent/partner broker-dealer and RIA network that provides PAA its execution and advisory infrastructure. Comparable as the overarching ecosystem and as a source of similar independent-advisor affiliated firms competing in the same space.
- Edelman Financial Engines: Large national RIA combining financial planning, investment management, and tax-aware strategies for individuals; competes for the same personas as PAA but with vastly broader scale and brand recognition.
- Schwab Personal Advisor Services: Custodian-affiliated advisory offering combining dedicated CFP advice with Schwab's investment capabilities; competes for PAA's newly independent and retiree segments with a much larger digital and operational footprint.
- Vanguard Personal Advisor Services: Low-cost hybrid advice offering from Vanguard combining human advisors with digital planning tools; directly relevant to PAA's accumulation-phase and retiree clients as a benchmark for fee/value perception.
Direct peers
- Creative Planning: Large independent RIA offering holistic wealth, tax, estate, and retirement planning to individuals and business owners. Directly comparable to PAA in service mix, though at vastly greater scale.
- Mercer Advisors: National independent RIA focused on holistic financial planning, tax-aware investing, and retirement/estate planning for individuals and families — directly overlapping PAA's persona set and service suite.
- Savant Wealth Management: Fee-only independent advisory firm delivering financial planning, investment management, and tax-aware strategies to individuals and business owners, with a comparable multi-life-stage client model.
- Carson Wealth: Independent RIA network serving individuals, families, and business owners with comprehensive wealth planning, tax, and estate services — comparable in offering set and advisor-affiliated model.
- Wealth Enhancement Group: Independent wealth management firm providing financial planning, investment management, and tax-aware advice to individuals and business owners across multiple US regions.
Emerging players
- Facet Wealth: Digital-first hybrid RIA offering flat-fee financial planning to individuals, including retirees and professionals — a tech-enabled, scaling competitor that pressures traditional relationship-only firms like PAA.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Portfolio Advisory Associates social profiles
Digital presencePortfolio Advisory Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
Portfolio Advisory Associates leadership team
Management profileNumber of profiles
Portfolio Advisory Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Portfolio Advisory Associates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Portfolio Advisory Associates
What does Portfolio Advisory Associates do?
Portfolio Advisory Associates provides tax-focused financial planning and wealth management services for individuals, families, and business owners. The firm delivers personalized advisory services — including retirement income planning, estate planning, investment management, insurance guidance, and tax-smart planning — through licensed representatives of Cetera Advisors LLC, supported by educational resources, calculators, and a client portal.
Is Portfolio Advisory Associates a public or private company?
Portfolio Advisory Associates is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Portfolio Advisory Associates founded?
Portfolio Advisory Associates was founded in 1992. It employs 1 to 10 people.
Where is Portfolio Advisory Associates based?
Portfolio Advisory Associates is headquartered in Rockville, United States, in the North America region.
How does Portfolio Advisory Associates make money?
One revenue line is on record: financial Advisory Services.
Who are Portfolio Advisory Associates's main competitors?
Broad incumbents on record are Cetera Financial Group, Edelman Financial Engines, Schwab Personal Advisor Services and Vanguard Personal Advisor Services. Direct peers are Creative Planning, Mercer Advisors, Savant Wealth Management, Carson Wealth and Wealth Enhancement Group. Facet Wealth is listed as an emerging player.
Does Portfolio Advisory Associates have an API?
No public API is recorded for Portfolio Advisory Associates.
What industry is Portfolio Advisory Associates in?
Portfolio Advisory Associates's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.