Advisor Performance

Verified performance data from advisors competing for your business. Transparent returns, real track records.

Average Returns by Advisor

1-Year

3-Year

5-Year

Advisor Leaderboard

David Park

9.6

Fidelity Wealth

Growth EquityTech SectorRetirement Planning

11 years · 56 clients · NPS 95

21.7%

1Y Return

15.1%

3Y Avg

13.4%

5Y Avg

AUM: $210.0MFee: 0.45%

William Prescott

9.5

Rockefeller Capital

Direct InvestmentsImpact InvestingFamily Office

25 years · 18 clients · NPS 94

20.2%

1Y Return

15.8%

3Y Avg

14.2%

5Y Avg

AUM: $820.0MFee: 0.68%

Sarah Chen

9.4

Goldman Sachs PWM

Alternative InvestmentsTax OptimizationEstate Planning

14 years · 42 clients · NPS 92

18.4%

1Y Return

14.2%

3Y Avg

12.8%

5Y Avg

AUM: $480.0MFee: 0.65%

Margaret Holloway

9.4

Bessemer Trust

Multi-Gen PlanningPrivate EquityTax-Exempt Strategies

20 years · 22 clients · NPS 93

18.9%

1Y Return

15.3%

3Y Avg

13.7%

5Y Avg

AUM: $710.0MFee: 0.7%

Rachel Kim

9.3

Morgan Stanley

Alternative AssetsPrivate CreditFamily Office

16 years · 31 clients · NPS 91

19.3%

1Y Return

14.7%

3Y Avg

13.1%

5Y Avg

AUM: $540.0MFee: 0.72%

James Whitfield

9.2

JPMorgan Chase

Private BankingLending SolutionsFamily Office

22 years · 35 clients · NPS 90

15.8%

1Y Return

13.4%

3Y Avg

12.1%

5Y Avg

AUM: $620.0MFee: 0.58%

Michael Torres

9.1

Northern Trust

Trust AdministrationFixed IncomeInstitutional

18 years · 38 clients · NPS 88

16.2%

1Y Return

13.8%

3Y Avg

11.9%

5Y Avg

AUM: $320.0MFee: 0.55%

Priya Sharma

9.1

CPB

Citi Private Bank

Cross-Border PlanningStructured LendingCapital Markets

15 years · 33 clients · NPS 90

16.8%

1Y Return

13.9%

3Y Avg

12.3%

5Y Avg

AUM: $450.0MFee: 0.55%

Elena Vasquez

UBS

UBS Wealth Management

Sustainable InvestingArt AdvisoryGlobal Strategy

13 years · 28 clients · NPS 89

17.1%

1Y Return

14.5%

3Y Avg

12.6%

5Y Avg

AUM: $390.0MFee: 0.62%

Thomas Chen

8.8

Merrill Lynch Wealth

Retirement PlanningEducation FundingBanking Integration

9 years · 64 clients · NPS 86

14.9%

1Y Return

12.8%

3Y Avg

11.5%

5Y Avg

AUM: $175.0MFee: 0.5%

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No Conflicts

Portflo does not receive compensation from advisors based on assets managed. Advisors compete on your terms.

Portflo, Inc. is not a registered broker-dealer, investment adviser, or mortgage broker. The platform facilitates introductions between high-net-worth individuals and licensed third-party financial service providers. Portflo does not provide investment advice, execute securities transactions, or arrange mortgage financing. All investment advisory services are provided solely by third-party SEC-registered investment advisers or FINRA-registered broker-dealers. Mortgage rate information is provided for comparison purposes only; all lending is arranged through licensed lenders.

Accredited investor status requires verification of financial documentation in accordance with SEC Rule 501 of Regulation D by a qualified third party (licensed attorney, CPA, or registered broker-dealer). AI-assisted net worth aggregation is used to facilitate this process and does not constitute a final determination of accredited investor status. Net worth data is aggregated via Plaid, Zillow, and Carta integrations. All data is processed in accordance with applicable privacy laws including CCPA and GDPR.

Deal flow listings are provided for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security. Private placements involve substantial risk including illiquidity and the potential loss of principal. Past performance is not indicative of future results. No return projections made by third-party advisors on this platform should be construed as a guarantee.

Portflo Health Score is a proprietary informational metric and does not constitute investment, tax, or legal advice. Peer benchmarks are anonymized and aggregated. Individual results may vary. This platform is a technology demonstration; all data shown is illustrative.