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10Y YIELD4.12%-0.08%|
VIX14.23-2.41%|
AAPL248.92+0.87%|
MSFT492.30+1.12%|
NVDA1,284.50+4.23%|
TSLA172.63-1.05%|
AMZN186.40+0.65%|
S&P 5005,842.31+1.24%|
NASDAQ18,924.67+1.87%|
DOW43,221.55+0.92%|
BTC97,342.00+3.41%|
ETH4,128.50+2.18%|
GOLD2,891.40+0.32%|
10Y YIELD4.12%-0.08%|
VIX14.23-2.41%|
AAPL248.92+0.87%|
MSFT492.30+1.12%|
NVDA1,284.50+4.23%|
TSLA172.63-1.05%|
AMZN186.40+0.65%|

Advisor Marketplace

8 firms competing for your business right now

Active Bids
8
Best Rate
0.45%AUM
Your Savings
55%
vs market avg (1.0%)

Fee Comparison vs Market

Bid Rate
Market Avg

Active Bids

Goldman Sachs PWM

Goldman Sachs PWM

Top Match
Sarah ChenSarah Chen · Managing Director
Full wealth managementTax-loss harvestingEstate planningPrivate banking
Min. $2,000,000 · Submitted 2 hours ago
0.65%
of AUM annually
Save $16,975/yr
23h 14m remaining
Northern Trust

Northern Trust

Michael TorresMichael Torres · Senior VP, Wealth Advisory
Portfolio managementTrust administrationTax optimization
Min. $1,000,000 · Submitted 5 hours ago
0.55%
of AUM annually
Save $21,825/yr
18h 42m remaining
Fidelity Wealth

Fidelity Wealth

David ParkDavid Park · VP, Private Wealth
Investment managementFinancial planningRetirement planning
Min. $500,000 · Submitted 8 hours ago
0.45%
of AUM annually
Save $26,675/yr
11h 08m remaining
JPMorgan Chase

JPMorgan Chase

James WhitfieldJames Whitfield · Managing Director, Private Bank
Private bankingInvestment managementLending solutionsEstate planning
Min. $1,500,000 · Submitted 12 hours ago
0.58%
of AUM annually
Save $20,370/yr
6h 30m remaining
UBS

UBS Wealth Management

Elena VasquezElena Vasquez · Senior Portfolio Manager
Global investment strategySustainable investingArt advisoryPhilanthropy services
Min. $2,000,000 · Submitted 4 hours ago
0.62%
of AUM annually
Save $18,430/yr
14h 22m remaining
ML

Merrill Lynch Wealth

Thomas ChenThomas Chen · Private Wealth Advisor
Portfolio managementRetirement planningBanking integrationEducation funding
Min. $1,000,000 · Submitted 1 hour ago
0.5%
of AUM annually
Save $24,250/yr
20h 05m remaining
RC

Rockefeller Capital

William PrescottWilliam Prescott · Senior Advisor, Global Family Office
Family office advisoryDirect investmentsImpact investingGlobal macro strategy
Min. $5,000,000 · Submitted 6 hours ago
0.68%
of AUM annually
Save $15,520/yr
9h 15m remaining
CPB

Citi Private Bank

Priya SharmaPriya Sharma · Director, Private Wealth
Global custodyStructured lendingCapital markets accessCross-border planning
Min. $3,000,000 · Submitted 3 hours ago
0.55%
of AUM annually
Save $21,825/yr
16h 48m remaining

Expired

Morgan Stanley
Morgan Stanley
0.72% · 2 days ago
Expired
BT
Bessemer Trust
0.7% · 3 days ago
Expired
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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.

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