Portico Wealth Advisors Revenue, Growth & Competitor Profile

DBA PORTICO WEALTH ADVISORS, LLC

Company Profile & Annual Report for Portico Wealth Advisors

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Portico Wealth Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	17 E. Sir Francis Drake Blvd. Suite 218 Larkspur, CA 94939

Note: Revenues for privately held companies are statistical evaluations.


Portico Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Portico Wealth Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Portico Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Portico Wealth Advisors Annual Revenue and Growth Rate

Portico Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Portico Wealth Advisors's revenues are gauged from an analysis of company filings.

Portico Wealth Advisors's Income Statement (based on Industry Averages)

Portico Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Portico Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Portico Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Portico Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ACORE CAPITAL	Larkspur, CA	100
APERIO GROUP	Sausalito, CA	87
MAIN STREET	San Rafael, CA	58
FORESITE CAPITAL	Larkspur, CA	54
POLARIS GREYSTONE FINANCIAL GROUP	San Rafael, CA	50
INFORMED	Tiburon, CA	43

Other Companies at 17 E. Sir Francis Drake Blvd., Larkspur CA

Company	Headquarters	Revenue ($ MM)
BY BAY HEALTH	Larkspur, CA	100
HOSPICE BY BAY	Larkspur, CA	68
BANYAN SECURITIES	Larkspur, CA	6

Future Competition: Portico Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Portico Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)