About 1st Portfolio Wealth Advisors
1st Portfolio Wealth Advisors is a company based in Fairfax (United States) founded in 2005 was acquired by Sandy Spring Bank in November 2017. 1st Portfolio Wealth Advisors operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Fairfax, United States
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Sandy Spring Bank
(Nov 22, 2017)
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Funding Insights of 1st Portfolio Wealth Advisors
Detailed funding history for 1st Portfolio Wealth Advisors
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Investors in 1st Portfolio Wealth Advisors
1st Portfolio Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Sandy Spring Bank.
| Investor | Description | Founded Year | Domain | Location |
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Commercial bank
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Investor details for 1st Portfolio Wealth Advisors
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Investments & Acquisitions by 1st Portfolio Wealth Advisors
Investment portfolio details for 1st Portfolio Wealth Advisors
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Financial Statements - 1st Portfolio Wealth Advisors
Detailed financials for 1st Portfolio Wealth Advisors
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1St Portfolio Wealth Advisors Comparisons
Peer comparison for 1st Portfolio Wealth Advisors
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Competitors of 1st Portfolio Wealth Advisors
1st Portfolio Wealth Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of 1st Portfolio Wealth Advisors
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Latest news on 1St Portfolio Wealth Advisors
Complete news archive for 1st Portfolio Wealth Advisors
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Frequently Asked Questions about 1st Portfolio Wealth Advisors
1st Portfolio Wealth Advisors was founded in 2005.
1st Portfolio Wealth Advisors is headquartered in Fairfax, United States. It is registered at Fairfax, Virginia, United States.
1st Portfolio Wealth Advisors was established in 2005 in Fairfax, United States, within the financial services sector. Wealth management operations are centered on advisory services for portfolios, investment planning, and financial strategies. Tailored solutions are offered to individuals and families, with a focus on long-term asset growth and risk assessment. The firm maintains its primary location in Fairfax, supporting regional clients through comprehensive wealth advisory practices.
1st Portfolio Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
1st Portfolio Wealth Advisors has 1 investor. Key investors include Sandy Spring Bank.