CRD: 125584
Michael J. Porro & Co. Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2005
- Office Locations
- 1
Office Locations
About Michael J. Porro & Co. Financial Advisors, Inc.
Michael J. Porro & Co. Financial Advisors, Inc. is a OLD Tappan-based RIA. The firm has been operating for 21 years. Managing $168.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between October 20, 2025 and March 12, 2026, reported AUM increased 23.8%, from $136.3M to $168.7M.
Across 5 reported observations, AUM increased 262.1% between March 31, 2011 and March 12, 2026, from $46.6M to $168.7M.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 2 advisory representatives and 216 clients, or 108 clients per representative. That equates to $780.9K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MICHAEL JOHN PORRO
Chief Compliance Officer, Owner, President
- CRD
- #4343675
- Ownership
- 75% or more
DAWN MARIE SIMON
Financial Advisor, Senior Vice President
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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CHRISTOPHER JOHN DESPOSITO
--
- CRD
- #4674931
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,617,484 | $784,917 |
| Non-Discretionary | $3,063,703 | $1,531,852 |
| Total | $168,681,187 | $791,930 |
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Separately Managed Accounts
SMA allocation detail is available
Michael J. Porro & Co. Financial Advisors, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.