# Michael J. Porro & Co. Financial Advisors

Michael J. Porro & Co. Financial Advisors is a Bank / Wealth / Trust based in Old Tappan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Old Tappan, United States
- **Region:** North America
- **Address:** Old Tappan, NJ, United States
- **Assets under management:** Undisclosed
- **Website:** www.porrofinancialadvisors.com

## Regulatory record

- **CRD number:** 125584
- **SEC file number:** 801-130193
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125584

## About

Michael J. Porro & Co. Financial Advisors operates from Old Tappan, New Jersey, as a local wealth management practice serving individual advisory clients. The firm manages accounts on both a discretionary and non-discretionary basis, providing financial planning alongside portfolio management. Specifics about founding date, team size, and regulatory filings beyond the firm's basic registration are not publicly surfaced. The firm's investment posture centers on advisory relationships, a model common among smaller US registered investment advisers. No adjacent vehicles, institutional partnerships, or philanthropic structures are publicly associated with the firm. There is no known recent operational event — no acquisitions, office expansions, or personnel announcements — dated within the last 24 months. As a private advisory practice bearing the founder's name, its structural differentiator is the classic independent RIA model: an owner-operator without institutional investment committee layers, where clients deal directly with the named principal. This architecture is common among US wealth managers but distinct from the multi-family office and institutional asset manager categories Altss typically tracks.

## People

- Michael J. Porro — Founder

## Questions

### Who is Michael J. Porro and what is his background?

Michael J. Porro is the founder and named principal of the firm, based in Old Tappan, New Jersey. Specific biographical details — such as prior roles, certifications, or education — are not publicly disclosed through major financial databases or the firm's own limited web presence.

### Is this a registered investment adviser (RIA)?

Given its structure as a financial advisory practice offering discretionary account management, the firm is almost certainly registered as a Registered Investment Adviser (RIA) with the SEC or appropriate state regulatory body. However, confirming registration specifics requires a direct check of its Form ADV, which is not publicly surfaced in standard institutional databases.

### Does the firm manage institutional capital or only individual portfolios?

The practice focuses on individual advisory accounts and does not appear to manage institutional separate accounts, pooled funds, or serve as a sub-adviser to larger institutional mandates. The firm operates in the retail wealth management segment rather than the institutional asset management market.

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Last updated: 2026-08-11T02:43:31.692Z

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