# Portfolio Advisors

Portfolio Advisors is a Bank / Wealth / Trust based in Darien, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Darien, United States
- **Region:** North America
- **Address:** 7571 N Remington Ave Ste. 105, Fresno, CA 93711, United States
- **Founded:** 1990
- **Assets under management:** $250M+ (per the firm, as of December 31, 2023)
- **Website:** portadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/portfolio-advisors

## Regulatory record

- **CRD number:** 105981
- **SEC file number:** 801-46369
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27
- **Reports private funds:** Yes

## About

Gary Leffler founded the firm in 1990 on the premise that financial advice could be structured around long-term client relationships rather than transactional product sales. President and CEO Tina Mistry, a CFP® and Senior Financial Advisor, now runs the independent RIA, which serves mid-career professionals, pre-retirees, and retirees across the Central Valley and nationally. Portfolio Advisors employs evidence-based, fee-only investment management alongside integrated financial planning that covers retirement, tax, and estate considerations. The firm expresses a preference for time in markets over market timing, deploying client capital primarily through diversified portfolio strategies rather than direct venture or private-market commitments. Its client base spans C-suite executives, small business owners, medical professionals, teachers, and public employees. The firm operates from a single office in Fresno with three advisory professionals listed on its website: Mistry, Lead Financial Advisor AJ Flores (CFP®), and Associate Advisor Logan Sumter. In November 2025, Mistry delivered a keynote address at the 4th Annual Exceptional Parents Unlimited Gala of Light, highlighting the firm's engagement with Central Valley non-profit networks. Portfolio Advisors reports working with third- and fourth-generation members of founding client families. The firm’s structural distinction is its multi-generational client retention model in a geographic market—California's Central Valley—that remains underserved by large national wealth managers. Its focus on fee-only fiduciary advice and a family-office-style service ethos, without a multi-family office or placement-agent structure, anchors its identity as a local institution rather than a scalable financial platform.

## People

- Tina Mistry, CFP® — President/CEO & Senior Financial Advisor
- AJ Flores, CFP® — Lead Financial Advisor
- Logan Sumter — Associate Advisor

## Questions

### Who runs investment decisions at Portfolio Advisors?

President and CEO Tina Mistry, a CERTIFIED FINANCIAL PLANNER™, leads investment management alongside Lead Financial Advisor AJ Flores (CFP®) and Associate Advisor Logan Sumter. The firm follows an evidence-based, fee-only investment strategy and emphasizes long-term portfolio discipline rather than tactical market moves.

### What investment structures does Portfolio Advisors use?

The firm constructs diversified portfolios using evidence-based strategies centered on public-market securities. There is no disclosure of direct private investments, venture capital, co-investments, or fund commitments; its focus remains on retirement, tax, and estate planning for working professionals and retirees.

## Related profiles

- [Portfolia](https://altss.com/profile/portfolia)
- [Portfolio Design Advisors](https://altss.com/profile/portfolio-design-advisors)

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Updated: 2026-10-23T13:38:53Z

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