CYNOSURE PORTFOLIO ADVISORS LLC
SEC RegisteredProviding investment and wealth planning for ultra-high net worth individuals, we help clients minimize complexity and maximize opportunities.
About the firm
At Cynosure Portfolio Advisors, we provide investment advisory and financial planning services designed to help clients make informed financial decisions. Our approach emphasizes clear communication, thoughtful planning, and ongoing support tailored to each client's individual circumstances.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management including portfolio construction, diversification, and ongoing monitoring and rebalancing; financial planning support including retirement and cash-flow planning, tax-aware planning, and estate and legacy planning coordination; and client support services including ongoing communication, consolidated reporting, financial education resources, and coordination with third-party professionals.
Who they serve
Ultra-high net worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $5.8M |
16 total clients reported on Form ADV.
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CYNOSURE PORTFOLIO ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.