Portus Wealth Advisors Recognized as a Top Firm to Watch in the Nation by AdvisorHub
We are thrilled to announce that Portus Wealth Advisors and our founder, William Bissett, have been named to the prestigious 2025 AdvisorHub “Advisors to Watch – RIAs” list. This national recognition is a testament to our team’s dedication, our clients’ trust, and our unwavering commitment to providing exceptional service.
The AdvisorHub list is more than just a ranking; it’s a carefully vetted selection of 250 of the most sophisticated, fastest-growing, and professional Registered Investment Advisor (RIA) firms across the United States. From an initial pool of 1,000 top-tier advisors, AdvisorHub identified firms that have demonstrated remarkable growth and scale while maintaining an outstanding level of client service and professionalism.
As AdvisorHub states, those on the list “have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.” This acknowledgment is particularly meaningful to us, as it directly reflects our core philosophy: to grow by pouring our expertise and dedication into our clients’ success.
This achievement would not have been possible without our incredible clients. We are deeply grateful for the trust you place in us to navigate your financial futures, particularly the business owners in the Charlotte, NC area and up and down the eastern seaboard who have allowed us to be part of their journey. Your partnership inspires us to continuously elevate our services and expertise.
We also extend a heartfelt thank you to our dedicated team at Portus Wealth Advisors. Their tireless efforts and commitment to our client-first approach are the bedrock of our success. Their passion for helping business owners prepare for and achieve their most significant financial goals is what sets our firm apart.
Our relationship with Charles Schwab as our clearing firm has also been instrumental in our growth, providing the robust platform and data integrity that allows us to serve our clients with efficiency and confidence.
At Portus Wealth Advisors, we have a specialized focus on guiding business owners through the complexities of financial planning, exit strategies, and wealth management. We believe that true financial success is built on a foundation of proactive and personalized advice. This recognition from AdvisorHub serves as a powerful affirmation of our business financial planning approach.
We view this honor not as a culmination, but as a foreshadowing of what’s to come. It strengthens our resolve to continue making impressive moves for our clients and our firm in the years ahead. We are more motivated than ever to help our clients build and secure their legacies.
Thank you once again to our amazing clients and team for making this possible. We look forward to sharing in our continued success.
* Portus Wealth Advisors did NOT compensate AdvisorHub or any other party for the attainment of this ranking.
