The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

84. Prio Wealth Management

Prio Wealth Management, based in Boston, MA, is ranked No. 84 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $3.5B

Years in Business: 33

Accounts Under Management: 1,500+

Previous appearances on FA 100 List: 0


John Bratschi, Managing Partner

Kelly Morgan, Managing Partner

Thomas Woodhouse, Managing Partner


265 Franklin Street, Suite 2001, Boston, MA 02110

(617) 224-1900