FA 100

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The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

71. Prio Wealth Management

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Prio Wealth Management, based in Boston, MA, is ranked No. 71 on the 2023 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2021 FA 100 list.

Total AUM: $3.2B (AccuPoint Solutions)

Years in Business: 35 (AccuPoint Solutions)

Accounts Under Management: 1,765 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 84 in 2021)

Principals:

John Bratschi, Managing Partner

Kelly Morgan, Managing Partner

Thomas Woodhouse, Managing Partner

Contact:

priowealth.com

265 Franklin Street, Suite 2001, Boston, MA 02110

(617) 224-1900