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2023 FA 100 LIST

The CNBC FA 100 celebrated the advisory firms that topped the list in 2023 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2023 FA 100

84. Congress Asset Management

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Congress Asset Management, based in Boston, MA, is ranked No. 84 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $10B (AccuPoint Solutions)

Years in Business: 38 (AccuPoint Solutions)

Accounts Under Management: 6,423 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principals:

Dan Lagan, Chief Executive Officer & Chief Investment Officer

Chris Lagan, President & Portfolio Manager

Contact:

congressasset.com

2 Seaport Lane, Boston, MA 02210

(617) 428-4300

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