Congress Asset Management, based in Boston, Massachusetts , is ranked No. 68 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $12.1B (AccuPoint Solutions)
Years in Business:Â 39 (AccuPoint Solutions)
Accounts Under Management: 7,032 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 1 (No. 84 in 2023)
Principals:
Dan Lagan, Chief Executive Officer & Chief Investment Officer
Chris Lagan, President & Portfolio Manager
Contact:
2 Seaport Lane, Boston, MA 02210
(617) 428-4300
