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:Â 35 (AccuPoint Solutions)
Accounts Under Management: 1,765 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 1 (No. 84 in 2021)
Principals:
John Bratschi, Managing Partner
Kelly Morgan, Managing Partner
Thomas Woodhouse, Managing Partner
Contact:
265 Franklin Street, Suite 2001, Boston, MA 02110
(617) 224-1900
