The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

68. Congress Asset Management

CNBC.com staff@CNBC
WATCH LIVE

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: 39 (AccuPoint Solutions)

Accounts Under Management: 7,032 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 84 in 2023)

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

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.