Prio Wealth Management, based in Boston, MA, is ranked No. 84 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $3.5B
Years in Business: 33
Accounts Under Management: 1,500+
Previous appearances on FA 100 List: 0
Principals:
John Bratschi, Managing Partner
Money Report
Kelly Morgan, Managing Partner
Thomas Woodhouse, Managing Partner
Contact:
265 Franklin Street, Suite 2001, Boston, MA 02110
(617) 224-1900
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