We are proud to announce that Prio Wealth has earned a place on Financial Advisor Magazine’s 2022 RIA Survey & Ranking List. Released annually, Financial Advisor’s list recognizes the top registered investment advisory (RIA) firms across the country by size and a variety of other factors. This is the sixteenth annual ranking of independent advisory firms produced by Financial Advisors (FA) magazine. This marks the second consecutive year that Prio Wealth has been named to this annual list.
FA’s RIA Ranking orders firms from largest to smallest, based on AUM reported by firms to the Securities and Exchange Commission (SEC). Experiencing continued growth through our collaborative approach to financial life management, Prio Wealth and our team of 30+ financial services professionals currently oversee $3.3 billion in total assets under management (as of 6/30/2022).
RIA firms applied for consideration to be included in the 2022 Financial Advisor RIA Rankings. To be eligible for the ranking, firms must be independent RIAs that file their own Form ADV statement with the SEC and provide financial planning and related services to individual clients. There are no fees or other considerations required of RIAs that are included in the FA 2022 RIA Ranking. This list was published 7/15/2022 and considers year-end 2021 AUM data.
To view the complete list please click here.