We are proud to announce that Prio Wealth has earned a place on the Boston Business Journal’s 2022 list of the largest independent investment advisers in Massachusetts. Released annually, the BBJ’s list ranks the largest independent investment advisory firms in Massachusetts by assets under management. Experiencing continued growth through our collaborative approach to financial life management, Prio Wealth and its team of 30 financial planning and investment professionals currently oversee $4.2 billion in total assets under management (as of 3/31/2022).
To read more on this recognition and the methodology of the ranking, published on 7/7/2022, please click here.