We are proud to announce that Prio Wealth has earned a place on CNBC’s 2021 list of the top 100 financial advisory firms in the country. Released annually, CNBC’s list recognizes the top 100 registered investment advisory firms across the country. The list aims to celebrate advisory firms that best help clients navigate their financial lives. Experiencing continued growth through our collaborative approach to financial life management, Prio Wealth and it’s team of 30+ financial planning and investment professionals currently oversee $3.8 billion in total assets under management (as of 9/30/2021).
The proprietary ranking methodology is based on an analysis of core data points such as number of years in business, number of investment advisors registered with the firm, total assets under management, etc.
To read more on this recognition and the methodology of the ranking, please click here.
Please note: The methodology for the 2021 edition of CNBC’s annual FA 100 ranking of registered investment advisors was prepared in partnership with data provider AccuPoint Solutions. A variety of core data points from AccuPoint Solutions’ database of RIAs were analyzed, ranging from the firm’s compliance record and years in business to total accounts and assets under management. The list was published 10/6/2021.