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  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us

Prio Wealth Recognized in Financial Advisor Magazine

We are proud to announce that Prio Wealth has earned a place on Financial Advisor Magazine’s 2021 RIA Survey & Ranking List. Released annually, Financial Advisor’s list recognizes the top registered investment advisory (RIA) firms across the country by size. This is the fifteenth annual ranking of independent advisory firms produced by Financial Advisors (FA) magazine.

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 $3.8 billion in total assets under management (as of 9/30/2021).

RIA firms applied for consideration to be included in the 2021 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 2021 RIA Ranking.  This list was published 7/16/2021 and considers year-end 2020 AUM data.

To read more on this recognition and the methodology of the ranking, please click here.

 

Cybersecurity Awareness Month Considerations for Year-End Charitable Giving

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