Prio Wealth LP

Prio Wealth LP (CRD# 105058) is a financial advisory firm headquartered in Boston, MA. They manage $3,737,800,709 in 1,765 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
Franklin Street, 265, Boston, MA 02110
https://priowealth.com/
By the Numbers
  • Total Assets Under Management
    3,738
    MILLION
  • Total Number of Accounts
    1,765
    ACCOUNTS
  • Average Account Value
    $2,117,734
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Prio Wealth LP
Showing 1 - 10 of 12 top financial advisors.
1
John Bratschi, financial advisor Boston MA
John G. Bratschi
CRD#: 1966087
265 Franklin Street, 20th Floor, Boston, MA 02110

John Bratschi (CRD# 1966087) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 32 years of experience in the finance industry.

2
Robert Devinney, financial advisor Boston MA
Robert L. Devinney
CRD#: 5793951
Franklin Street, 265, Boston, MA 02110

Robert Devinney (CRD# 5793951) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 10 years of experience in the finance industry.

3
Kelly Morgan, financial advisor Boston MA
Kelly A. Morgan
CRD#: 1191087
Franklin Street, 265, Boston, MA 02110

Kelly Morgan (CRD# 1191087) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 15 years of experience in the finance industry.

4
Stephen Petersen, financial advisor Boston MA
Stephen R. Petersen
CRD#: 6286739
Franklin Street, 265, Boston, MA 02110

Stephen Petersen (CRD# 6286739) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has 1 year of experience in the finance industry.

5
Michael Smith-Vaughan, financial advisor Boston MA
Michael J. Smith-Vaughan
CRD#: 6058625
Franklin Street, 265, Boston, MA 02110

Michael Smith-Vaughan (CRD# 6058625) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 11 years of experience in the finance industry.

6
Jeffrey St. Mary, financial advisor Boston MA
Jeffrey J. St. Mary
CRD#: 5125730
Franklin Street, 265, Boston, MA 02110

Jeffrey St. Mary (CRD# 5125730) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 17 years of experience in the finance industry.

7
Thomas Woodhouse, financial advisor Boston MA
Thomas F. Woodhouse
CRD#: 2600569
265 Franklin Street, 20th Floor, Boston, MA 02110

Thomas Woodhouse (CRD# 2600569) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 29 years of experience in the finance industry.

8
Kristin Bowser, financial advisor Boston MA
Kristin M. Bowser
CRD#: 7478760
Franklin Street, 265, Boston, MA 02110

Kristin Bowser (CRD# 7478760) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 2 years of experience in the finance industry.

9
Daniel Coleman, financial advisor Boston MA
Daniel J. Coleman
CRD#: 7657238
265 Franklin Street, Suite 2001, Boston, MA 02110

Daniel Coleman (CRD# 7657238) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has 1 year of experience in the finance industry.

10
William Dion, financial advisor Boston MA
William J. Dion
CRD#: 2623334
Franklin Street, 265, Boston, MA 02110

William Dion (CRD# 2623334) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 28 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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