Prio Wealth
Prio Wealth, founded in 1988 and headquartered in Boston, is an independent RIA that has merged with Cerity Partners. It delivers integrated wealth management, financial planning, tax, estate, and OCIO services to high-net-worth individuals, families, business owners, corporations, and institutions across 20+ U.S. states.
- Company typePrivate
- Founded1988
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Prio Wealth does
Prio Wealth is an independent investment management firm founded in 1988 and headquartered at 265 Franklin Street, Suite 2001, Boston, Massachusetts. Following its merger with Cerity Partners LLC, Prio Wealth now operates as a sub-brand within Cerity Partners, an SEC-registered investment adviser. The combined firm serves high-net-worth individuals and families, business owners, corporations, and institutional clients (including endowments, foundations, pension funds, and nonprofits) across more than 20 U.S. states.
Service offerings span wealth management (investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, marital financial planning, cross-border planning, trust services, and wealth for women), business owner advisory (including CFO and accounting services), family office services, corporate workplace solutions (executive and beneficiary financial counseling), retirement plan consulting for defined benefit and defined contribution plans, corporate venture capital, and outsourced CIO (OCIO) and institutional consulting. Distribution is partner-led for HNW households and enterprise field-sales driven for corporate and institutional engagements.
The firm's technology stack is built on third-party best-of-breed platforms — Addepar, Orion, and Black Diamond for portfolio management and reporting; eMoney and MoneyGuide Pro for financial planning and Monte Carlo simulation; ShareFile, Box, and DeliverySlip for secure document handling and communications; plus a proprietary Cerity Partners Cash Management product — accessible through a unified client login portal. Revenue is generated primarily through recurring AUM-based advisory fees, with personalized pricing tied to client complexity and service scope; specific rates are not publicly disclosed. The firm has received industry recognition including the Barron's 2025 Mega Award.
Prio Wealth firmographics
Firmographics- Name
- Prio Wealth
- Legal name
- Cerity Partners LLC
- Website
- https://priowealth.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Prio Wealth, founded in 1988 and headquartered in Boston, is an independent RIA that has merged with Cerity Partners. It delivers integrated wealth management, financial planning, tax, estate, and OCIO services to high-net-worth individuals, families, business owners, corporations, and institutions across 20+ U.S. states.
- Ownership category
- akta.pro rank
Prio Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Finance and Insurance (52), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Investment Management Advisory (RIA) (FSAEAAAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Prio Wealth is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices22 records
Markets served
Prio Wealth business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Assets Under Management (AUM) Fees: Fee-based revenue model primarily driven by assets under management. Wealth management services generate recurring revenue based on client portfolio values.
- Financial Planning and Advisory Services: Comprehensive financial planning, estate planning, tax planning, and risk management services provided as part of holistic wealth management offering.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | AUM-based fee structure with personalized pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Prio Wealth product offering
Product offeringCore offering
Prio Wealth provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families, business owners, corporations, and institutions. Offerings span investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning, trust services, family office services, cross-border planning, retirement plan consulting, workplace solutions, and outsourced CIO (OCIO) institutional consulting, delivered through partner-level advisors across more than 20 U.S. states as part of Cerity Partners.
Product overview
Prio Wealth has merged with Cerity Partners, creating a unified wealth management platform. The combined entity offers a comprehensive suite of services including Wealth Management (with sub-services such as Investment Solutions, Capital Solutions, Estate and Gift Planning, Financial Planning, Insurance Planning, Tax Planning, Trust Services, and Wealth for Women), Business Owner Advisory, Family Office services, Workplace Solutions for corporations (Executive Financial Counseling, Beneficiary Financial Counseling), Retirement Plan Consulting (Defined Benefit and Defined Contribution), Corporate Venture Capital, Cerity Partners OCIO (Outsourced CIO), and Institutional Consulting. The offering functions as a full-service wealth management platform rather than a single product, serving individuals, families, corporations, and institutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive wealth management for individuals and families combining investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, marital financial planning, cross-border planning, trust services, and a dedicated Wealth for Women practice.
- Business Owner Advisory Integrated advisory services for business owners and entrepreneurs covering business owner financial planning, business valuation, and CFO and accounting services to coordinate personal and business financial decisions.
- Family Office Services Family office services for households requiring coordinated investment, financial planning, estate, tax, trust, and administrative support across complex family wealth structures.
- Workplace Solutions Corporate workplace financial wellness offering including executive financial counseling and beneficiary financial counseling for employees at the workplace level.
- Retirement Plan Consulting Retirement plan consulting for corporations covering defined benefit plans and defined contribution services, including fiduciary oversight, plan design, and governance.
- Corporate Venture Capital Corporate venture capital services for corporations, entrepreneurs, and investors, connecting corporate strategy with venture investment opportunities.
- Cerity Partners OCIO (Outsourced CIO) Outsourced CIO services for institutional investors including investment policy statement development, strategic asset allocation, manager selection, and ongoing portfolio oversight.
- Institutional Consulting Institutional consulting for endowments, foundations, pension funds, and nonprofits covering fiduciary governance, manager research, and investment performance monitoring.
Companies that use Prio Wealth
Customer profileSegments4 records
Ideal customer profiles4 records
Prio Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
Feature1 record
Prio Wealth partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- AddeparcoreIntegrated wealth management platform used by clients for portfolio reporting and analytics. Addepar provides comprehensive data aggregation and reporting capabilities for investment portfolios.
- Orion Advisor ServicescorePortfolio management and trading platform integrated for client portfolio management, rebalancing, and reporting.
- Black DiamondcoreWealth management platform providing reporting and client portal services integrated for client access to portfolio information.
- eMoneycoreFinancial planning platform used for comprehensive financial planning, goal modeling, and client portal access.
- MoneyGuide ProcoreFinancial planning software for goal-based planning, Monte Carlo simulations, and comprehensive financial plans.
- Cerity Partners Cash ManagementcoreProprietary cash management solution for client liquidity needs and cash position management.
Scale indicators2 records
Recent moves8 records
Expansion highlights5 records
Prio Wealth competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: A large RIA aggregator with hundreds of partner firms across the U.S. Focus shares Cerity/Prio's M&A-driven growth playbook and serves HNW clients with comprehensive wealth and investment advisory services.
- Hightower Advisors: A Chicago-based RIA platform serving HNW individuals, families, and institutions with wealth management, retirement plan consulting, and corporate advisory services — closely aligned with Prio Wealth's value proposition.
- Mariner Wealth Advisors: A national RIA offering wealth advisory, tax, estate, retirement plan, and OCIO services to HNW families, business owners, and institutions. Highly comparable in service breadth and M&A growth strategy.
Direct peers
- Bessemer Trust: A premier private wealth and investment management firm serving ultra-HNW families with investment management, estate planning, trust services, and family office capabilities — directly comparable to Prio Wealth's HNW focus.
- Steward Partners: An employee-owned RIA supporting HNW clients with comprehensive wealth management, investment, tax, and retirement plan services — directly comparable in service breadth and HNW orientation.
- Abbot Downing: A Wells Fargo-owned wealth management firm specializing in HNW individuals, families, and institutions with personalized investment, trust, and planning services — a direct competitor in the HNW RIA space.
- Cerity Partners: The acquirer and current parent platform of Prio Wealth. Cerity Partners offers the same comprehensive wealth management, OCIO, retirement plan consulting, and institutional services across 20+ U.S. states, making it the most directly comparable peer.
- Brown Brothers Harriman (Wealth Management): A private partnership offering wealth management, investment advisory, and trust services to HNW families and institutions. Comparable in its multi-generational wealth planning, trust services, and cross-border capabilities.
- Cambridge Associates: An investment advisor serving foundations, endowments, pensions, and private clients with OCIO, portfolio management, and consulting — directly comparable to Prio/Cerity's institutional OCIO and consulting practices.
Emerging players
- Dynasty Financial Partners: An RIA platform providing technology, investment, and practice management support to independent wealth management firms. Adjacent comparison point given the multi-affiliation model that competes with RIA roll-ups like Cerity Partners.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Prio Wealth social profiles
Digital presencePrio Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Prio Wealth leadership team
Management profileNumber of profiles
Profiles2 records
Prio Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Prio Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Prio Wealth
What does Prio Wealth do?
Prio Wealth provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families, business owners, corporations, and institutions. Offerings span investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning, trust services, family office services, cross-border planning, retirement plan consulting, workplace solutions, and outsourced CIO (OCIO) institutional consulting, delivered through partner-level advisors across more than 20 U.S. states as part of Cerity Partners.
Is Prio Wealth a public or private company?
Prio Wealth is a private company. It is classified as unknown and is currently operating.
When was Prio Wealth founded?
Prio Wealth was founded in 1988. It employs 11 to 50 people.
Where is Prio Wealth based?
Prio Wealth is headquartered in Boston, United States, in the North America region.
How does Prio Wealth make money?
Two revenue lines are on record. Assets Under Management (AUM) Fees are the primary driver. The others are financial Planning and Advisory Services.
Who are Prio Wealth's main competitors?
Broad incumbents on record are Focus Financial Partners, Hightower Advisors and Mariner Wealth Advisors. Direct peers are Bessemer Trust, Steward Partners, Abbot Downing, Cerity Partners, Brown Brothers Harriman (Wealth Management) and Cambridge Associates. Dynasty Financial Partners is listed as an emerging player.
Does Prio Wealth have an API?
No public API is recorded for Prio Wealth.
What industry is Prio Wealth in?
Prio Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.