Prio Wealth

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.

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

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

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Estate planning services

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices22 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. 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

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core 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.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature1 record

Partnerships

Six partnerships are on record, tiered core.

• AddeparcoreTechnology or IntegrationIntegrated wealth management platform used by clients for portfolio reporting and analytics. Addepar provides comprehensive data aggregation and reporting capabilities for investment portfolios.
• Orion Advisor ServicescoreTechnology or IntegrationPortfolio management and trading platform integrated for client portfolio management, rebalancing, and reporting.
• Black DiamondcoreTechnology or IntegrationWealth management platform providing reporting and client portal services integrated for client access to portfolio information.
• eMoneycoreTechnology or IntegrationFinancial planning platform used for comprehensive financial planning, goal modeling, and client portal access.
• MoneyGuide ProcoreTechnology or IntegrationFinancial planning software for goal-based planning, Monte Carlo simulations, and comprehensive financial plans.
• Cerity Partners Cash ManagementcoreTechnology or IntegrationProprietary cash management solution for client liquidity needs and cash position management.

Scale indicators2 records

Recent moves8 records

Expansion highlights5 records

Broad 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

• Xx.com/priowealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Prio Wealth