Prio Wealth

Prio Wealth

Founded in 1988, Prio Wealth operated for over three decades as an investment advisory firm based in Boston. The firm provided portfolio management and wealth management services to individuals, families, and institutions. Its website now redirects entirely to a merger announcement, confirming the firm has been absorbed by Cerity Partners. Specific strategy details, asset-class mix, and named portfolio holdings from Prio Wealth's independent era are not publicly preserved. The merger with Cerity Partners effectively subsumes any prior investment posture. Cerity Partners itself operates as a national registered investment advisor offering wealth management, retirement plan consulting, and tax services to high-net-worth individuals and institutions. Headcount, AUM, and specific deployment figures for the legacy Prio Wealth entity are undisclosed. The firm's physical presence was historically in Boston; Cerity Partners maintains multiple offices across the United States. No adjacent vehicles, philanthropic foundations, or club affiliations tied to Prio Wealth have been identified in available sources. The structural differentiator is now negative: Prio Wealth ceased to exist as an independent concern. For allocators or peers who tracked the firm, the relevant entity post-merger is Cerity Partners, a larger RIA aggregator platform backed by private equity. This consolidation removes a boutique advisory shop from the landscape and folds its client book into a scaled national practice.