PRIO WEALTH LIMITED PARTNERSHIP
Legal name: PRIO WEALTH LP
CRD #105058 SEC #801-31805 BOSTON, MA 617-224-1900
SEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
Employees
28
Clients
51
Accounts
1,765
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $3.7B | $3.7B | $0 | 28 | 2 |
| Mar 2023 | $3.3B | $3.3B | $0 | 28 | 2 |
| Mar 2022 | $4.1B | $4.1B | $0 | 32 | 2 |
| Sep 2021 | $3.5B | $3.5B | $0 | 32 | 2 |
| Mar 2021 | $3.5B | $3.5B | $0 | 25 | 2 |
| Jun 2020 | $3.1B | $3.1B | $0 | 27 | 2 |
| May 2020 | $3.1B | $3.1B | $0 | 27 | 2 |
| Mar 2020 | $3.1B | $3.1B | $0 | 27 | 2 |
| Dec 2019 | $2.6B | $2.6B | $0 | 23 | 2 |
| Mar 2019 | $2.6B | $2.6B | $0 | 23 | 2 |
| Jan 2019 | $2.7B | $2.7B | $0 | 23 | 2 |
| Dec 2018 | $2.7B | $2.7B | $0 | 23 | 2 |
| May 2018 | $2.8B | $2.8B | $0 | 25 | 2 |
| Mar 2018 | $2.8B | $2.8B | $0 | 25 | 2 |
| Aug 2017 | $2.5B | $2.5B | $0 | 20 | 700 |
| Mar 2017 | $2.5B | $2.5B | $0 | 20 | 700 |
| Nov 2016 | $2.5B | $2.5B | $0 | 20 | 700 |
| Oct 2016 | $2.5B | $2.5B | $0 | 22 | 700 |
| Sep 2016 | $2.5B | $2.5B | $0 | 22 | 700 |
| Mar 2016 | $2.5B | $2.5B | $0 | 22 | 700 |
| Sep 2015 | $2.7B | $2.7B | $0 | 23 | 700 |
| Sep 2015 | $2.7B | $2.7B | $0 | 23 | 700 |
| Apr 2015 | $2.7B | $2.7B | $0 | 23 | 700 |
| Mar 2015 | $2.7B | $2.7B | $0 | 23 | 700 |
| Mar 2014 | $2.6B | $2.6B | $0 | 22 | 700 |
| Mar 2013 | $2.2B | $2.2B | $0 | 22 | 600 |
| Mar 2012 | $2B | $2B | $0 | 11 | 600 |
| Jan 2011 | $1.9B | $1.9B | $2.3M | -- | -- |
| Feb 2008 | $1.9B | $1.6B | $283M | -- | -- |
| Jan 2008 | $1.9B | $1.6B | $283M | -- | -- |
| Jan 2008 | $1.7B | $1.6B | $58.8M | -- | -- |
| Nov 2007 | $1.7B | $1.6B | $58.8M | -- | -- |
| Jun 2007 | $2.4B | $2.3B | $68.4M | -- | -- |
| Feb 2007 | $2.4B | $2.3B | $68.4M | -- | -- |
| Mar 2006 | $2.1B | $2B | $55.8M | -- | -- |
| Feb 2006 | $2.1B | $2B | $110.5M | -- | -- |
| Sep 2005 | $2.1B | $2B | $111.4M | -- | -- |
| Feb 2005 | $2B | $1.9B | $91.5M | -- | -- |
| Jan 2005 | $2.1B | $1.9B | $107.3M | -- | -- |
| Dec 2004 | $1.9B | $1.8B | $86.5M | -- | -- |
| Nov 2003 | $1.8B | $1.7B | $84.3M | -- | -- |
| Mar 2002 | $1.3B | $1.2B | $102.3M | -- | -- |
| Sep 2001 | $1.3B | $1.2B | $105.9M | -- | -- |
DateFeb 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees28
Clients2
DateMar 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees28
Clients2
DateMar 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees32
Clients2
DateSep 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees32
Clients2
DateMar 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees25
Clients2
DateJun 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees27
Clients2
DateMay 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees27
Clients2
DateMar 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees27
Clients2
DateDec 2019
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees23
Clients2
DateMar 2019
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees23
Clients2
DateJan 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees23
Clients2
DateDec 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees23
Clients2
DateMay 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees25
Clients2
DateMar 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees25
Clients2
DateAug 2017
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees20
Clients700
DateMar 2017
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees20
Clients700
DateNov 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees20
Clients700
DateOct 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees22
Clients700
DateSep 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees22
Clients700
DateMar 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees22
Clients700
DateSep 2015
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees23
Clients700
DateSep 2015
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees23
Clients700
DateApr 2015
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees23
Clients700
DateMar 2015
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees23
Clients700
DateMar 2014
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees22
Clients700
DateMar 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees22
Clients600
DateMar 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees11
Clients600
DateJan 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$2.3M
Employees--
Clients--
DateFeb 2008
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$283M
Employees--
Clients--
DateJan 2008
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$283M
Employees--
Clients--
DateJan 2008
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$58.8M
Employees--
Clients--
DateNov 2007
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$58.8M
Employees--
Clients--
DateJun 2007
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$68.4M
Employees--
Clients--
DateFeb 2007
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$68.4M
Employees--
Clients--
DateMar 2006
Total AUM$2.1B
Discretionary$2B
Non-Disc.$55.8M
Employees--
Clients--
DateFeb 2006
Total AUM$2.1B
Discretionary$2B
Non-Disc.$110.5M
Employees--
Clients--
DateSep 2005
Total AUM$2.1B
Discretionary$2B
Non-Disc.$111.4M
Employees--
Clients--
DateFeb 2005
Total AUM$2B
Discretionary$1.9B
Non-Disc.$91.5M
Employees--
Clients--
DateJan 2005
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$107.3M
Employees--
Clients--
DateDec 2004
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$86.5M
Employees--
Clients--
DateNov 2003
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$84.3M
Employees--
Clients--
DateMar 2002
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$102.3M
Employees--
Clients--
DateSep 2001
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$105.9M
Employees--
Clients--