Priority Financial Advisors, LLC

Overview

Priority Financial Advisors, LLC is a small, fee-based registered adviser that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and appears to build portfolios primarily from publicly available pooled vehicles rather than bespoke securities strategies. Its client mix is retail—individuals and families—and the operating model is built around discretionary management where appropriate, with a portion of relationships kept on a non-discretionary basis. The adviser does not position itself as an ESG investor and is not organized as a multi-state or institutional pension consultant. Ownership is individual, and business activity centers on day-to-day wealth management rather than capital allocation or running external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices