Congress Asset Management, based in Boston, MA, is ranked No. 84 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $10B (AccuPoint Solutions)
Years in Business: 38 (AccuPoint Solutions)
Accounts Under Management: 6,423 (AccuPoint Solutions)
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Previous appearances on FA 100 List: 0
Principals:
Dan Lagan, Chief Executive Officer & Chief Investment Officer
Money Report
Chris Lagan, President & Portfolio Manager
Contact:
2 Seaport Lane, Boston, MA 02210
(617) 428-4300
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