Prentice Wealth Management Recognized as Leading RIA East by InvestmentNews
National Award Highlights Firm's Commitment to Clients, Growth, and Community Impact
ROCHESTER, N.Y., 10/28/2026 — Prentice Wealth Management has been named a recipient of the Leading RIA East Award by InvestmentNews, a prestigious recognition honoring top independent registered investment advisory firms across the Eastern United States.
The award recognizes firms that demonstrate excellence in client service, growth, innovation, leadership, and overall impact within the wealth management industry. The firm's achievement was also highlighted in a recent InvestmentNews feature showcasing this year's honorees.
"This recognition reflects the dedication of our entire team and the trust our clients place in us every day," said William Prentice, Managing Partner. "While this is a meaningful achievement, we are especially proud of what it represents for the clients, families, businesses, and organizations we serve throughout our community."
As an independent wealth management firm, Prentice Wealth Management remains focused on helping clients pursue their financial goals through personalized planning, investment management, and trusted advice. The firm has built its reputation on long-term relationships, personalized service, and a commitment to placing clients’ needs at the forefront of decision.
Beyond serving clients, Prentice Wealth Management is actively involved in supporting local nonprofit organizations, charitable initiatives, educational programs, and community events throughout the region. The firm believes strong communities are built through meaningful partnerships and a shared commitment to giving back.
"Our success is measured not only by the outcomes we help clients achieve, but also by the positive impact we make in the communities where we live and work," said William Prentice. "We are grateful to our clients, community partners, and professional affiliates whose support has contributed to this recognition."
The full InvestmentNews article can be viewed at: https://www.investmentnews.com/best-in-wealth/leading-rias-east/268562
About Prentice Wealth Management
PWM is an independent hybrid Registered Investment Advisory dedicated to helping individuals, families, business owners, and organizations achieve their financial goals through comprehensive financial planning, investment management, retirement planning, and wealth management services. Headquartered in Rochester, NY with regional hubs in Waltham, MA and Fort Mill, SC, the firm is committed to delivering personalized guidance, exceptional service, and lasting relationships with the clients and communities it serves.
https://www.prenticewealth.com
Find Prentice Wealth Management on Social Media
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Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Adviser. Prentice Wealth Management and LPL Financial are separate entities. Award notification took place on 8/21/2026. Data collection for the 2026 InvestmentNews Leading RIA East award was based on publicly shared information from the SEC and typically evaluates firm metrics from the preceding 12 to 18 months leading up to the nomination or evaluation cycle. No fee was paid in consideration of this award.