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PROSPERITY CAPITAL ADVISORS

30400 Detroit Road
Suite 201
Westlake, Ohio 44145
Tel: 888-240-0064

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About PROSPERITY CAPITAL ADVISORS

PROSPERITY CAPITAL ADVISORS, formally registered with the SEC as PROSPERITY CAPITAL ADVISORS. The firm was established in 03/22/2011. They have over 38 offices throughout the country.

PROSPERITY CAPITAL ADVISORS is a Westlake, Ohio based Financial Planning firm with nearly $2,245,308,171 assets under management, offering retirement planning & investment advisory services to 9396 clients. The firm is staffed with 202 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156480
SEC#801-72187
Assets Managed by Firm$2,245,308,171
No. of Clients9396
No. of Advisors202

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total9396$2,245,308,171
Individuals (other than high net worth individuals)4309$998,324,318
High net worth individuals333$694,366,374
Pension and profit sharing plans7$1,399,182
Charitable organizations3$1,383,682
Corporations or other businesses15$22,549,520

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MEEDER PUBLIC FUNDS, INC.
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DIAMOND HILL CAPITAL MANAGEMENT INC
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TOUCHSTONE ADVISORS INC
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