Prosperity Capital Advisors

A Planning-First Registered Investment Advisor

Welcome to Prosperity Capital Advisors

Prosperity Capital Advisors (PCA) is a planning-first, SEC registered investment adviser (RIA) that equips advisors with an array of fee-based financial planning tools and investment options to meet their individual clients’ unique needs. From asset positioning strategies to holistic planning and fee-based planning, Prosperity Capital Advisors is committed to delivering a robust array of resources, tools, training and support to its affiliated advisors so that they can build holistic financial plans in the best interest of their clients.

Discover The Bucket Plan^® Best Interest Planning Process

Advisor Solutions

Who We Work With

What We Offer

How To Work with PCA

Open Architecture Investment Platform

PCA offers advisors a full-service, open architecture investment platform for advisors to develop investment plans unique to their client’s individual situation. PCA provides affiliated advisors extensive investment management support, including advanced portfolio analytics and reporting, multiple investment managers, product due diligence and selection, advisor trading capabilities, compliance support, and more, allowing advisors to focus on providing unbiased recommendations and wealth management services in the best interest of their clients.

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Latest News

BusinessInsider: Prosperity Capital Advisors Named to Financial Times 300 Top RIAs of 2018

Prosperity Capital Advisors (PCA), a SEC registered investment adviser (RIA) dedicated to bringing holistic financial and [...]

LifeHealth: Bill Richardson Named SVP, Business Development at C2P Advisory Group

C2P Advisory Group, a fiduciary-friendly insurance marketing organization (IMO), announced today that Bill Richardson has been named [...]

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Ready to deliver holistic financial plans in the best interest of your clients?  Contact us today to learn more about how to become a PCA advisor today!