Meet Prosperity Capital Advisors

At Prosperity Capital Advisors (Prosperity), we’re an SEC-registered investment advisor (RIA). We equip you with fee-based financial planning and investment solutions designed to help you meet your clients’ unique needs.

We offer a full-service investment platform with turnkey asset management tools and resources to build holistic financial plans. We’re custodian agnostic and provide our affiliated advisors with valuable tools and resources:

Extensive support

Advanced portfolio analytics and reporting

Investment product due diligence and selection

RIA Solutions by Prosperity

We work with a select group of investment advisor representatives to help you grow your planning and investment capabilities.

Our overarching commitment is to support our affiliated advisors as you advise in your clients’ best interests.

We provide product-agnostic advisors with turnkey financial planning processes, tools, and support so that you can build a plan as the foundation for all investment advice before product selection.

A Comprehensive Wealth Management Solution for You and Your Clients

At Prosperity Capital Advisors, we strategically align multiple factors into one thorough, coordinated plan:

  • Investments
  • Insurance
  • Tax
  • Estate
  • Social Security
  • Retirement income
  • Healthcare planning

When you work with Prosperity, you provide your clients with more than investment management. You deliver solutions that address the complex challenges and opportunities every investor faces.

Our team looks at the big financial picture and provides aligned, holistic services. We use financial products and portfolios only as instruments to help each client reach their financial goals.

With the countless financial vehicles available today, a holistic wealth management plan can identify gaps and inefficiencies. This provides accurate product and portfolio recommendations for every client.

That’s why we offer financial planning as our foundational service.

Work With Prosperity Capital Advisors

We offer a team of highly specialized professionals focused on finding outstanding solutions to unique situations, including CFP® professionals, tax professionals, insurance specialists, and more.

Through affiliation with Prosperity Capital Advisors, you have access to industry-leading tools, resources, and training to gather more assets under management and position Prosperity portfolios as part of a holistic financial plan.

Become a Prosperity-Affiliated Advisor

If you’re an independent financial advisor searching for the tools and support to deliver holistic financial plans, we’re your solution.

Tap into planning tools and training, including The Bucket Plan® holistic planning process. Receive support from our team of CFP® professionals, tax professionals, and business partners.

And take advantage of the financial advisor training and development resources that help you every step of the way.