For all awards listed below:

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

• Financial Advisor Magazine — 50 Fastest Growing RIAs, 2024, 2025:

Criteria: FA‘s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA‘s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA‘s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $1 billion will be included in FA‘s expanded 2024 online RIA survey.

Source: 2024, 2025

In 2025, Prosperity ranked #17 with assets up by 52.24% from 2023-2024.

In 2024, Prosperity ranked at #31 with assets up by 41.3% from 2022-2023.

The data was compiled by Financial Advisor magazine through the information provided to us by the firms that completed and submitted a survey.

• Financial Advisor Magazine — Top RIAS,  2022-2025:

Criteria: FA’s RIA survey, conducted by Financial Advisor Magazine, ranks firms based on how much money they manage at the end of the year. It focuses on independent RIA firms that report their information to the SEC. The ranking order, from biggest to smallest, comes from AUM data provided by firms that voluntarily fill out FA’s survey before the deadline. FA double-checks AUM data by reviewing ADV forms. For eligibility, firms must be independent registered investment advisors, submit their own ADV form to the SEC, and offer financial planning to individual clients. To be in the print edition of Financial Advisor magazine’s survey, firms need at least $500 million in AUM by the deadline.

Source: 2022, 2023, 2024, 2025

In 2022, Prosperity was ranked at #133.

In 2024, Prosperity was ranked at #182

In 2023, Prosperity was ranked at #237.

In 2022, Prosperity was ranked at #250.

Financial Advisor Magazine ranks firms by fact-checking firm-provided AUM data. Eligible firms must be independent registered investment advisors, submit their own ADV form to the SEC, and offer financial planning to individual clients. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

• InvestmentNews — 5-Star RIA, 2025:

Criteria: The 5-Star RIA Firms list recognizes the nation’s top-performing wealth management firms, setting a benchmark for excellence in the industry.
Firms are selected based on objective criteria including assets under management (AUM), AUM growth, and the number of new clients acquired organically over the past 12 months. All submitted data undergoes a rigorous verification process. To qualify for inclusion, firms must manage a minimum of $1 billion in AUM in 2024. This recognition highlights best-in-class Registered Investment Advisors across the country who demonstrate consistent growth, strong client engagement, and overall excellence in wealth management.

Source

The InvestmentNews ‘5-Star RIA Firms’ recognition is based on a multi-step process that includes nominations, independent research, data submissions from firms, and an evaluation by an external panel of industry experts using pre-established criteria such as AUM growth, client acquisition, and overall performance metrics. Final selection is determined through a points-based scoring system. This recognition is not indicative of future performance, does not guarantee results, and should not be construed as an endorsement. It is based in part on information provided by the adviser, which may not be independently verified. No fee was paid for inclusion. September 2025.

• USA Today — Top RIAs, 2023:

Criteria 

Source

USA Today conducted a nationwide opinion poll and gathered publicly available short-term and long-term AUM data to create a score. The 500 RIA firms with the highest score were awarded as USA TODAY’s Best Financial Advisory Firms. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award. April 2023.

• “Top 10 Retirement Planning Books of 2023” — U.S. News & World Report.
  • Based on the opinion of the author, not statistically significant criteria
    Source
• “The Best 15 Books for Retirement Planning” — Entrepreneur.com.
  • Based on the opinion of the author, not statistically significant criteria
    Source 
    

These acknowledgements are based on the opinions of the authors, not on statistically significant criteria.  Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

• InvestmentNews Advisor of the Year – Regional (Southeast) – Winner, 2025
• InvestmentNews Advisor of the Year – Regional (West) – Awardee (finalist), 2024
  

Criteria

Source: 2025, 2024

Recipients of the Advisor of the Year by InvestmentNews are selected through a five-stage process: open nominations; internal research by InvestmentNews; submission of detailed materials by selected excellence awardees; review by an independent panel of industry leaders using defined criteria; and final selection via a points-based system. No fee is required to enter. Recognition is not indicative of future performance and does not guarantee client satisfaction or success. Awards are based on information submitted by the advisor and should not be construed as an endorsement by, nor representative of, any client’s experience. June 2024, June 2025.

• InvestmentNews Top Advisor – Winner, 2024

Criteria

Source

Criteria

Source

The ThinkAdvisor Luminaries Awards finalists and winners were selected by ThinkAdvisor’s editorial team based on qualitative factors such as innovation, impact, and contributions to the financial services industry. No fees were paid in exchange for consideration or selection. These recognitions are not based on client experience or investment performance and do not represent testimonials or endorsements of our advisory services.

• InvestmentNews 40 Under 40- Winners, 2015, 2023

Criteria: Nominees for the 40 Under 40 project should exhibit qualities of leadership within the financial advice field. He or she must be under the age of 40 before the date the honorees are announced in the print issue of InvestmentNews and online. Nominees will be considered by InvestmentNews editors based on the following key points:

• Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements.
• Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work.
• Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole.
• Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field.

Source for Dave Alison, 2023

Source for Jason L Smith, 2015

InvestmentNews 40 Under 40 Award winners are evaluated on their advisory accomplishments, industry contributions, leadership and commitment to the field of financial services. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

• Crain’s Notable Wealth Managers – Honoree, 2021

Criteria: The honorees do not pay to be included. Their profiles were drawn from the nomination materials submitted. This list is not comprehensive. It includes only individuals for whom nominations were submitted and accepted after a review by editors. To qualify for the list, nominees must be based in Northeast Ohio. They must be currently employed full-time at a financial institution or company offering wealth management services and showcase professional achievements. They must have a minimum of three years’ experience and oversee at least $10 million in assets under advisement. They must be active in the community and/or philanthropic activities, mentoring programs and/or diversity and inclusion initiatives.

Source

Crain’s Notable Wealth Managers must: be based in Northeast Ohio; currently employed full-time at a financial institution or company offering wealth management services; have a minimum of three years’ experience and oversee at least $10 million in assets under advisement; and must be active in the community and/or philanthropic activities, mentoring programs and/or diversity and inclusion initiatives. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

• Five Star Wealth Manager Award –  Honoree, 2016-2017, 2022-2025

Criteria

Source

The Five Star Wealth Manager award is given to wealth managers who satisfy 10 objective eligibility and evaluation criteria associated with providing quality services to their clients. Factors taken into account include assets under management, client retention rate and a regulatory/complaint review. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.