Recognized for rapid response to major OBBB tax legislation, RIA sets new standard for client readiness and proactive guidance
CLEVELAND, Ohio, January 2, 2026 – Prosperity Capital Advisors (Prosperity), a SEC-Registered Investment Adviser (RIA), is pleased to announce that it has been named a 2025 ThinkAdvisor Luminaries award winner for the Industry Disruption category.
Additionally, Prosperity advisor, James Comblo, was recognized as a Luminaries winner for Thought Leader of the Year in the CEO (Financial Planning) category.
Now in its fifth year, the Luminaries awards program celebrates outstanding firms and individuals in financial services who are making meaningful contributions to the industry and the clients they serve.
No fees were paid in exchange for consideration or selection. Instead, the winners were selected by ThinkAdvisor’s editorial team based on qualitative factors such as innovation, impact, and contributions to the financial services industry.
Prosperity Capital Advisors received this honor for its rapid response to The One Big Beautiful Bill (OBBB)—one of the most significant pieces of tax legislation in recent years. Within weeks of the bill’s passage, Prosperity developed comprehensive resources to help clients understand how the new law would impact their financial plans. The firm created detailed planning guides and trained its entire advisor network on the bill’s key provisions, ensuring clients received clear, confident guidance during a time of significant change.
“When The One Big Beautiful Bill was signed, we knew our clients would have questions—important ones about their retirement, their legacy, their plans,” said Dave Alison, Co-President and Founding Partner of Prosperity Capital Advisors. “We didn’t wait for the dust to settle. We built the resources and training our team needed to provide clear, confident guidance when it mattered most. This recognition affirms our commitment to supporting holistic financial advisors so families can achieve true prosperity.”
Beyond the Prosperity network of advisors, these resources were then made available to the broader advisory network to help clients nationwide.
This most recent accomplishment comes on the heels of Prosperity Capital Advisors being recognized by Financial Advisor Magazine as a top RIA from 2022-2025 and one of the 50 Fastest Growing RIAs (#17 in 2025).
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.
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.
The Luminaries Class of 2025 winners were recognized at an awards ceremony at the New York Hilton Midtown on December 4th.
“The 2025 Luminaries Awards continue to set new standards for excellence in financial services,” said Janet Levaux, editor-in-chief of ThinkAdvisor. “This year’s honorees shine not only through bold leadership and groundbreaking innovation, but also through their deep commitment to strengthening communities and advancing the industry. Their achievements highlight the dynamic, evolving nature of financial services, and we are proud to showcase their work as an inspiring example for others to follow.”
About Prosperity Capital Advisors:
Prosperity Capital Advisors (Prosperity) is a SEC-Registered Investment Advisor (RIA) dedicated to simplifying complex financial challenges for investors nationwide. Prosperity’s holistic approach is grounded in five core pillars: financial planning, asset management, tax management, protection planning, and legacy planning. Through a network of fiduciary advisors, Prosperity provides strategic integration across these pillars to deliver coordinated, customized solutions. Prosperity is backed by a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners, tax practitioners, and insurance specialists. For more information, visit prosperitycapitaladvisors.com.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“Prosperity”), an SEC registered investment adviser.
About ThinkAdvisor:
ThinkAdvisor (ThinkAdvisor.com) provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions. The website showcases advisors adapting and succeeding in new ways, translating the impact of industry regulation, dealmaking, and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.