Bryan Bibbo

Meet Bryan Bibbo

With over two decades of financial expertise, Bryan Bibbo serves as Partner | Senior Wealth Manager at Prosperity Capital Avisors, where he guides successful professionals, business owners, and retirees to their financial future through comprehensive strategies.

Bryan believes one of his core purposes is to help people grow and protect their wealth while minimizing taxes so they’re able to focus on what matters most to them.

Education and Experience

Bryan’s passion for finance emerged early, starting his career at age 16 alongside his uncle as a stockbroker in Cleveland. After earning his accounting degree from Kent State University, he became devoted to helping Northeast Ohio residents navigate their financial futures.

His dedication to serving clients is reflected in his extensive credentials, including Series 65 licensure, Life and Health Insurance licenses, and participation in the Annual Filing Season Program (AFSP) with the Internal Revenue Service. He also holds designations as an Accredited Investment Fiduciary (AIF), National Social Security Advisor (NSSA), and Certified Exit Planning Advisor (CEPA), and he is Bucket Plan Certified® (BPC).

This commitment to excellence has earned him recognition among InvestmentNews’ Top Advisors in 2024, as well as selection as a 2025 InvestmentNews Excellence Awardee for Advisor of the Year Regional (Midwest). He was also named one of AdvisorHub’s Advisors to Watch in the RIA category.

Thought Leadership

As a trusted voice in the financial industry, Bryan regularly shares his insights through major media outlets, including Fox Business, Yahoo! Finance, NASDAQ News, and Cleveland 19 News. Bryan also enjoys mentoring future financial professionals through FinServ Mentor Connections and teaching the Bucket Plan® 2.0 training to qualified advisors.

Get to Know Bryan

A lifelong Ohio native, Bryan shares life with his wife, Amanda, and their two children. His fascination with history and value shows in his collection of vintage money and artifacts. When not helping clients, Bryan can often be found tending to his garden or spending quality time with family. As an active community member, he serves on the Local Leadership Board of the Arthritis Foundation in Northeast Ohio.

Awards & Recognition Disclosures

To compile the 2024 Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (both between September 2022 and September 2023). The InvestmentNews team then tabulated a ranking for each advisor in each category and combined those scores to determine the advisor’s final ranking on the 2024 Top Advisors list. AdvisorHub’s 2025 ‘Advisors to Watch’ ranking is based on three factors: scale (AUM, revenue, and client size), growth (year-over-year increases in assets, production, and households), and professionalism (regulatory record, team diversity, and community involvement).

Rankings are based on AdvisorHub’s proprietary research and are invitation-only. 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.

Accredited Investment Fiduciary® (AIF®) The AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF Code of Ethics. In order to maintain the AIF designation, the individual must annually renew their affirmation of the AIF Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company).

The Annual Filing Season Program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Those who choose to participate can meet the requirements by obtaining 18 hours of continuing education, including a six hour federal tax law refresher course with test.

Series 65– The Series 65, Uniform Investment Adviser Law Examination, is an exam consisting of 130 multiple choice questions that is administered in a 3 hour testing time.