AdFi
P-

PROSPERITY - AN EISNERAMPER COMPANY

SEC Registered
OWINGS MILLS, MDhttps://prosperityconsult.com410-363-7211
Assets Under Management
$1B–$5B
Employees
66
Office Locations
9 offices
Total Accounts
5557

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/Municipal

Services

investment_managementfinancial_planningestate_planningcharitable_givingdivorce_planningcash_flow_planningrisk_management

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)1,088$535M
High Net Worth Individuals762$2.6B
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations6$4.1M
State/Municipal Entities19
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

6 total clients reported on Form ADV.

Leadership

Donald Nathan Hoffman
PRESIDENT
Donna Carol Gestl
MEMBER/CCO

Office locations

9 offices in 7 states
MD
OWINGS MILLSHQ
FL
FORT MYERS
FL
WEST PALM BEACH
NY
NEW YORK
NC
RALEIGH
MN
MINNEAPOLIS
NJ
MOUNT LAUREL
PA
PHILADELPHIA
NJ
ISELIN

Advisors at this firm

24 advisors in the directory

Peter Adams
Investment Adviser Representative
Dual-registered
Nathan James Ahlberg
Investment Adviser Representative
Dual-registered
Erin Ansalvish
Investment Adviser Representative
Dual-registered
Alan Craig Bolotin
Investment Adviser Representative
Dual-registered
Jared S Bolotin
Investment Adviser Representative
Dual-registered
Ana Paola Bou- Goldsmith
Investment Adviser Representative
Dual-registered
Adam Eli Barton Buchanan
Investment Adviser Representative
Dual-registered
Joseph Michael Demartinis
Investment Adviser Representative
Investment Adviser Rep
Alysa Vanessa Enriquez
Investment Adviser Representative
Dual-registered
Evelyn Khachikian Fernandez
Investment Adviser Representative
Dual-registered
Robert Fradella
Investment Adviser Representative
Investment Adviser Rep
Joseph A Granahan
Investment Adviser Representative
Investment Adviser Rep
Alan Bruce Gubernick
Investment Adviser Representative
Dual-registered
Jermaine Guthrie
Investment Adviser Representative
Dual-registered
Lawrence Hamilton
Investment Adviser Representative
Dual-registered
Keon Kristofor Khamsehpour
Investment Adviser Representative
Investment Adviser Rep
Merryll Dyan McElwain
Investment Adviser Representative
Dual-registered
Jennifer Allyn McKinnon
Investment Adviser Representative
Dual-registered
Allan Michael Peiser
Investment Adviser Representative
Dual-registered
Arthur Kent Pittman
Investment Adviser Representative
Dual-registered
Brian Joseph Schad
Investment Adviser Representative
Dual-registered
Marc Scudillo
Investment Adviser Representative
Dual-registered
Jennifer Siraco
Investment Adviser Representative
Dual-registered
William Paul St.clair
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#133777
SEC Number
801-96321
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROSPERITY - AN EISNERAMPER COMPANY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

PROSPERITY - AN EISNERAMPER COMPANY in OWINGS MILLS, MD - Financial Advisory Firm | AdvisorFinder