PROSPERITY - AN EISNERAMPER COMPANY
SEC RegisteredExperience truly integrated wealth management
About the firm
Prosperity – An EisnerAmper Company – provides holistic wealth management for successful individuals, owners of closely held businesses, and generational financial planning for their families. Their goal is to drive long-term financial success through tax-efficient planning, personalized financial strategies, and objective investment advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Financial Planning, Estate Planning Guidance, Charitable Giving Strategies, Divorce Planning, Risk Management, 1031 Exchanges with Delaware Statutory Trusts, and Retirement Plan Solutions for businesses.
Who they serve
Successful individuals, owners of closely held businesses, high net worth investors, and their families seeking generational financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,088 | $535M |
| High Net Worth Individuals | 762 | $2.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $4.1M |
| State/Municipal Entities | 19 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
62 advisors in the directory
Regulatory & compliance
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.