Prosperity was named by Accounting Today as a “Top Firm for Assets Under Management” ("AUM").
In its 18th annual listing, Accounting Today stated that the firms selected have a collective $295 billion in AUM, which has increased 29% from last year's $228 billion. With significant growth in wealth management activity this year, the threshold for making this list is now $108 million, compared to $85 million last year.
Prosperity's advisors specialize in holistic wealth management, addressing areas critical to financial success: financial planning and investment management, retirement design, estate planning, tax strategy, business planning, and more. We provide innovative, independent advice to successful individuals, families with multigenerational wealth, and closely held business owners.
"This has been a year of great change and even greater growth. However, with growth comes new challenges in wealth management. At Prosperity, we seek to promote collaboration and continued innovation in our work, so I am beyond thankful to be recognized as a top firm," said Michele Martin, Prosperity President.
"This year's firms face a wide range of challenges—but they are the best kind of challenges: the kind that comes from success. With their rising levels of AUM (and the accompanying rising fees), they're well positioned to continue their growth into 2025 and beyond," commented Accounting Today Editor-in-Chief Daniel Hood.
