PROSPERITY CAPITAL ADVISORS

30400 Detroit Road
Suite 201
Westlake, Ohio 44145
Tel: 888-240-0064

About PROSPERITY CAPITAL ADVISORS

PROSPERITY CAPITAL ADVISORS, formally registered with the SEC as PROSPERITY CAPITAL ADVISORS. The firm was established in 03/22/2011. They have over 38 offices throughout the country.

PROSPERITY CAPITAL ADVISORS is a Westlake, Ohio based Financial Planning firm with nearly $2,245,308,171 assets under management, offering retirement planning & investment advisory services to 9396 clients. The firm is staffed with 202 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156480
SEC#	801-72187
Assets Managed by Firm	$2,245,308,171
No. of Clients	9396
No. of Advisors	202

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	9396	$2,245,308,171
Individuals (other than high net worth individuals)	4309	$998,324,318
High net worth individuals	333	$694,366,374
Pension and profit sharing plans	7	$1,399,182
Charitable organizations	3	$1,383,682
Corporations or other businesses	15	$22,549,520

More Retirement Planning firms in Westlake, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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