CLEVELAND, Aug. 8, 2024
/PRNewswire/ -- Prosperity Capital Advisors (PCA), a
planning-first, SEC-Registered Investment Adviser (RIA), proudly
announces its recognition as one of the 50 Fastest Growing RIAs in
the United States for 2024 by
Financial Advisor Magazine, ranking at #31. This accolade is
a testament to PCA's unwavering commitment to delivering
exceptional financial advisory services and achieving continuous
growth.
Additionally, PCA has been listed among the top RIAs in the
country by Financial Advisor Magazine, ranking #182, a
substantial leap from #237 the previous year. This marks the third
consecutive year that PCA has earned this recognition, with this
year's ranking representing the highest placement to date.
"Being recognized as one of the fastest growing RIAs, and one of
the top RIAs in the country, by Financial Advisor is a
tremendous honor," said Jason L Smith, Founder and CEO of
Prosperity Capital Advisors. "Our ongoing rise in the
magazine's rankings is a reflection of our team's commitment to
providing comprehensive financial planning and asset management
services that we can adapt and tailor to meet the evolving needs of
our clients."
Financial Advisor Magazine's annual list of the 50
Fastest Growing RIAs is determined by comparing firms' year-end
assets under management (AUM) to the previous year's AUM, based on
data provided in surveys completed by the practices. The list
includes firms with AUM exceeding $500
million, showcasing those leading the industry in growth and
performance. The complete list of ranked firms is available at
https://www.fa-mag.com/2024riasurveyandranking.
"We are dedicated to leveraging our innovative strategies and
client-first approach to drive sustained growth year after year,"
said Dave Alison,
CFP®, EA, BPC, President and Founding Partner of
Prosperity Capital Advisors. "Our primary goal is to continue
expanding our services so we can enhance the financial well-being
of our clients, and we are grateful to Financial Advisor
Magazine for recognizing the growth we have achieved as a
result of this focus."
About Prosperity Capital Advisors
Prosperity Capital Advisors (PCA) is a planning-first,
SEC-registered investment adviser (RIA) dedicated to simplifying
complex challenges for investors nationwide. Their offerings are
centered around the five pillars of holistic wealth
management—financial planning, asset management, tax management,
protection planning, and legacy planning. PCA is committed to
strategically aligning each pillar into one comprehensive,
well-coordinated plan. Backed by a team of skilled professionals,
including CERTIFIED FINANCIAL PLANNER™ professionals, as well as
tax and insurance specialists, PCA offers personalized support and
expertise through affiliated fiduciary advisors.
For more information, visit www.ProsperityCapitalAdvisors.com or
call (888) 240-0064.
Methodology
FA's RIA survey is a ranking based on assets under
management at year end of independent RIA firms that file their own
ADV with the SEC. FA's RIA ranking orders firms from
largest to smallest, based on AUM reported to us by firms that
voluntarily complete and submit FA's survey by our
deadline. We do our best to verify AUM by reviewing ADV
forms. To be eligible for the ranking, firms must be
independent registered investment advisors and file their own ADV
statement with the SEC and provide financial planning and related
services to individual clients. Firms must have at least
$1 billion in assets under management
as of December 31, 2023, to be
included in the print edition of Financial
Advisor magazine's 2024 RIA survey. Firms with under
$1 billion will be included
in FA's expanded 2024 online RIA survey.
Disclosure: Working with a highly-rated RIA 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 PCA 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 firm. Unless otherwise noted no fee was paid for
consideration of any ranking or award.
Contact:
Sarah Tremallo
stremallo@jconnelly.com
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SOURCE Prosperity Capital Advisors