Prosperity Capital Advisors

$4.39BAssets under management
as of Mar 2026 · SEC Form ADV
Westlake, OH
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Tech stack

No one at Prosperity Capital Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Prosperity Capital Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $1.4B held · filed Sep 2024
Northern Trust
Per Form ADV · $527M held · filed Sep 2024
Fidelity
Per Form ADV · $249M held · filed Sep 2024