OWINGS MILLS, MDCRD 133777Latest ADV February 4, 2026
Prosperity - An Eisneramper Company is an SEC registered investment adviser organized as a limited liability company with a primary office location in Owings Mills, MD. Its latest Form ADV filing, dated February 4, 2026, reports $3.2B in regulatory assets under management, 66 employees, 13 offices, and 5,557 accounts.
Assets Under Management
$3.2B
Employees
66
Offices
13 offices
Total Clients
1,896
Primary office
OWINGS MILLS, MD
10065 RED RUN BOULEVARD, SUITE 200, OWINGS MILLS, MD, United States
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
1,088
2
HNWI
40.2%
762
3
Corporations
1.1%
21
4
Charitable
1.0%
19
5
Pension Plans
0.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of February 4, 2026
Discretionary99.6%
$3.2B
100% of total RAUM99.6%
Non-discretionary0.4%
$12M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.2B
Total Accounts5,557
10Y AUM Change+$3.0B (+1865.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees66
Clients per Employee29:1
10Y Employee Change+54 (+450.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.