Prosperity Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Horsham, PA. Its latest Form ADV filing, dated February 23, 2026, reports $376M in regulatory assets under management, 8 employees, and 1,021 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.2% of total clients.
Top client categories% of clientsClients
1
Individuals
59.2%
171
2
HNWI
40.8%
118
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$376Mas of February 23, 2026
Discretionary100.0%
$376M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$376M
Total Accounts1,021
10Y AUM Change+$264M (+237.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee36:1
10Y Employee Change+3 (+60.0%)
* 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.