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PROSPERITY - AN EISNERAMPER COMPANY

OWINGS MILLS, MD · CRD 133777 · IAPD ↗ · prosperityconsult.com · 410-363-7211

$5.04BRegulatory AUM
60Advisory reps
82Employees
209Clients
More than 500Planning clients
0Private funds
37States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — PROSPERITY - AN EISNERAMPER COMPANY notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2026 — PROSPERITY - AN EISNERAMPER COMPANY added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
September 2026 — PROSPERITY - AN EISNERAMPER COMPANY reported RAUM up 58% ($3.20B -> $5.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
July 2026 — PROSPERITY - AN EISNERAMPER COMPANY notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2026 — PROSPERITY - AN EISNERAMPER COMPANY added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — PROSPERITY - AN EISNERAMPER COMPANY's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
December 2025 — PROSPERITY - AN EISNERAMPER COMPANY added office(s): 9 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — PROSPERITY - AN EISNERAMPER COMPANY notice-filed in ME, OR, RI, UT, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
80
December 2025 — PROSPERITY - AN EISNERAMPER COMPANY grew from 46 to 56 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2025 — PROSPERITY - AN EISNERAMPER COMPANY notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — PROSPERITY - AN EISNERAMPER COMPANY added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
February 2025 — PROSPERITY - AN EISNERAMPER COMPANY notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — PROSPERITY - AN EISNERAMPER COMPANY notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
November 2024 — PROSPERITY - AN EISNERAMPER COMPANY reports More than 500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
November 2024 — PROSPERITY - AN EISNERAMPER COMPANY reported RAUM up 173% ($1.07B -> $2.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
November 2024 — PROSPERITY - AN EISNERAMPER COMPANY grew from 31 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
October 2024 — PROSPERITY - AN EISNERAMPER COMPANY notice-filed in AL, AZ, MI, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2024 — PROSPERITY - AN EISNERAMPER COMPANY added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2024 — PROSPERITY - AN EISNERAMPER COMPANY added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2024 — PROSPERITY - AN EISNERAMPER COMPANY crossed $1B in regulatory AUM ($406.8M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
March 2024 — PROSPERITY - AN EISNERAMPER COMPANY grew from 8 to 31 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.