← Tributary

PROSPERITY ADVISERS, LLC

HORSHAM, PA · CRD 282998 · IAPD ↗ · prosperityadvisers.com · 267-405-6166

$375.8MRegulatory AUM
2Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
7States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — PROSPERITY ADVISERS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
March 2026 — PROSPERITY ADVISERS, LLC moved its main office from FORT WASHINGTON, PA to HORSHAM, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
March 2025 — PROSPERITY ADVISERS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — PROSPERITY ADVISERS, LLC reported RAUM up 38% ($181.8M -> $250.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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