Prosperity Capital Advisors, an SEC-registered investment advisor, has unveiled a unified vision for its next chapter, bringing five firms together under one brand to deliver a more seamless, technology-forward, and personalized wealth management experience for clients across the U.S.
The five firms joining forces under the Prosperity umbrella are JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group, and FSC Wealth Advisors. The combined organization includes 152 front- and back-office professionals, 98 investment adviser representatives, and $4.7 billion in assets under management.
Prosperity’s approach is built upon The Bucket Plan Process and the Five Pillars of Holistic Wealth Management — financial planning, asset management, tax management, protection planning, and legacy planning — working together through a collaborative advisory team. The firm also employs The Tax Trilogy, encompassing tax planning, management, and preparation through its Tax Management Journey process.
The firm has earned recognition including being named among the Best Financial Advisory Firms in the U.S. in 2026 by USA Today, one of America’s Top RIAs, one of the 50 Fastest Growing RIAs, and a 5-Star RIA. Prosperity serves high-net-worth and ultra-high-net-worth individuals and families, including business owners, medical professionals, federal employees, high-income professionals, and women through a specialized program.
KEY QUOTES:
“At Prosperity, we have been doing holistic wealth management for over 25 years. Just as we were one of the pioneers of the holistic approach, we are becoming a technology-empowered business to be a pioneer in the next evolution in the wealth management industry.”
Jason L Smith, Chief Visionary, Executive Chairman and Founder, Prosperity Capital Advisors
“This next chapter is about improving the relationships and results for those we serve and helping more American families follow their Path to Prosperity by expanding our reach.”
“By coming together under one brand and one shared vision, we are strengthening the way we help organize, protect, grow, and transfer our clients’ wealth for many generations.”
Jason L Smith, Chief Visionary, Executive Chairman and Founder, Prosperity Capital Advisors
“Prosperity’s evolution has always been about building a destination advisory firm, a place where clients, advisors, and team members feel at home, aligned, and fully supported in pursuit of exceptional outcomes.”
Stan Milovancev, CEO, Prosperity Capital Advisors
