Workflow
Holistic Wealth Management
icon
搜索文档
Prosperity Merges in Five Firms to Create $4.7B RIA
Yahoo Finance· 2026-05-02 02:30
Prosperity Capital Advisors, a Westlake, Ohio-based registered investment advisor, is merging five firms under its brand, boosting the company's total assets under management to $4.7 billion. The RIA is bringing together JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group and FSC Wealth Advisors in a deal that adds 31 advisors and $1.8 billion in combined AUM. With the new firms, Prosperity will employ 152 professionals, including 98 advisors. JL Smith wa ...