DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 5 | ||||||||
| ARMONK, | $306M | 2012 | ||||||
| $97.4M | 2026 | |||||||
| Virginia Beach, | 147 | |||||||
| ST. LOUIS, | 2017 | |||||||
| Westborough, | 66 | |||||||
| $267,783 | 16 | 2012 | ||||||
PROSPER PRIVATE WEALTH Registered adviser · RIA / Wealth · matched PROSPER PRIVATE WEALTH, LLC · 801-132061 | MESA, | $151M | 2 | 2025 | ||||
| 2023 | ||||||||
| · candidate Unsized | Sheridan, | $2.0M | 1 | 1 | 2023 | |||
MY PROSPER TEAM Registered adviser · RIA / Wealth · matched PROSPER WEALTH SOLUTIONS, LLC · 801-119753 | LEHI, | $58.2M | 7 | 4 | 2020 | |||
| Weston, | 1 | |||||||
Lower middle market | Arlington, | $174M | 3 | 2 | 2024 | |||
| ORMOND BEACH, | $234M | 2 | 2025 | |||||
| 2014 | ||||||||
| Austin, | 1 | |||||||
| DENVER, | $90.9M | 1 | 2012 | |||||
| CHANDLER, | $119M | 1 | 2026 | |||||
| DES PLAINES, | $73.9M | 2026 | ||||||
| DUBLIN, | $70.8M | 2026 | ||||||
NTV Prosperity Management Firm · Venture · matched NTV Prosperity Management LLC · Exempt reporting adviser Also on RIA / Wealth Management | Naples, | $17.1M | 1 | 1 | 2021 | |||
| $24.8M | 1 | 2021 | ||||||
| $111M | 7 | 2025 | ||||||
| SANTA ANA, | $172M | 2 | 2020 | |||||
| $45.3M | 2026 | |||||||
PROSPERITY PLANNING Registered adviser · RIA / Wealth · matched PROSPERITY PLANNING, INC. · 801-113944 | NORTH KANSAS CITY, | $543M | 11 | 2018 | ||||
| DALLAS, | $12B | 269 | 2011 | |||||
| VALENCIA, | $812M | 39 | 2021 | |||||
| · probable Unsized | Washington, | $5.3M | 1 | 2 | ||||
PROSPERITEA PLANNING Registered adviser · RIA / Wealth · matched TEA & TAXES COMPANY DBA PROSPERITEA PLANNING · 801-134175 | GREENFIELD, | $177M | 4 | 2025 | ||||
| 2023 | ||||||||
PROSPERITY - AN EISNERAMPER COMPANY Registered adviser · RIA / Wealth · matched THE PROSPERITY CONSULTING GROUP, LLC · 801-96321 | OWINGS MILLS, | $5.0B | 63 | 2015 | ||||
| $22.1M | 2026 | |||||||
| BELLEVUE, | $147M | 4 | 2022 | |||||
| $11.7M | 2026 | |||||||
| HORSHAM, | $376M | 2 | 2020 | |||||
| WESTLAKE, | $4.4B | 102 | 2011 | |||||
| $7.2M | 2026 | |||||||
| · probable Lower middle market | Diamond Bar, | $342,986 | 1 | |||||
| ISLE OF PALMS, | $4.6M | 3 | 2025 | |||||
| $2.0M | 2026 | |||||||
| OSWEGO, | $1.6M | 2026 | ||||||
| $1.5M | 2026 | |||||||
| $113,910 | 2014 | |||||||
| Miami, | ||||||||
| PORTLAND, | $680,248 | 2026 | ||||||
HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS Registered adviser · RIA / Wealth · 801-116854 | SAINT PETERSBURG, | 2011 | ||||||
| LITTLE ELM, | $188,000 | 2026 | ||||||
| $18.0M | 1 | 1 | 2034 | |||||
| 2025 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.