DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Philadelphia, | 1 | |||||||
Lower middle market | Arlington, | $174M | 3 | 2 | 2024 | |||
| DENVER, | $90.9M | 1 | 2012 | |||||
| DES PLAINES, | $73.9M | 2026 | ||||||
| CHANDLER, | $119M | 1 | 2026 | |||||
| SANTA ANA, | $172M | 2 | 2020 | |||||
PROSPERITY PLANNING Registered adviser · RIA / Wealth · matched PROSPERITY PLANNING, INC. · 801-113944 | NORTH KANSAS CITY, | $543M | 11 | 2018 | ||||
| VALENCIA, | $812M | 39 | 2021 | |||||
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 | ||||||
PROSPERITY - AN EISNERAMPER COMPANY Registered adviser · RIA / Wealth · matched THE PROSPERITY CONSULTING GROUP, LLC · 801-96321 | OWINGS MILLS, | $5.0B | 63 | 2015 | ||||
| $45.3M | 2026 | |||||||
| BELLEVUE, | $147M | 4 | 2022 | |||||
PROSPERITEA PLANNING Registered adviser · RIA / Wealth · matched TEA & TAXES COMPANY DBA PROSPERITEA PLANNING · 801-134175 | GREENFIELD, | $177M | 4 | 2025 | ||||
| $22.1M | 2026 | |||||||
| HORSHAM, | $376M | 2 | 2020 | |||||
| WESTLAKE, | $4.4B | 102 | 2011 | |||||
| $11.7M | 2026 | |||||||
| $7.2M | 2026 | |||||||
| $1.5M | 2026 | |||||||
| · probable Lower middle market | Diamond Bar, | $342,986 | 1 | |||||
| $113,910 | 2014 | |||||||
| $2.0M | 2026 | |||||||
| OSWEGO, | $1.6M | 2026 | ||||||
| PORTLAND, | $680,248 | 2026 | ||||||
| LITTLE ELM, | $188,000 | 2026 | ||||||
| 2025 | ||||||||
| FORT COLLINS, | $22.7M | 2026 | ||||||
| SAN RAMON, | $503M | 8 | 2025 | |||||
| · probable Unsized | $13.0M | 5 | 2 | 2014 | ||||
| VICTOR, | $216M | 3 | 2020 | |||||
| IRVINE, | $269M | 4 | 2021 | |||||
| 1 | 2023 | |||||||
| $7.3M | 2026 | |||||||
| SAN RAMON, | $359M | 2015 | ||||||
| SPRINGFIELD, | $98.0M | 2026 | ||||||
| NEW YORK, | 2026 | |||||||
| Suwanee, | 1 | |||||||
PROSPERITUS WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PROSPERITUS WEALTH ADVISORS, LLC | CORAL SPRINGS, | $69.4M | 2026 | |||||
| LOUISVILLE, | $56.6M | 2026 | ||||||
| BLOOMFIELD HILLS, | $95.2M | 2026 | ||||||
| 1985 | ||||||||
HSI - Hemisfério Sul Investimentos Ltda. Manager · RE funds · matched Prosperitas Investimentos S.A. · 1b 5b Also on Private Equity | · candidate | Sao Paulo, | $1.1B | 39 | 6 | 2023 | ||
| 2012 | ||||||||
| $11.3M | 1 | 2019 | ||||||
| $50.0M | 2025 | |||||||
| Chicago, | 72 | |||||||
| 2 | 1 | |||||||
| $12.0M | 2023 | |||||||
| ST THOMAS, | $70.5M | 2015 |
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.