Insights

Growth Opportunity Prosperity Advisors operates in the mid-market investment management space with 51-200 employees and reported revenue between 100M and 250M, indicating a sizable, stable platform that may be receptive to expanded advisory services, platform enhancements, or premium retirement planning solutions.

Sustainability Demand The firm emphasizes building portfolios for sustainable income and life transitions, suggesting potential for advanced sustainable investing products, ESG integration enhancements, and advisor training focused on retirement readiness and impact investing to attract like-minded clients.

Technology Synergy Current tech stack includes Drupal, Google Apps, PHP and other common enterprise tools, highlighting opportunities for modern client experience improvements, data integration, CRM enhancements, cybersecurity upgrades, and scalable digital onboarding to support growth.

Brand Prestige Having a Financial Times Top 400 Adviser recognition and multiple affiliated offices positions Prosperity Advisors as a reputable partner for high-net-worth segments, enabling targeted outreach for premium advisory services, succession planning, and high-touch portfolio management solutions.

Strategic Partnerships Securities and advisory services are offered through Cetera Advisors LLC, signaling openness to deeper partnerships, co-branded solutions, or outsourced investment management infrastructures that can broaden product offerings and cross-sell opportunities.

Similar companies to Prosperity Advisors

Prosperity Advisors Tech Stack

Prosperity Advisors uses 8 technology products and services including QuickBooks, Power BI, Drupal, and more. Explore Prosperity Advisors's tech stack below.

QuickBooks
Accounting And Finance
Power BI
Business Intelligence
Drupal
Content Management System
Microsoft SharePoint
Content Management System
Microsoft 365
Email
Constant Contact
Marketing Automation
Smartsheet
Project Management
Microsoft Teams
Team Collaboration

Media & News

Paul Ewing at Prosperity Advisory Group Inc. recognized as Financial Times Top 400 Adviser.
Prosperity Advisory Group is proud to announce that Paul Ewing has been named as a Financial Times Top 400 Adviser for the fifth consecutive year.
Apr 25, 2019 | www.prosperityadvisors.com

Prosperity Advisors's Email Address Formats

Prosperity Advisors uses at least 2 format(s):

Prosperity Advisors Email Formats	Example	Percentage
First.Last@prosperityadvisors.com	John.Doe@prosperityadvisors.com	71%
First@prosperityadvisors.com	John@prosperityadvisors.com	18%
Last@prosperityadvisors.com	Doe@prosperityadvisors.com	7%
First.Middle@prosperityadvisors.com	John.Michael@prosperityadvisors.com	4%
First@prosperityworks.com	John@prosperityworks.com	81%
FLast@prosperityworks.com	JDoe@prosperityworks.com	14%
Last@prosperityworks.com	Doe@prosperityworks.com	5%

Frequently Asked Questions

What is Prosperity Advisors's phone number?

You can contact Prosperity Advisors's main corporate office by phone at

+1-913-529-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Prosperity Advisors's official website and social media links?

Prosperity Advisors's official website is prosperityadvisors.com and has social profiles on LinkedIn Crunchbase.

How much revenue does Prosperity Advisors generate?

As of July 2026, Prosperity Advisors's annual revenue is estimated to be $100M - $250M.

What is Prosperity Advisors's NAICS code?

Prosperity Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Prosperity Advisors have currently?

As of July 2026, Prosperity Advisors has approximately 76 employees across 2 continents, including North AmericaAsia. Key team members include Partner And Financial Advisor: D. C.Consultant: M. S.Financial Advisor: A. T.. Explore Prosperity Advisors's employee directory with LeadIQ.

What industry does Prosperity Advisors belong to?

Prosperity Advisors operates in the Investment Management industry.

What technology does Prosperity Advisors use?

Prosperity Advisors's tech stack includes QuickBooksPower BIDrupalMicrosoft SharePointMicrosoft 365Constant ContactSmartsheetMicrosoft Teams.

What is Prosperity Advisors's email format?

Prosperity Advisors's email format typically follows the pattern of First.Last@prosperityadvisors.com. Find more Prosperity Advisors email formats with LeadIQ.

When was Prosperity Advisors founded?

Prosperity Advisors was founded in 1989.

Prosperity Advisors

Q: How many employees does Prosperity Advisors have currently?

Prosperity Advisors has approximately 76 employees.

Q: What technology does Prosperity Advisors use?

Prosperity Advisors's tech stack includes accessiBe, Microsoft Outlook, Microsoft Word, Google Maps, Lightbox.

Q: What is Prosperity Advisors's NAICS code?

Prosperity Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementKansas, United States51-200 Employees

Prosperity Advisors operates in investment management, offering support for clients as they invest for the future, navigate life transitions, prepare for retirement, and pursue portfolios designed for sustainable income. Each client is supported by a dedicated team of analysts, administrators and advisers, reflecting a collaborative approach to service.

The firm is based in Overland Park, Kansas, with additional offices in Akron, Ohio; Carmel, Indiana; and Toledo, Ohio, and Securities and Advisory Services are offered through Cetera Advisors LLC. Cetera Advisors LLC is a broker-dealer and a Registered Investment Advisor, and Prosperity operates under separate ownership from Cetera Advisors, LLC. In the investment management industry, the company serves clients seeking guidance through financial planning, retirement readiness, and portfolio management focused on sustainable income.