Why Prospera

Built by advisors, for advisors. Prospera’s exclusive, boutique firm of savvy professionals knows how to help you achieve your goals—because we know what it’s like to sit in your chair. With a number of products and services tailored to your exact needs, we have the power and experience to get you where you want to go. Our heart and passion have always been in providing our advisors with whatever you need to achieve your dreams. And when you join us, that’s exactly what we’ll help you do.

Reach your goals with Success Your Way.

For our advisors and ourselves, meeting the status quo simply isn’t enough. That’s why we strive for excellence every day to give you exactly what you need to excel with our program, Success Your Way.™ Our new breed of independent firm encourages every advisor to call the shots and define your own brand of success. That way, together, we can develop the true independence, flexibility and support you need to successfully run, grow and protect your business. See for yourself how our new model of independent firm has been exceeding our advisors’ expectations in our chart below.

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Join us and you’ll join a legacy of impressive results

Our capital is 50% higher than the independent firm industry average.

100% of our staff is service trained.

We’re the only firm to offer Launch Your Way—a true turn-key transition process.

We’re a proud, five-time Broker-Dealer of the Year.

We have 75 service-standards to guarantee timeliness, accuracy and response.

With a 3:1 advisor to staff ratio, we’re consistently Top 8 in this category.

We are a 2-time winner of Wealth Management Innovator Awards.

Our successful advisors’ average production per rep is $350k.

In our annual advisor survey measuring competence, responsiveness and collaboration, our compliance department was rated good or excellent by 98.8% of our advisors.

We offer full access to our executive team 24/7.

For the last five years, our advisors have been in the top 10 nationwide for average production per rep.

Our home office staff and executive teams average 10+ and 25+ years of experience.