Prosperity Named to List of Top CPA Firms with Assets Under Management

Prosperity, an EisnerAmper Company, was named by Accounting Today as a “Top Firm for Assets Under Management” ("AUM"). 

In its 19th annual listing, the 150 top CPA financial planners in the country reported $311 billion in assets under management, up from last year's $295 billion, and 60 reported more than $1 billion in AUM, up from 53 in 2024. Prosperity currently has $3.5 billion AUM. 

Prosperity specializes in holistic wealth management, addressing areas critical to financial success: financial planning and investment management, retirement design, estate planning, tax strategy, business planning, and more. It provides innovative, independent advice to successful individuals, families with multigenerational wealth, and closely held business owners.   

“It really is the dedication of our team who truly listens to our clients to provide objective advice and personalized service that has landed us on this prestigious list,” said Michele Martin, Prosperity President. “Thank you to Accounting Today for acknowledging those efforts.” 

"The most common challenge that 2025's Wealth Magnets are puzzling over is how to handle being so good at what they do," commented Accounting Today Editor-in-Chief Daniel Hood. “Many of them are expanding rapidly. If they can solve the puzzles that come with new tech tools, they stand to revolutionize their practices.” 

Note: Prosperity is listed as #20 on Accounting Today’s 2025 Wealth Magnets list. The Top 150 Firms by AUM ranking is compiled by Accounting Today using data submitted by firms or provided by Ideagen Audit Analytics. The ranking was awarded in June of 2025 based on AUM figures as of year-end 2024 or later. No compensation was provided directly or indirectly by Prosperity in connection with obtaining or using the third-party rating or award. Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity, an EisnerAmper Company. Prosperity, an EisnerAmper Company, is not affiliated with DAI Securities, LLC.