Prospera Financial Services
Finance · Texas, United States · 201-500 Employees
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Overview
Headquarters
5429 Lyndon B Johnson Fwy Ste 750, Dalla...Phone Number
(800) 444-4428Website
www.prosperafinancial.comRevenue
$169.1 MillionIndustry
ZI Rank: 4
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
2
3
2
2
4
About Prospera Financial Services
Prospera Financial Services is an independent boutique broker-dealer headquartered in Dallas, Texas. Founded in 1982 by financial advisors, the firm is a member of FINRA and SIPC and operates as a registered investment advisory. Prospera supports independent financial advisors nationwide, providing the flexibility, resources, and personalized service typically associated with large national broker-dealers while maintaining the hands-on, advisor-centric culture of a boutique firm. The company maintains clearing relationships with First Clearing and RBC Clearing and Custody, and manages over $28 billion in total assets. Prospera has been recognized multiple times as Broker-Dealer of the Year by Investment Advisor Magazine and has received industry awards from WealthManagement.com for technology and transition support. The firm has grown through strategic acquisitions, including the 2025 acquisition of St. Louis-based Cutter and Company, and continues to expand its national advisor networRead more
Prospera Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Prospera Financial Servic...
$169.1M
201-500
Private
<$5M
1982
DS
David StringerVice Chairman and Co-CEO
Company Profile Activity
Activity Insights
Prospera Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Prospera Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prospera Financial Services.
Prospera Financial Services financials insights
Gather financial insights about Prospera Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Prospera Financial Services Tech Stack
A closer look at the technologies used by Prospera Financial Services
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Event
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Project
Accounting, Business Development, Customer Service
Promotion
Executive Move
New Hire
Executive Move
Executive Moves, New Hire
Prospera Financial Services News & Media
Prospera Financial Services Announces Successful Conclusion of Service Associate University 2026
Record engagement across three days of training, technology education and networking designed to fuel practice growth DALLAS, Feb. 26, 2026 /PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a wealth management firm supporting a nationwide network of independent financial...Prospera Financial Services Names Paul Keeton as Chief Investment Officer
DALLAS, Feb. 4, 2026 /PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent advisors, announced today that Paul Keeton has been promoted to Chief Investment Officer. In this role, he oversees and...Prospera Financial Services COO Tarah Williams Elected to FINRA Committee
Williams to Serve on South Region District 6 Committee DALLAS, Jan. 27, 2026 /PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent advisors, announced that its President and COO, Tarah Williams, has...Prospera Financial Services Welcomes Harm & Harm Financial Consulting Group with $250 Million in Total Client Assets to its Platform
Firm Represents First Team in Vermont, Expanding Prospera's New England Presence DALLAS, Jan. 7, 2026 /PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent advisors, today announced that Harm & Harm...
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Frequently Asked Questions Regarding Prospera Financial Services
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Prospera Financial Services is an independent boutique broker-dealer headquartered in Dallas, Texas. Founded in 1982 by financial advisors, the firm is a member of FINRA and SIPC and operates as a registered investment advisory. Prospera supports independent financial advisors nationwide, providing the flexibility, resources, and personalized servi... Read More
