Data / Investment advisers / Maryland / Prosperity, an Eisneramper Company
Prosperity, an Eisneramper Company, Owings Mills, MD: $5 billion AUM, SEC registered investment adviser
Prosperity, an Eisneramper Company is an SEC registered investment adviser with its main office in Owings Mills, Maryland and reports $5 billion in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 133777
- SEC file number
- 801-96321
- SEC status
- Approved, effective May 18, 2015
- Legal name
- The Prosperity Consulting Group, LLC
- Main office
- 10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117
- Phone
- (410) 363-7211
- Website
- prosperityconsult.com
- Regulatory AUM
- $5,038,680,517 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $5,029,899,584
- Non discretionary AUM
- $8,780,933
- Accounts
- 7,473
- Employees
- 82, of which 60 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 14
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 995 | $4.23 billion |
| Individuals (other than high net worth individuals) | 1,374 | $741.4 million |
| Corporations or other businesses | 19 | $34.9 million |
| Charitable organizations | 14 | $24.8 million |
| Pension and profit sharing plans | 10 | $6.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $5.04 billion | August 28, 2026 |
| December 1, 2025 | $3.20 billion | October 15, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Greenspring Advisors, LLC | Towson | $6.46 billion | Not listed | adviserinfo.sec.gov |
| T. Rowe Price Advisory Services, Inc. | Owings Mills | $5.90 billion | Not listed | adviserinfo.sec.gov |
| Profund Advisors LLC | Bethesda | $5.20 billion | Not listed | adviserinfo.sec.gov |
| Asset Strategy Consultants LLC | Hunt Valley | $5.16 billion | Not listed | adviserinfo.sec.gov |
| Pennington Partners & Co., LLC | Bethesda | $5.09 billion | 10 | adviserinfo.sec.gov |
| Impactassets Capital Partners PB LLC | Bethesda | $4.95 billion | 1 | adviserinfo.sec.gov |
| G10 LLC | Hunt Valley | $4.91 billion | 16 | adviserinfo.sec.gov |
| Heritage Investors Management Corp | Bethesda | $4.63 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Prosperity, an Eisneramper Company on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.