How many financial advisors are in Prosper, Texas?

Falists lists 6 registered investment advisers with a principal office or filing address in Prosper, Texas, based on public SEC IAPD data.

How do financial advisors in Prosper charge fees?

Fee structures vary by firm. In Prosper, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Prosper?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Texas · 6 advisers

Financial Advisors in Prosper, Texas

Looking for a financial advisor in Prosper, Texas? Falists indexes 6 SEC-registered and state-registered investment advisers in Prosper — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $446.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$446.5M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth4 Planning4 Trusts4 Retirement3 Institutional2

Top advisors in Prosper

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

UNITED ADVISORS AMERICA

Prosper, TX

AUM

$446.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

24 advisors

Clients

Fees

Percentage of AUM

877-443-0610

Full profile Visit site →

WISDOM INDEX ADVISORS

Prosper, TX

AUM

$221.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

972-931-0063

Full profile Visit site →

CLEAR SKY FINANCIAL, LP

Prosper, TX

AUM

$140.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

214-440-3615

Full profile Visit site →

CPR FINANCIAL & INSURANCE SERVICES, INC.

Prosper, TX

AUM

$89.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

877-431-6997

Full profile Visit site →

GENESIS TECH FUND MANAGER, LLC

Prosper, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

469-929-9538

Full profileNo website

RLT CAPITAL LLC

Prosper, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

214-335-9544

Full profileNo website

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)

Common questions

How many financial advisors are in Prosper, Texas?: 6 registered investment advisers are listed in our Prosper directory, sourced from public SEC filings.
What types of advisors are in Prosper?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Prosper?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.