THE PROSPERITY CONSULTING GROUP, LLC
Legal name: PROSPERITY - AN EISNERAMPER COMPANY
CRD #133777 SEC #801-96321 OWINGS MILLS, MD 410-363-7211
SEC Registered
Total AUM
$3.2B
Discretionary
$3.2B
Employees
66
Clients
--
Accounts
5,557
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.2B | $3.2B | $11.7M | 66 | 6 |
| Sep 2025 | $3.2B | $3.2B | $11.7M | 66 | 6 |
| May 2025 | $2.9B | $2.9B | $10.2M | 51 | 2 |
| Mar 2025 | $2.9B | $2.9B | $10.2M | 51 | 2 |
| Jan 2025 | $2.9B | $2.9B | $10.2M | 51 | 2 |
| Nov 2024 | $2.9B | $2.9B | $10.2M | 51 | 2 |
| Oct 2024 | $2.9B | $2.9B | $10.2M | 51 | 2 |
| Sep 2024 | $1.1B | $1.1B | $9.1K | 38 | 0 |
| Aug 2024 | $1.1B | $1.1B | $9.1K | 38 | 0 |
| Aug 2024 | $1.1B | $1.1B | $9.1K | 38 | 0 |
| Feb 2024 | $1.1B | $1.1B | $9.1K | 38 | 0 |
| Nov 2023 | $406.8M | $406.7M | $7.7K | 11 | 0 |
| Sep 2023 | $406.8M | $406.7M | $7.7K | 11 | 0 |
| Aug 2023 | $406.8M | $406.7M | $7.7K | 11 | 0 |
| Aug 2023 | $406.8M | $406.7M | $7.7K | 11 | 0 |
| Jun 2023 | $406.8M | $406.7M | $7.7K | 11 | 0 |
| Jun 2023 | $406.8M | $406.7M | $7.7K | 11 | 0 |
| Apr 2023 | $406.8M | $406.7M | $7.7K | 11 | 0 |
| Mar 2023 | $406.8M | $406.7M | $7.7K | 11 | 0 |
| Nov 2022 | $386.1M | $386.1M | $8.8K | 16 | 0 |
| Feb 2022 | $386.1M | $386.1M | $8.8K | 16 | 0 |
| Jan 2022 | $386.1M | $386.1M | $8.8K | 16 | 0 |
| Sep 2021 | $334.6M | $334.6M | $7.7K | 13 | 0 |
| Jun 2021 | $334.6M | $334.6M | $7.7K | 13 | 0 |
| Mar 2021 | $334.6M | $334.6M | $7.7K | 13 | 0 |
| Aug 2020 | $271.5M | $271.5M | $8.4K | 12 | 0 |
| Jun 2020 | $271.5M | $271.5M | $8.4K | 12 | 0 |
| Jun 2020 | $271.5M | $271.5M | $8.4K | 12 | 0 |
| Jun 2020 | $271.5M | $271.5M | $8.4K | 12 | 0 |
| Mar 2020 | $271.5M | $271.5M | $8.4K | 12 | 0 |
| Mar 2019 | $239.7M | $239.7M | $0 | 14 | 0 |
| Feb 2019 | $220M | $217.3M | $2.8M | 14 | 0 |
| Sep 2018 | $220M | $217.3M | $2.8M | 14 | 0 |
| Jul 2018 | $220M | $217.3M | $2.8M | 14 | 0 |
| Mar 2018 | $220M | $217.3M | $2.8M | 14 | 0 |
| Dec 2017 | $201.9M | $199.2M | $2.7M | 12 | 0 |
| Sep 2017 | $197M | $194.3M | $2.7M | 12 | 300 |
| Jul 2017 | $190.4M | $187.7M | $2.6M | 12 | 300 |
| Jun 2017 | $190.4M | $187.7M | $2.6M | 12 | 300 |
| Mar 2017 | $162.6M | $160.1M | $2.5M | 12 | 300 |
| Aug 2016 | $145.2M | $145.2M | $0 | 12 | 300 |
| Aug 2016 | $120.9M | $120.9M | $0 | 10 | 300 |
| Apr 2016 | $120.9M | $120.9M | $0 | 10 | 300 |
| Feb 2016 | $120.9M | $120.9M | $0 | 10 | 300 |
| Sep 2015 | $118.8M | $118.8M | $0 | 9 | 300 |
| May 2015 | $118.8M | $118.8M | $0 | 9 | 300 |
| May 2015 | $118.8M | $118.8M | $0 | 9 | 300 |
DateOct 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$11.7M
Employees66
Clients6
DateSep 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$11.7M
Employees66
Clients6
DateMay 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$10.2M
Employees51
Clients2
DateMar 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$10.2M
Employees51
Clients2
DateJan 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$10.2M
Employees51
Clients2
DateNov 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$10.2M
Employees51
Clients2
DateOct 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$10.2M
Employees51
Clients2
DateSep 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.1K
Employees38
Clients0
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.1K
Employees38
Clients0
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.1K
Employees38
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.1K
Employees38
Clients0
DateNov 2023
Total AUM$406.8M
Discretionary$406.7M
Non-Disc.$7.7K
Employees11
Clients0
DateSep 2023
Total AUM$406.8M
Discretionary$406.7M
Non-Disc.$7.7K
Employees11
Clients0
DateAug 2023
Total AUM$406.8M
Discretionary$406.7M
Non-Disc.$7.7K
Employees11
Clients0
DateAug 2023
Total AUM$406.8M
Discretionary$406.7M
Non-Disc.$7.7K
Employees11
Clients0
DateJun 2023
Total AUM$406.8M
Discretionary$406.7M
Non-Disc.$7.7K
Employees11
Clients0
DateJun 2023
Total AUM$406.8M
Discretionary$406.7M
Non-Disc.$7.7K
Employees11
Clients0
DateApr 2023
Total AUM$406.8M
Discretionary$406.7M
Non-Disc.$7.7K
Employees11
Clients0
DateMar 2023
Total AUM$406.8M
Discretionary$406.7M
Non-Disc.$7.7K
Employees11
Clients0
DateNov 2022
Total AUM$386.1M
Discretionary$386.1M
Non-Disc.$8.8K
Employees16
Clients0
DateFeb 2022
Total AUM$386.1M
Discretionary$386.1M
Non-Disc.$8.8K
Employees16
Clients0
DateJan 2022
Total AUM$386.1M
Discretionary$386.1M
Non-Disc.$8.8K
Employees16
Clients0
DateSep 2021
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$7.7K
Employees13
Clients0
DateJun 2021
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$7.7K
Employees13
Clients0
DateMar 2021
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$7.7K
Employees13
Clients0
DateAug 2020
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$8.4K
Employees12
Clients0
DateJun 2020
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$8.4K
Employees12
Clients0
DateJun 2020
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$8.4K
Employees12
Clients0
DateJun 2020
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$8.4K
Employees12
Clients0
DateMar 2020
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$8.4K
Employees12
Clients0
DateMar 2019
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees14
Clients0
DateFeb 2019
Total AUM$220M
Discretionary$217.3M
Non-Disc.$2.8M
Employees14
Clients0
DateSep 2018
Total AUM$220M
Discretionary$217.3M
Non-Disc.$2.8M
Employees14
Clients0
DateJul 2018
Total AUM$220M
Discretionary$217.3M
Non-Disc.$2.8M
Employees14
Clients0
DateMar 2018
Total AUM$220M
Discretionary$217.3M
Non-Disc.$2.8M
Employees14
Clients0
DateDec 2017
Total AUM$201.9M
Discretionary$199.2M
Non-Disc.$2.7M
Employees12
Clients0
DateSep 2017
Total AUM$197M
Discretionary$194.3M
Non-Disc.$2.7M
Employees12
Clients300
DateJul 2017
Total AUM$190.4M
Discretionary$187.7M
Non-Disc.$2.6M
Employees12
Clients300
DateJun 2017
Total AUM$190.4M
Discretionary$187.7M
Non-Disc.$2.6M
Employees12
Clients300
DateMar 2017
Total AUM$162.6M
Discretionary$160.1M
Non-Disc.$2.5M
Employees12
Clients300
DateAug 2016
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees12
Clients300
DateAug 2016
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees10
Clients300
DateApr 2016
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees10
Clients300
DateFeb 2016
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees10
Clients300
DateSep 2015
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees9
Clients300
DateMay 2015
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees9
Clients300
DateMay 2015
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees9
Clients300