Prosperity – an EisnerAmper Company

Prosperity – an EisnerAmper Company

Prosperity functions as the wealth management arm of EisnerAmper, a national accounting and advisory firm headquartered in New York. The group emerged from EisnerAmper's long-standing private-client tax practice, formalizing investment advisory as a distinct line of business while retaining deep integration with the firm's estate, trust, and business-management groups. This structure anchors Prosperity inside a partnership of over 400 principals serving corporations, high-net-worth families, and family offices. Prosperity's model spans investment advisory, retirement plan consulting, and multi-generational wealth planning. The team constructs portfolios drawing on equities, fixed income, and alternative investments, typically accessed through fund structures and separate accounts. Equity exposure leans toward large-cap domestic and international developed markets. Fixed-income allocations include municipal, corporate, and government securities. Alternative sleeves cover private equity, private credit, and hedge fund strategies, often through third-party manager relationships rather than direct co-investments. The practice operates nationally, with advisory professionals embedded in EisnerAmper offices across New York, New Jersey, California, and Texas. The group works alongside EisnerAmper's tax and assurance teams, giving advisors visibility into clients' full balance sheets — a configuration that blurs the line between wealth management and integrated family-office services. While publicly available headcount and AUM figures for Prosperity specifically are not broken out, EisnerAmper's overall advisory business spans over 200 partners firmwide. The firm holds a second headquarters in Iselin, New Jersey, and maintains major offices in San Francisco, Dallas, and Philadelphia. No separately branded philanthropic vehicle or club-deal network has been publicly associated with Prosperity. What structurally differentiates Prosperity is its accounting-firm parentage. Most RIAs rely on external CPAs and attorneys for estate and tax coordination, introducing friction and multiple points of contact. Prosperity sits inside the same partnership that prepares the client's returns, audits their operating business, and advises on multistate tax exposure — allowing investment decisions to be modeled against real-time tax and liquidity realities without leaving the organizational boundary.