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Prospera Financial Services

DALLAS, TX
CRD: 10740
In network coverage since August 19, 2026 · 3 stories
$14.4BRegulatory AUMSEC Form ADV · Oct 24
326EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
May 12, 25Deal announcedAbound Advisors · $300M
Network coverage
Moves

Ascentis adds four practices with $1B in client assets

All four keep Raymond James as primary custodian, and the week's three-firm total tops $1.5 billion.
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