Prosperity Capital Advisors Honored as Finalist in Five Categories for 2025 Luminaries Awards
Prosperity Capital Advisors, a leading SEC-registered Investment Adviser based in Cleveland, has garnered significant recognition by being selected as a finalist in multiple categories for the 2025 ThinkAdvisor Luminaries Awards. This achievement highlights the firm’s commitment to transforming the wealth management landscape through innovative strategies and unwavering focus on client-centric services.
In its fifth year, the Luminaries Awards program is designed to celebrate outstanding firms and individuals within the financial services sector. It aims to illuminate those who are pushing the boundaries of traditional practices, fostering innovation, and enhancing education and leadership across the industry. Prosperity's focus on evolving wealth management from traditional transactional methods towards a comprehensive, holistic approach, has earned them multiple accolades this year.
Notable categories for which Prosperity has been nominated include:
In addition to firm awards, individual leaders within Prosperity have also received nominations:
Both Smith and Seitz expressed their gratitude for the recognition, emphasizing the hard work and dedication of their team in fostering an environment of education, innovation, and excellence. Their vision is to empower holistic wealth managers to ensure families can realize genuine prosperity through improved client results, which they believe is fundamental to their mission.
Smith stated, “Receiving recognition across numerous categories illustrates our team's relentless dedication to advancing advisor education and driving innovation.” He added that these nominations validate Prosperity's leadership and commitment to reshaping the future of wealth management approaches.
Similarly, Seitz remarked, “Our goal is to provide holistic support that drives better results for our clients. I’m extremely grateful to share this recognition with the dedicated members of our team, each contributing to Prosperity's ongoing excellence and dedication to outstanding client service.”
The momentum built by Prosperity has also led to significant growth. The firm’s in-house marketing agency, crafted from tested best practices, significantly bolstered business development activities, driving over $150 million into new assets last year alone. Their comprehensive model includes five essential pillars: financial planning, asset management, tax management, protection planning, and legacy planning, allowing them to deliver tailored investment solutions effectively.
The winners of the Luminaries Awards will be announced at the upcoming 5th Annual Luminaries Awards Gala, scheduled for December 4, 2025, in New York City. For further details regarding finalists and the awards process, check ThinkAdvisor’s dedicated Luminaries Awards page.
Prosperity Capital Advisors prides itself on simplifying complex financial matters for investors across the nation, dedicated to a holistic and client-centric approach to wealth management. To learn more about their services and philosophy, visit Prosperity Capital Advisors or contact them at (888) 240-0064.
In its fifth year, the Luminaries Awards program is designed to celebrate outstanding firms and individuals within the financial services sector. It aims to illuminate those who are pushing the boundaries of traditional practices, fostering innovation, and enhancing education and leadership across the industry. Prosperity's focus on evolving wealth management from traditional transactional methods towards a comprehensive, holistic approach, has earned them multiple accolades this year.
Notable categories for which Prosperity has been nominated include:
- - Firm Award - Thought Leadership: This recognition comes from the firm's remarkable response to The One Big Beautiful Bill Act, which featured the creation of a detailed 49-page guide, extensive training sessions, and client resources. These initiatives helped to simplify complex legislative details into actionable strategies for growth and differentiation for advisors.
- - Firm Award - Industry Disruption: This award acknowledges Prosperity's rapid implementation of an educational offering designed to help advisors navigate changes arising from legislative reforms. Their innovative approach during this time of disruption truly redefined professional responses in the financial advisory space.
- - Firm Award - Digital Marketing Campaigns: Prosperity’s marketing division, ‘The Agency’, which is tailored specifically for financial advisors, was recognized for its significant contributions to client acquisition, achieving a staggering 60% increase in Q1 2025. This success story exemplifies the firm’s prowess in leveraging marketing strategies to drive growth.
In addition to firm awards, individual leaders within Prosperity have also received nominations:
- - Individual Award - Thought Leader of the Year: Jason L. Smith, the firm’s founder and Co-CEO, was nominated for his influential book, The Rainmaker Multiplier, which is helping shape the way financial advisors build sustainable businesses.
- - Individual Award - CMO of the Year: Matt Seitz, the Chief Marketing Officer and Partner at Prosperity, was recognized for spearheading successful campaigns like the OBBB initiative and contributing to the launch of The Rainmaker Multiplier, resulting in increased engagement and accolades.
Both Smith and Seitz expressed their gratitude for the recognition, emphasizing the hard work and dedication of their team in fostering an environment of education, innovation, and excellence. Their vision is to empower holistic wealth managers to ensure families can realize genuine prosperity through improved client results, which they believe is fundamental to their mission.
Smith stated, “Receiving recognition across numerous categories illustrates our team's relentless dedication to advancing advisor education and driving innovation.” He added that these nominations validate Prosperity's leadership and commitment to reshaping the future of wealth management approaches.
Similarly, Seitz remarked, “Our goal is to provide holistic support that drives better results for our clients. I’m extremely grateful to share this recognition with the dedicated members of our team, each contributing to Prosperity's ongoing excellence and dedication to outstanding client service.”
The momentum built by Prosperity has also led to significant growth. The firm’s in-house marketing agency, crafted from tested best practices, significantly bolstered business development activities, driving over $150 million into new assets last year alone. Their comprehensive model includes five essential pillars: financial planning, asset management, tax management, protection planning, and legacy planning, allowing them to deliver tailored investment solutions effectively.
The winners of the Luminaries Awards will be announced at the upcoming 5th Annual Luminaries Awards Gala, scheduled for December 4, 2025, in New York City. For further details regarding finalists and the awards process, check ThinkAdvisor’s dedicated Luminaries Awards page.
Prosperity Capital Advisors prides itself on simplifying complex financial matters for investors across the nation, dedicated to a holistic and client-centric approach to wealth management. To learn more about their services and philosophy, visit Prosperity Capital Advisors or contact them at (888) 240-0064.
Topics Financial Services & Investing）
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