In its 19th annual listing Accounting Today named Prosperity – An EisnerAmper Company one of its “Top Firms for Assets Under Management” in the 2025 Wealth Magnets ranking. The firm moved up from No. 27 to No. 20 this year.
“This has been a year of meaningful growth for Prosperity, and I’m deeply grateful to our clients for their continued trust and to our incredible team for their unwavering dedication,” said Michele Martin, President of Prosperity – An EisnerAmper Company. “Thank you to Accounting Today for recognizing our progress in this year’s Wealth Magnets ranking.”
The 150 top CPA financial planners in the country reported $311 billion in assets under management, up from last year's $295 billion, and 60 reported more than $1 billion in AUM, up from 53 in 2024. Prosperity currently has $3.5 billion AUM.
"The most common challenge that 2025's Wealth Magnets are puzzling over is how to handle being so good at what they do," commented Accounting Today Editor-in-Chief Daniel Hood. “Many of them are expanding rapidly. If they can solve the puzzles that come with new tech tools, they stand to revolutionize their practices.”
Note: Prosperity is listed as #20 on Accounting Today’s 2025 Wealth Magnets list. The Top 150 Firms by AUM ranking is compiled by Accounting Today using data submitted by firms or provided by Ideagen Audit Analytics. The ranking was awarded in June of 2025 based on AUM figures as of year-end 2024 or later. No compensation was provided directly or indirectly by Prosperity in connection with obtaining or using the third-party rating or award. Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity, an EisnerAmper Company. Prosperity, an EisnerAmper Company, is not affiliated with DAI Securities, LLC.
