Top 3 financial advisor firms in Prosper

3 SEC-registered financial advisor firms are headquartered in Prosper, TX, with $808M in combined regulatory assets under management. The largest by assets are United Advisors America ($447M), Wisdom Index Advisors ($221M) and Clear Sky Financial ($141M).

3
Financial advisor firms: $808M
Their combined AUM: $221M
Median firm AUM: 3,132
Clients of the top 3

The 3 largest by assets

1
United Advisors America
RIA
$447M
Regulatory AUM
2
Wisdom Index Advisors
RIA
$221M
0.50% to 1.00% a year
3
Clear Sky Financial
RIA
$141M
Up to 2.00% a year

Profiles of the top 3

No. 1 · RIA

United Advisors America

United Advisors America is an investment adviser based in Prosper, TX, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $447 million, as filed on 13 August 2026.

Regulatory AUM: $447M
Clients: 2,809
Advisory staff: 24
Custodians: Charles Schwab
Headquarters: 290 S Preston Road, Suite 220, Prosper, TX 75078
Phone: 877-443-0610
Website: unitedadvisors.com

No. 2 · RIA

Wisdom Index Advisors

Wisdom Index Advisors is an investment adviser based in Prosper, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $221 million, as filed on 8 July 2026.

Wisdom Index Advisors charges 0.50%–1.00% a year for its Wealth Management Fees.

Regulatory AUM: $221M
Clients: 197
Advisory staff: 1
Founded: 2004
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Axos Clearing
Headquarters: 102 S. Main Street, Prosper, TX 75078
Phone: 972-931-0063
Website: wisdomindex.com

No. 3 · RIA

Clear Sky Financial

Clear Sky Financial is an investment adviser based in Prosper, TX, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $141 million, as filed on 30 March 2026.

Clear Sky Financial charges up to 2.00% a year for its Investment Management.

Regulatory AUM: $141M
Clients: 126
Advisory staff: 3
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 130 N. Preston Road, Suite 344, Prosper, TX 75078
Phone: 214-440-3615
Website: csfplan.com

Questions about financial advisors in Prosper

How many financial advisor firms are headquartered in Prosper?

3 SEC-registered financial advisor firms report their principal office in Prosper, TX, managing $808M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Prosper?

United Advisors America, with $447M in regulatory assets under management on its latest Form ADV. The next largest are Wisdom Index Advisors ($221M) and Clear Sky Financial ($141M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Prosper?

The median firm manages $221M in regulatory assets. That is the midpoint of the 3 firms headquartered in Prosper.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Prosper?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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