Recognition marks second consecutive year honoring the firm’s people-first culture following brand evolution from C2P

Prosperity Capital Advisors (Prosperity), an SEC-registered investment advisor (RIA) dedicated to bringing comprehensive wealth management to American families nationwide, has been named one of InvestmentNews’ Best Places to Work for Financial Advisors in 2026. The recognition highlights Prosperity’s continued commitment to cultivating a flexible, people-first workplace as the firm enters a new phase of growth and national expansion.

This marks the second consecutive year the organization has earned the distinction. In 2025, the firm received the award under the name C2P reinforcing the continuity of its culture, leadership philosophy, and mission as it becomes one cohesive brand name under Prosperity Capital Advisors.

The annual InvestmentNews Best Places to Work honors firms across the financial services industry that demonstrate excellence in employee engagement, benefits, culture, and professional development. Strategic focus on evolving alongside the needs of its people while empowering advisors to deliver holistic, best-interest advice at scale is a hallmark of Prosperity’s values.

“Our growth has never been about growth for its own sake, it’s about building something sustainable, aligned, and worthy of the people who choose to be part of it,” said Jason L Smith, Chief Visionary, Executive Chairman & Founder of Prosperity Capital Advisors. “Being named a Best Place to Work for the second year in a row confirms that our culture has remained strong through change, and that we continue to prioritize flexibility, trust, and purpose as foundational elements of how we operate.”

Prosperity equips advisors with integrated planning solutions across financial planning, asset management, tax management, protection planning, and legacy planning. The firm’s culture emphasizes adaptability, collaboration, and work-life balance, values increasingly cited by advisors as essential to long-term success in a rapidly evolving industry.

InvestmentNews’ recognition reflects anonymous employee feedback across the industry, with respondents highlighting the importance of flexible work arrangements, evolving workplace policies, and leadership that recognizes the pace and demands of modern advisory businesses. Prosperity’s approach aligns with these priorities by supporting remote-friendly collaboration, scalable systems, and policies designed to help professionals thrive without burnout.

“At Prosperity, we believe better outcomes for clients start with a healthy, supported team,” said Stan Milovancev, CEO of Prosperity Capital Advisors. “When you invest in people and give them the tools, flexibility, and clarity to do their best work, you create an environment where advisors, team members, and families all win.”

About Prosperity Capital Advisors

Prosperity Capital Advisors (Prosperity) is a planning-first SEC-Registered Investment Adviser (RIA) dedicated to bringing comprehensive wealth management to American families nationwide. Prosperity delivers coordinated wealth management through five key pillars: financial planning, asset management, tax management, protection planning, and legacy planning. For more information, visit www.prosperitycapitaladvisors.com.

Methodology

To find and recognize the Best Places to Work, InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. Next, employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion. To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2026.

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