Prosperity Capital AdvisorsFinancial advisor in Palo Alto, CA

Also ranked: #32 of 104 investment advisors in Palo Alto

Prosperity Capital Advisors is a financial advisor at 3000 El Camino Real Bldg 4 suite 200, Palo Alto, CA 94306, ranked #19 of 329 financial advisors in Palo Alto and rated 5.0 from 8 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Palo Alto, CAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (888) 617-3402 Website ↗

Key facts

Key facts about Prosperity Capital Advisors
Address	3000 El Camino Real Bldg 4 suite 200, Palo Alto, CA 94306Get directions
Phone	(888) 617-3402
Website	alisonwealth.com
Google rating	5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Investment Advisorsadditional Google category

Service area

Serves Palo Alto and 11 towns within 25 miles: Stanford, Los Altos, Menlo Park, East Palo Alto, Mountain View, North Fair Oaks, Sunnyvale, Redwood City, San Carlos, Cupertino and Newark.

Based in Palo Alto, CAView on map

Questions about Prosperity Capital Advisors

How is Prosperity Capital Advisors ranked in Palo Alto?

Prosperity Capital Advisors is ranked #19 of 329 financial advisors in Palo Alto by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Prosperity Capital Advisors serve?

Serves Palo Alto and 11 towns within 25 miles: Stanford, Los Altos, Menlo Park, East Palo Alto, Mountain View, North Fair Oaks, Sunnyvale, Redwood City, San Carlos, Cupertino and Newark. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Prosperity Capital Advisors?

Prosperity Capital Advisors has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Prosperity Capital Advisors?

Call Prosperity Capital Advisors on (888) 617-3402. The business is at 3000 El Camino Real Bldg 4 suite 200, Palo Alto, CA 94306. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Prosperity Capital Advisors compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Prosperity Capital Advisors (this business)	—	64	5.0 (8)	—	—
Fidelity Investments	#17	64	4.1 (18)	No	No	2.0 mi
Empowered Personal Finance	#18	64	4.8 (18)	No	No	6.6 mi
Alam One Stop Tax and Accounting Services	#20	64	4.7 (35)	Yes	Yes	11.5 mi

See all 329 ranked financial advisors in Palo Alto