Prosperity Capital Advisors Also Recognized as One of the Largest Wealth Management Firms in Northeast Ohio by Crain’s Cleveland Business
CLEVELAND, OH – May 20, 2025 — C2P, a financial planning and advisor support organization committed to providing holistic, fiduciary-based advice, has been named one of InvestmentNews’ 2025 Best Places to Work for Financial Advisors. This national recognition honors companies across the financial services industry that go above and beyond in fostering a strong workplace culture and delivering meaningful career experiences.
The award reflects C2P’s deep commitment to its core purpose: to educate, train, grow, and support holistic financial advisors so that families can achieve true prosperity. This mission is the driving force behind every process, program, and partnership within the organization.
“Our team is honored to be included among the best in the industry,” said Jason L Smith, Founder and CEO of C2P.“ This recognition means we’ve succeeded in creating the environment we’ve worked hard to cultivate—one where collaboration, innovation, and service to others, are at the heart of everything we do.”
C2P supports financial advisors through a comprehensive ecosystem that includes hands-on training, process-driven planning tools, marketing resources, and business development coaching. A central pillar of this ecosystem is Prosperity Capital Advisors (PCA), C2P’s SEC-Registered Investment Adviser (RIA). PCA offers planning-first, fee-based solutions and turnkey asset management support to independent advisors across the country, helping them integrate holistic financial strategies into their practices.
Further reinforcing the organization’s leadership in the industry, PCA was recently recognized by Crain’s Cleveland Business as one of the Largest Wealth Management Firms in Northeast Ohio. This separate distinction highlights the reach and impact of the organization’s RIA platform and its role in helping advisors grow successful, client-centric practices.
The culture at C2P and PCA is shaped by a belief in doing business the right way—placing the client’s best interest first while creating scalable systems that allow advisors to grow sustainably and serve with confidence.
“Being named one of the best places to work is no small feat to us. It proves that investing in our people is key to creating a setting where financial professionals can thrive personally and professionally,” said Matt Seitz, Chief Marketing Officer.
About C2P
C2P is an RIA-grounded organization comprised of several platforms, each designed to simplify holistic financial planning for advisors and the clients they serve. Driven to provide products and solutions in the best interest of every client, C2P offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help advisors accomplish their goals. C2P is committed to upholding fiduciary best practices and raising industry standards by offering a higher quality of financial planning services to families worldwide. For more information, visit www.C2PEnterprises.com.
About Prosperity Capital Advisors
Prosperity Capital Advisors (PCA) is a planning-first, SEC-registered investment adviser (RIA) dedicated to simplifying complex challenges for investors nationwide. Their offerings are centered around the five pillars of holistic wealth management—financial planning, asset management, tax management, protection planning, and legacy planning. PCA is committed to strategically aligning each pillar into one comprehensive, well-coordinated plan. Backed by a team of skilled professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, as well as tax and insurance specialists, PCA offers personalized support and expertise through affiliated fiduciary advisors. For more information, visit www.Prosperitycapitaladvisors.com.
Methodology
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.
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 several 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 2025.
To be considered for Crain’s Cleveland’s annual list of the largest wealth management firms in Northeast Ohio, firms were compared using firms’ year-end assets under management (AUM) based on data provided in applications completed by the practices.