The Best of Both Worlds

At Alison Wealth Management, we deliver something unique: the personal attention of a boutique firm combined with the sophisticated capabilities typically reserved for ultra-high-net-worth family offices.

A Vision of Excellence

Dave Alison, CFP®, EA, BPC, founded Alison Wealth Management with a clear vision: to provide truly comprehensive wealth management to successful individuals and families. As Founding Partner and President of Prosperity Capital Advisors, a $4.3 billion SEC-registered investment advisor, he's uniquely positioned to deliver on this vision.

PCA is a Registered Investment Adviser (RIA) that provides investment advisory services through its network of Investment Adviser Representatives (IARs). While PCA serves as the RIA responsible for regulatory oversight and fiduciary compliance, IARs, like Dave, work directly with clients to provide personalized financial advice and portfolio management, always acting in the client's best interest.

Best Financial Advisory Firms 2023: FA’s RIA survey is a ranking based on assets under management of independent RIA firms that file their own ADV with the SEC at year end. There is no application fee to participate. For more information, visit www.fa-mag.com.

5o Fastest Growing RIA's: FA‘s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA‘s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA‘s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $1 billion will be included in FA‘s expanded 2024 online RIA survey.