Prospera Financial Services, a boutique wealth management firm, has broadened its network through the inclusion of Painter, Smith & Amberg, Inc. The team is led by advisors Charles Painter, David Smith, Jeffrey Amberg, and Kallie Rawson. This Redlands, California-based firm manages $650 million in assets under management.
Painter, Smith & Amberg, Inc. was established in 1982 and provides sophisticated investment services that combine the advantages of large firms with the personalized touch of an independent practice. The firm prides itself on over 40 years of exceptional client service, grounded in experience, integrity, and commitment.
The team's four advisors bring over a century of combined experience in wealth management, 401k services, and investment opportunities. Painter emphasized the shared values between the two firms, particularly noting Prospera's familial culture, strong leadership, and commitment to integrity. Prospera is known for its flexible and resourceful approach, maintaining a high rep-to-home office ratio for personalized support.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
Capital Group, KKR Collab on New Retail PE Fund, and more…
July 31, 2025
Dakota Marketplace Announces Strategic Partnership with Backstop Solutions to Bring Proprietary Investment Data into Backstop’s Industry-Leading CRM Platform
July 29, 2025
Blackstone Defies Fundraising Drag, Ramps Up Strategy Rollouts, and more...
July 28, 2025
17Capital Locks in Record $5.5B for NAV Finance Fund, and more…
July 24, 2025
Healthcare Deal Flow Holds Strong in June — Dakota Releases New Monthly Healthcare Transactions Report
July 22, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy