DakotaLogo2024
DakotaLogo2024
Book A Demo

FUNDRAISING NEWS | February 20, 2024

Prospera Financial Welcomes $650M California Firm

Tags:

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.

New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy