Dave Alison, CFP®, EA, BPC, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. As Co-President and Founding Partner of Prosperity Capital Advisors and C2P, he drives the vision of simplifying financial planning for 1 billion people worldwide. Dave helps advisers grow their businesses and serve ultra-high-net-worth clients with advanced planning support.
He is also the Founder and CEO of Alison Wealth Management, serving high-net-worth and ultra-high-net-worth clients nationwide.
Dave has consistently proven to be a wealth of knowledge and skill for his clients and other advisers throughout his career, earning recognition for his skill and dedication in the financial services industry.
His recent achievements include: 2025 winner of Advisor of the Year (Regional Southeast) – InvestmentNews; 2024 finalist for Advisor of the Year (Regional West) – InvestmentNews; 2024 winner for Thought Leader of the Year – WealthManagement.com “Wealthies” Awards; Top Advisor – InvestmentNews; and 2023 winner for Thought Leadership and Education award – ThinkAdvisor Luminaries.
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.
