Wealthspire Advisors

Overview

Wealthspire Advisors is an independent registered investment adviser organized as a limited liability company and SEC-registered since 1995. The firm positions itself as a multi-service wealth manager and capital allocator serving individual and family clients as well as institutional investors. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as fixed and other fee structures. The firm is not described as an active ESG investor. Wealthspire has received recurring industry recognition, including placements on Barron's Top 100 RIA Firms (2021, 2022, 2024, 2025), Forbes Top RIA Firms (2022, 2024), Financial Times Top 300 RIA Firms (2020), FA Magazine Top RIA Firms (2020), Citywire's 50 Growers Across America (2022), and AdvisorHub's 50 RIA Firms to Watch (2026).

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Public Holdings

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Location & Offices