Wealthspire Advisors

RIASEC RegisteredEst. 1995

Total AUM

$34.3B

Discretionary

$33B

96% of AUM

Avg account

$3.4M

Accounts

9,973

Employees

397

Advisory reps

244

Firm details

Headquarters: New York, New York
CRD number: 106181
Registered since: June 16, 1995
Website: www.wealthspire.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI91.98%
Individuals4.75%
Charitable Organizations1.8%
Corporations / Businesses0.85%
Pension & Profit Sharing Plans0.51%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

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).