About Wealthspire

Built Around the Aspirations of our Clients

As our preceding firms joined forces over the years, we always came back to one commonality – we are all driven to make a difference in the lives of our clients.

Our Story

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving for the complexities of our clients’ financial lives.

Our Firm at a Glance


Assets Under Management
(as of 3/31/23)


Year Founded



A Deeper Dive into Wealthspire

Our Team

Learn more about our advisors and the team that supports them.


Accolades we receive are a testament to our dedicated team and principled approach.

For Advisors

We welcome new advisors and advisor teams.

Get the latest news & resources from Wealthspire.