Wealthspire is an integrated platform that brings together multiple businesses across wealth management, retirement advisory, endowment and foundation advisory, and business management. Learn more here or visit our subsidiaries’ websites:
CLIENT EXPERIENCE
We really get to know you
Each relationship revolves around a comprehensive plan built on a thorough understanding of your goals. Our advisors are supported by an internal team of experts dedicated to identifying the best possible investment solutions for clients.
You don’t have to travel the financial road solo
Your aspirations are our inspiration. No matter where you are on life’s path, we have a team of advisors to meet you.
Our Firm at a Glance*
$580B+
ASSETS UNDER MANAGEMENT OR ADVISEMENT
1995
YEAR FOUNDED
1,200+
PROFESSIONALS
*Reflects combined data as of 6/30/2025 for Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, Newport Private Wealth Inc., and affiliates.
