About Wealthspire Advisors

Built Around the Aspirations of our Clients

When two like-minded firms joined forces earlier this year, we immediately began exploring our commonalities. What became immediately clear? We are all driven to make a difference in the lives of our clients.

Our Story

Wealthspire Advisors is a new 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.

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At a Glance

$10B

Assets Under Management
(as of 9/30/19)

1995

Year founded

125+

Professionals

$10B

Assets Under Management
(as of 9/30/19)

1995

Year founded

125+

Professionals

OUR TEAM

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

RECOGNITION

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

FOR ADVISORS

We welcome new advisors and advisor teams.

Start the conversation

Reach out today to find out how we can help you.

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