Recognition
Wealth Management Accolades
The accolades shown here are a testament to our commitment to clients and were awarded to Wealthspire as well as preceding firms.
FORBES
"America’s Top RIA Firms”, 2022-2025
BARRON’S
“Top 50/100 RIA Firms”, 2019-2025
FINANCIAL ADVISOR MAGAZINE
“Top Registered Investment Advisors”, 2019-2025
WORTH
“Top RIA Firms”, 2025
FINANCIAL ADVISOR MAGAZINE
“Top 50 Fastest-Growing Firms”, 2023-2024
USA TODAY
“Best Financial Advisory Firms”, 2023-2025
INVESTMENTNEWS
“Top Independent High-Net Worth Advisors", 2025
CITYWIRE
“50 Growers Across America”, 2022-2023, 2025
INVESTMENTNEWS
“5-Star RIA Firms", 2025
NEWSWEEK
"America’s Top Financial Advisory Firms", 2025-2026
Retirement Advisory Accolades
NATIONAL ASSOCIATION OF PLAN ADVISORS
"Top Women of Excellence”, 2025
NATIONAL ASSOCIATION OF PLAN ADVISORS
“Top Retirement Plan Advisors Under 40”, 2025
CENTRE FOR FIDUCIARY EXCELLENCE
CEFEX Certified, since 2012
