The accolades shown here are a testament to our commitment to clients and were awarded to Wealthspire Advisors® as well as preceding firms.
BARRON’S MAGAZINE
“Top 50/100 RIAs”, 2019-2021
FINANCIAL ADVISOR MAGAZINE
“Top Registered Investment Advisors”, 2019-2021
FINANCIAL TIMES MAGAZINE
“FT Top 300 RIAs”, 2016-2020
ADVISORY HQ
“Top 10 Financial Advisors in New York”, 2019, 2020
CRAIN’S NEW YORK
“Notable Women in Financial Advice”, 2020
FINANCIALPLANNING
“Top 150 Fee-Only RIAs in AUM”, 2021
INVESTMENT NEWS
“Best Places to Work for Financial Advisors”, 2017-2018
WASHINGTONIAN MAGAZINE
“Top Local Money Advisors”, 2019-2020
FORBES MAGAZINE
“Best-in-state Advisors” and “Top Women Advisors”, 2020
MILWAUKEE BUSINESS JOURNAL
“Best Places to Work”, 2021
BETHESDA MAGAZINE
“Top Places to Work”, 2021
EXPERTISE.COM
“Best Financial Advisors in Madison”, 2021
