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”, 2019-2022
FINANCIAL ADVISOR MAGAZINE
“Top Registered Investment Advisors”, 2019-2022
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
“Top Fee-Only RIAs”, 2022
WASHINGTONIAN MAGAZINE
“Top Financial Advisors”, 2019-2022
FORBES MAGAZINE
“Best-in-state Advisors” and “Top Women Advisors”, 2019-2022
MILWAUKEE BUSINESS JOURNAL
“Best Places to Work”, 2021-2022
BETHESDA MAGAZINE
“Top Places to Work”, 2021
EXPERTISE.COM
“Best Financial Advisors in Madison”, 2021
PUGET SOUND BUSINESS JOURNAL
“Washington’s Best Workplaces”, 2022
CITYWIRE
“50 Growers Across America”, 2022
NORTH BAY BUSINESS JOURNAL
“Best Places to Work”, 2022
