Recognition

Wealth Management Accolades

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”, 2019-2022

FORBES MAGAZINE

America’s Top RIA Firms“, 2022

citywire

CITYWIRE

“50 Growers Across America”, 2022

FINANCIALPLANNING

“Top 150 Fee-Only RIAs in AUM”, 2021

WASHINGTONIAN MAGAZINE

“Top Financial Advisors”, 2019-2022

FORBES MAGAZINE

“Best-in-state Advisors” and “Top Women Advisors”, 2020-2022

ADVISORY HQ

“Top 10 Financial Advisors in New York”, 2019-2020

CRAIN’S NEW YORK

“Notable Women in Financial Advice”, 2020

BETHESDA MAGAZINE

“Top Places to Work”, 2021

MILWAUKEE BUSINESS JOURNAL

“Best Places to Work”, 2021-2022

EXPERTISE.COM

“Best Financial Advisors in Madison”, 2021

PUGET SOUND BUSINESS JOURNAL

“Washington’s Best Workplaces”, 2022

NORTH BAY BUSINESS JOURNAL

“Best Places to Work”, 2022

BETHESDA MAGAZINE

“Top Financial Professionals”, 2022

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