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”, 2019-2021

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

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