Preserve Your Legacy Build for the Future

Wealthspire is a modern wealth management platform designed for advisors and advisory teams who aim to operate at the highest level of their profession. We offer the resources, infrastructure, and culture to help you make a bigger impact.

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Founded by Founders

Wealthspire was built by entrepreneurs and advisors who understand what it takes to build and grow an advisory business. That perspective continues to shape how we partner with firms today.

We offer meaningful scale capabilities while empowering advisors to preserve the relationships, judgment, and personal service that made their businesses successful in the first place.

Our platform is designed to meet you where you are and help you get where you want to go.

More Than Access. Expertise.

Many firms talk about providing access to resources. At Wealthspire, we believe the difference is having deep expertise within the organization and putting it to work for you and your clients.

That means helping take operational complexity off your plate. Providing capital and resources to support growth. Expanding the capabilities you can bring to clients. Creating opportunities for your people. And giving you the ability to remain focused on the work where you add the greatest value.

Your clients can continue to rely on the advisor relationship they know and trust, now supported by the capabilities of a much larger organization.

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You've already built something great. Together, we can expand what is possible.

Built on Credentialed Expertise

We invest directly in advisor credentialing, funding exam fees, study materials, and prep courses for designations including  CFP®, CFA, CPA, CIMA®, and CPWA. We also build protected study hours into the work week and factor designations into promotion criteria.

*as of December 31, 2025

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advisors across the firm
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designations held
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of advisors hold a designation
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CFP® professionals
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CFA, CPA, JD, MBA credentials

Let’s Talk About Your Future

Whether you're exploring a new role or a firm-wide partnership, let's start with a conversation.

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Frequently Asked Questions

We partner with RIAs and advisory teams of varying sizes who share our focus on long-term client relationships and thoughtful, personalized planning.
While you will operate under the Wealthspire brand, what's at the heart of your firm, including your team and the client relationships you've built, will remain the same, all while gaining significant resources and operational infrastructure.
Advisors and teams who join through our fully integrated model have the opportunity to build an ownership stake as part of that partnership. Talk to our team about what that looks like for your situation.
Visit our Careers page for current openings, or reach out directly to learn more.