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Head of M&A Hoyt Stastney quoted in FinancialPlanning piece about the new Fidelity M&A valuation report

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Wealthspire Advisors featured on CityWireUSA as one of the biggest RIA deals of 2019

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Wealthspire Advisors included on WealthManagement.com’s 2019 list of Top RIA M&A deals

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Anora Gaudiano discusses the SPY ETF with MarketWatch

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Wealthspire Advisors’ Rockville Office Moves to Park Potomac

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Washingtonian Award

Wealthspire Advisors’ Ashley Iddings and Grant Ruder Named Top Financial Advisers by Washingtonian Magazine

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Senior Advisor Associate Anora Gaudiano quoted in MarketWatch article

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Wealthspire Advisors Launches Digital Wealth Management Solution, Wealthspire Pathways

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Wealthspire Advisors featured in CitywireUSA for partnership with Align Impact

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Align Impact

Wealthspire Advisors Engages Align Impact to Enhance its Impact Investing Offerings

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Wealthspire Advisors Featured on FinancialAdvisor IQ

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Wealthspire Brand Launch Featured on ThinkAdvisor

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Wealthspire Advisors Featured on CityWire USA

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Sontag Advisory and Bronfman Rothschild Combine to Launch Wealthspire Advisors

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Barron’s Names Wealthspire Advisors to 2019’s List of Nation’s Top RIA Firms

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CCO and Head of M&A Hoyt Stastney discusses FOMO in the M&A Market With FinancialPlanning

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Wealthspire Advisors Predecessor Bronfman Rothschild Welcomes John Montgomery to the Team

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Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey

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