Wealthspire Advisors (“Wealthspire”), an NFP company and independent registered investment advisor (RIA) firm with $28.98 billion1 in assets under management (AUM), is pleased to share that Frank Marzano, CFP®, CPA, managing director, was inducted into the 2024 Barron’s Advisor Hall of Fame. This achievement is only bestowed once every two years to advisors who have graced the esteemed financial publication’s annual Top 100 Advisor ranking for at least 10 years. Marzano was among ten advisors inducted this year.
“It’s truly an honor to be inducted into the Barron’s Advisor Hall of Fame,” he said. “It’s been so gratifying to work with our clients to help them realize their life goals. I would like to recognize all the advisors and extended team who have worked with me throughout my career to-date — your dedication to superior client service has been steadfast and is the cornerstone of our collective success.”
Congratulating Marzano, Mike LaMena, chief executive officer of Wealthspire Advisors said, “For more than 25 years, Frank has developed deep relationships with families and individuals to help them understand the complexities and opportunities that come with their wealth. He’s passionate about guiding clients through their life and financial journeys while maintaining a collaborative environment within his team to deliver comprehensive services.” LaMena added, “Frank is always encouraging those around him to pursue their passions and live a life of fulfillment. He embodies Wealthspire’s mission, and we’re extremely proud of Frank’s accomplishments.”
Frank is dedicated to giving back to his community through organizations like Impact Through Golf — the American Express Professional Golf Association (PGA) tournament which he chairs. He’s also involved in several other charitable organizations and foundations.
In addition to induction into the Barron’s Advisor Hall of Fame and the requisite ten Barron’s Top 100 Independent Advisors rankings, Marzano has received recognitions including:
- Forbes/Shook Top RIA
- Barron’s Top 1,200 Financial Advisors
- Forbes Best-in-State Wealth Advisors
About Wealthspire Advisors
Wealthspire Advisors is a national registered investment advisor with $28.98 billion1 in assets under management (AUM), 24 offices across the U.S. and more than 120 advisors. In 2024, the firm was recognized as a top RIA firm by Barron’s and Financial Advisor Magazine.2 Offering financial planning, investment management, family office, and outsourced chief investment officer (OCIO) services, Wealthspire Advisors brings together experts in various aspects of wealth management to serve its clients. For more information, please visit www.wealthspire.com.
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1 Reflects combined AUM as of 9/30/2024 for Wealthspire Advisors LLC and its subsidiaries.
2 Barron’s Magazine – Top 100 RIA Firms – 2024 – Published in September 2024, based on data as of 6/30/2024. Financial Advisor Magazine – Top Registered Investment Advisors – 2024 – Published July 12, 2024, based on data from December 2022-December 2023. For a full list of awards disclosures, please visit our website at https://www.wealthspire.com/privacy-policy/awards-disclosures/.
Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp., an Aon company.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
