Michael LaMena: How Wealthspire Plans to Keep Its Hot Growth Sizzling

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Wealthspire Advisors has doubled in size, to $20 billion, since its founding three years ago, and the law of large numbers dictates that repeating this feat will be difficult. But it certainly bodes well that the acquisition-minded RIA business is backed by NFP, an insurance and consulting firm with $1.9 billion of annual revenue.

“I look at what we were able to do the past three years in doubling the size of the business,” says Michael LaMena, CEO of New York-based Wealthspire. “If we could do that again in the next three...

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