Wealthspire Advisors Recognized on Inaugural Forbes/SHOOK Top RIA Firms Ranking

New York, November 3, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor headquartered in New York, NY, was named to the inaugural Forbes/Shook Top RIA Firms list of the top 100 firms in the nation.

The Forbes/Shook Top RIA list, a ranking of America’s Top RIA Firms developed by Shook research, represents firms with cumulative assets totaling $730 billion. It is based on both quantitative data and qualitative criteria, such as revenue trends, assets under management (data as of 12/31/2021), compliance records, industry experience, best practices, leadership, and approach to working with clients. Additional information about the ranking methodology is available on the Forbes website at forbes.com.

“Wealthspire Advisors is honored to be included on the first ever Forbes ranking of America’s Top RIA Firms,” said Mike LaMena, CEO of Wealthspire Advisors. “Our hardworking and passionate advisors are the reason that Wealthspire is continuously recognized as a premiere RIA. Their dedication to putting client aspirations first is a large part of what makes our firm best-in-class.”

There are no fees or other considerations required of advisors who apply for the Forbes/SHOOK Top RIA Firms ranking list. The full list and additional information about the ranking can be accessed here.

 

About Wealthspire Advisors

Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, 19 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

About NFP

NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).

Visit NFP.com to discover how NFP empowers clients to meet their goals.

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 Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Private Ocean, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.
Wealthspire’s ranking on the Forbes Top RIA Firms list, developed by SHOOK Research, is not intended to reflect an endorsement or approval of Wealthspire. The rating of Wealthspire may not be representative of any one client’s experience because the rating may not reflect any actual client experience. In addition, the rating is not indicative of Wealthspire’s future performance.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. © 2022 Wealthspire Advisors

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