Awards Disclosures

General Disclosure

*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Wealthspire did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Wealthspire by any of its clients. 

Awards, rankings, and other forms of recognition are not indicative of Wealthspire’s or its advisors’ future performance.

• Barron’s – Top 50/100 RIA Firms – Published September 12, 2025, based on data as of June 30, 2025. The ranking is based on assets, revenue, quality of practice, and other metrics. There was no charge to be included in this award listing. In 2019, 50 firms from throughout the United States were selected for this award. The award was expanded to feature 100 firms in 2020 using the same criteria.
• Centre for Fiduciary Excellence (CEFEX) Certification – Certified since 2012, assessment requires an annual audit by independent fiduciary experts to verify adherence to the fiduciary standard and conformity to high professional standards of conduct. The assessment is based on the international standard, ISO 19011, is evidence-based, and all work is reviewed by the CEFEX Registration Committee to ensure impartiality and consistency. Wealthspire Retirement, LLC is not affiliated with CEFEX, but does pay a fee to participate in the assessment process. Visit CEFEX for more information.
• Citywire – 50 Growers Across America – Published August 2025, based on 2024 performance data.
• Financial Advisor Magazine – Top Registered Investment Advisors & Fastest Growing RIAs – Published July 11, 2025, based on data from December 2023-December 2024.
• Forbes – America’s Top RIA Firms – Ranking published October 1, 2025, based on values as of March 31, 2025.
• Forbes – Best-In-State Advisors and Top Women Advisors – Advisors were selected by SHOOK research and chosen based on an algorithm of qualitative data and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Visit www.forbes.com for more information. There was no charge to be included in this award listing.
• InvestmentNews – Top Independent High-Net Worth Advisors – Published March 26, 2025, based on submissions between January 2024 and December 2024.
• InvestmentNews – 5-Star RIA Firms – Published September 10, 2025.
• NAPA Top Retirement Plan Advisors Under 40 – Published in November 2025.  List is based on nominations from NAPA RIA and Broker-Dealer firm partners, quantitative and qualitative responses to NAPA questions, and a review by panel of senior advisor industry experts. Visit NAPA for more information.
• NAPA Top Women of Excellence – Published in October 2025.  List is based on nominations, nominee responses to quantitative and qualitative questions relating to practice, experience, accomplishments contributions to the industry, and the state of workplace retirement plans, and a review by panel of judges. Visit NAPA for more information.
• Newsweek – America's Top Financial Advisory Firms 2026 – Published November 14, 2025, based on data as of September 2025.
• USA Today – Best Financial Advisory Firms – Published April 22, 2025, based on market research from Statista for 2023-2024.
• Worth – Top RIA Firms – Published March 3, 2025 based on data developed in collaboration with Institutional Shareholder Services (ISS) as of December 31, 2024.