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 50/100RIAs 2019-2023 – Published in September of each awarded year, based on data as of 6/30 each awarded year. The most recent award was published in September 2023 based on data as of June 30, 2023.
  • Bethesda Magazine – Top Places to Work 2023 Published August 28, 2023, based on data as of December 31, 2022.
  • Bethesda Magazine – Top Financial Professionals 2022 – Published on October 25, 2022.
  • Citywire – 50 Growers Across America 2022-2023 – 50 Growers Across America 2023: Ranking published August 16, 2023, based on 2022 performance data. 50 Growers Across America 2022: Ranking published August 2022, based on 2021 data.
  • Financial Advisor Magazine – Top Registered Investment Advisors – Published June 14, 2023, based on data from December 2021-December 2022.
  • Forbes – America’s Top RIA Firms 2022-2023 Ranking published October 2023, based on values as of March 31, 2023.
  • Forbes – Best-In-State Wealth Advisors Published April 3, 2024 based on 2023 data.
  • Forbes – Top Women Advisors – Best-in-State Published February 8, 2024 based on 2023 data.
  • Milwaukee Business Journal – Best Places to Work Published June 21, 2022.
  • North Bay Business Journal – Best Places to Work Published August 9, 2022.
  • San Francisco Business Times – Top 100 Corporate Philanthropists in the Bay Area Published July 28, 2023, as ranked by 2022 cash contributions to Bay Area charities.
  • San Francisco Business Times – Best Places to Work Published February 9, 2024, based on an employee survey administered by Quantum Workplace with the survey being open from July 2023 through October 2023. Each company also paid a non-refundable $250 nomination fee.
  • USA Today – Best Financial Advisory Firms 2023-2024 – Published April 25, 2023, based on market research from Statista for 2021-2022.
  • Washingtonian – Washington, DC’s Best Financial Advisers – Published January 15, 2024, based on 2022-2023 feedback.

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