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Awards Archives | Wealthspire Advisors

potomac office

Wealthspire Advisors’ Rockville Office Moves to Park Potomac

In the News
Potomac, MD, December 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today that the company’s Rockville office is moving to a new location down the road at Park Potomac. The full street address of the new space is 12435 Park Potomac Avenue, Suite 500, Potomac, Maryland 20854. “Wealthspire’s team continues to grow and we are excited to be located in the Park Potomac development with all the amenities it offers,” said Michele Walthert, Senior Vice President and co-head of the Potomac office. “The space is well suited for our collaborative culture and will help us…
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Washingtonian Award

Wealthspire Advisors’ Ashley Iddings and Grant Ruder Named Top Financial Advisers by Washingtonian Magazine

In the News
New York, December 11, 2019 – Wealthspire Advisors, an independent investment advisor, announced today that Ashley Iddings, Managing Director, and Grant Ruder, Senior Vice President, have been named top financial advisors in the DC Metro area by Washingtonian Magazine in the December 2019 issue. The “Best Financial Advisers” list recognizes the top financial advisors in the DC Metro area. Hundreds of local financial experts are surveyed for recommendations followed by extensive research to determine the top advisors. Only nominees with the strongest recommendations are named top financial advisors. Ashley E. Iddings, CIMA®, CPWA® is a Managing Director and co-head of…
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Barron’s Names Wealthspire Advisors to 2019’s List of Nation’s Top RIA Firms

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New York, NY, September 24, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that they have been named one of Barron’s 2019 Top 50 RIA Firms. Debuting its Top 50 RIA Firms list three years ago, Barron’s issues this ranking in recognition of the top RIA firms across the country that have grown both organically and through mergers and acquisitions. Barron’s has also expanded the list to include 50 firms this year, a reflection of the industry’s growth and rising standards. “We are honored to be included in Barron’s list this year among…
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Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey

In the News
New York, NY, July 23, 2019 – Sontag Advisory, a leading financial planning and investment advisory firm, announced that it was ranked #53 in Financial Advisor Magazine’s 2019 RIA Ranking. The annual report ranks registered investment advisors (RIAs) based on percentage of growth in assets under management (AUM) from the previous calendar year. It is the premier industry ranking for independent RIA growth. To be eligible, advisory firms must be registered as RIAs, file their own Form ADV statement with the SEC, and provide financial planning and related services to clients. All firms must either be independently owned or a…
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Wealthspire Predecessor Bronfman Rothschild named a 2019 “Best Places to Work for Financial Advisers” by InvestmentNews

In the News
Rockville, MD, April 1, 2019 — InvestmentNews today announced that Bronfman Rothschild has been selected as a 2019 “Best Place to Work for Financial Advisers” based on employer and employee surveys delving into everything from company culture and benefits to career paths and more. “We strive to cultivate a collaborative, dynamic culture that empowers our talented team to both grow professionally and serve their clients,” said Mike LaMena, President and Chief Operating Officer. “We’re honored to be recognized by InvestmentNews and view this as a testament to the work our entire team is doing, and a validation of our position as…
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Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List for Third Year

In the News
Rockville, MD, June 28, 2018 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it was named to the 2018 Financial Times Top 300 Registered Investment Advisor list. This was the firm’s third inclusion on this prestigious list. The annual FT Top 300 list, now in its fifth year, recognizes independent RIA firms across the United States. The FT has a rigorous evaluation process based on each firm’s assets under management (AUM), AUM growth, number of years in existence, industry certifications and credentials of the staff, SEC compliance records and online accessibility. This year’s average FT…
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Wealthspire Advisors Predecessor Bronfman Rothschild Named a 2018 “Best Places to Work for Financial Advisers” by InvestmentNews

In the News
Rockville, MD, March 26, 2018 — InvestmentNews today announced that Bronfman Rothschild has been selected as a 2018 “Best Places to Work for Financial Advisers” based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. “We strive to hire and keep the best people to serve our clients,” said Mike LaMena, President and Chief Operating Officer. “We cultivate a trust-based relationship with every client, which is made possible by our low client-to-advisor ratio. Our advisors believe in and support our collaborative culture.” InvestmentNews partnered with Best Companies Group, an independent research firm specializing…
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Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List

In the News
Rockville, MD, June 22, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it was named to the 2017 Financial Times Top 300 Registered Investment Advisor list. In its fourth year, the annual FT Top 300 list recognizes independent RIA firms across the United States. The FT has a rigorous evaluation process based on each firm’s assets under management (AUM), AUM growth, number of years in existence, industry certifications and credentials of the staff, SEC compliance records and online accessibility. This year’s average FT 300 practice manages $2.7 billion in assets. Said Neal Simon,…
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Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Ranks Number 2 on Financial Advisor Magazine’s List of the Fastest Growing RIA Firms

In the News
Annual List Identifies Top 50 Fastest Growing Firms Rockville, MD.  July 12, 2016—Bronfman E.L. Rothschild is proud to announce its inclusion in Financial Advisor Magazine’s 2016 list of fastest growing RIA firms in the United States, a nationally recognized ranking of independent wealth management firms. Bronfman E.L. Rothschild ranked second. The survey, which included 612 total firms, ranked advisors by their percentage of growth in assets under management from year-end 2014 to year-end 2015, with minimum assets under management of $200 million. Bronfman E.L. Rothschild ended 2015 with $3.789 billion in assets under management and overall growth in assets of…
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