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Awards Archives - Wealthspire

forbes best in state wealth advisors

Two Wealthspire Advisors Named to Forbes 2022 Best-In-State Wealth Advisors List

In the News
New York, May 16, 2022 – Wealthspire Advisors, an NFP company and independent registered investment adviser firm headquartered in New York City, today announced that Ashley Iddings, CIMA®, CPWA® and John Wolff, CFP®, AIF®, CLU®, ChFC® have been named to the 2022 Forbes Best-In-State Wealth Advisors list, which highlights the nation’s top performing wealth advisors. To compile the list, Forbes and SHOOK Research evaluate eligible advisors using an algorithm supported by qualitative and quantitative criteria, including surveys, telephone, virtual and in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Additional information about the ranking methodology is available…
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forbes best in state women wealth advisors

Two Wealthspire Team Members Named to 2022 Forbes List of Best-in-State Women Wealth Advisors

In the News
New York, March 21, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, today announced that Ashley Iddings, CIMA®, CPWA®, and Michèle Walthert, CFP®, CRPC®, have been named to the 2022 Forbes list of America’s Top Women Wealth Advisors – Best-in-State, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office. To compile the list, Forbes and SHOOK Research evaluate advisors with at least seven years of experience using an algorithm supported by qualitative and quantitative criteria, including surveys, telephone, virtual and…
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Washingtonian Top Financial Advisors

Four Wealthspire Advisors Named Top Financial Advisors by Washingtonian Magazine

In the News
New York, March 14, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor, announced that managing directors Tim Hughes, Ashley Iddings, Grant Ruder, and John Wolff were named top financial advisors in the DC Metro area by Washingtonian Magazine. The full list is featured in the March 2022 print edition of the magazine or can be accessed here. The Washingtonian’s 2022 Top Financial Advisor list recognizes the top financial advisors in the DC Metro area. As part of the selection process, hundreds of financial professionals and experts in the region are surveyed on whom they would trust with…
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barron's top ria firms

Wealthspire Advisors Named to Barron’s 2021 Top 100 RIA Firms List

In the News
New York, September 20, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, has been named to Barron’s Top 100 RIA Firms List, which recognizes top firms across the nation. Barron’s independently ranks the top 100 RIA firms based on three primary criteria: assets, revenue, and quality of practice. As the financial services industry continues to grow, the top RIA ranking serves to highlight the nation’s best financial advisors and raise the industry’s standards. “Wealthspire Advisors’ commitment to excellence and ensuring that our client’s aspirations come first is part of what has secured…
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40 under 40 amanda campbell

Wealthspire Advisors’ Amanda Campbell Named to InvestmentNews 40 Under 40 List

In the News
New York, June 7, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor headquartered in New York, today announced that advisor Amanda Campbell CFP®, CDFA®, AAMS®, AIF® has been named to the 2021 InvestmentNews 40 Under 40 list, which celebrates up-and-comers in the financial advice industry. Campbell is a vice president and advisor in Wealthspire’s Fulton, Md., office. She is also the co-author (with her sister, Michelle Riley) of The Health & Wealth Sisters’ 360° Action Plan: Total Self-Care for the Modern Woman’s Fiscal, Physical, and Emotional Well-Being (H&W Books, February 1, 2021). Individuals on the 2021 InvestmentNews…
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