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Awards Archives | Wealthspire

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

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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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Three Wealthspire Advisors Named to Forbes 2021 Best-In-State Wealth Advisors List

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New York, March 9, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, today announced that three advisors have been named to the 2021 Forbes Best-In-State Wealth Advisors List. The list, which highlights top performing advisors across the nation, includes Michael Delgass, J.D., managing director in the Westport, Conn., office; John Wolff, CFP®, AIF®, CLU®, ChFC®, managing director in the Reston, Va., office; and Ashley Iddings CIMA®, CPWA®, managing director in the Potomac, Md., office. Advisors were evaluated for their industry experience, compliance records, revenue produced, and assets under management. In total, the advisors…
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Wealthspire Advisors’ Tim Hughes and Ashley Iddings Named Top Wealth Advisors by Washingtonian Magazine

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New York, January 15, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor, announced that managing directors Tim Hughes and Ashley Iddings have been named top wealth advisors in the DC Metro area by Washingtonian Magazine. The full list was featured in the December 17, 2020, issue of the magazine. The Washingtonian’s 2021 Top Wealth Advisor list recognizes the top financial advisors in the DC Metro area. After hundreds of local financial experts are surveyed for recommendations, the magazine’s staff conducts extensive research to determine the top advisors. Only nominees with the strongest recommendations are named Top Wealth…
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Wealthspire Advisors Named to Barron’s 2020 Top 100 RIA Firms List

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New York, September 14, 2020 – 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 expanded the list to include 100 firms in 2020, a reflection of the industry’s growth and rising standards. This year’s ranking formula consisted of three new primary metrics: technology spending, staff diversity, and succession planning. With 2020’s unprecedented events calling for especially high levels of adaptation, Barron recognized that these factors were crucial in a Top 100 contender. “Wealthspire's inclusion in the…
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Wealthspire Advisors’ Rockville Office Moves to Park Potomac

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

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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

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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

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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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