Press Release Archives - Wealthspire

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…

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…

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…

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…