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Press Release Archives | Wealthspire Advisors

Wealthspire Advisors Barron's Top RIAs

Wealthspire Advisors Named to Barron’s 2020 Top 100 RIA Firms List

In the News
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 FT 300

Wealthspire Advisors Named to Financial Times 300 Top RIAs List

In the News
New York, July 30, 2020 – Wealthspire Advisors, an NFP company and independent registered investment advisor (RIA), is pleased to announce it has been named to the 2020 Financial Times 300 (FT 300), a list recognizing top RIAs across the US. Wealthspire Advisors was formed in 2019 through the combination of Sontag Advisory and Bronfman Rothschild, both of which were included in the FT 300 in previous years. This is the first year Wealthspire Advisors could be considered for the list, a reflection of the continued success of the firms as a combined entity. Qualified list applicants were graded on…
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outsourced cio services

Wealthspire Advisors Launches Outsourced CIO Services

In the News
New York, July 7, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor, today announced the launch of their Outsourced CIO services to RIAs serving sophisticated clients. Smaller advisor firms are now able to engage Wealthspire Advisors for customized investment services, including due diligence, investment product selection and other forms of case support. Outsourced CIO clients will receive a customized suite of research support based on firm goals and needs. They will also have access to key tools, including routinely updated model portfolios, capital market assumptions, manager due diligence, and case support for large clients and prospects. Clients…
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feeding america

Wealthspire Advisors Announces Donation to Feeding America

In the News
New York, June 23, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today that it recently made a donation of over $28,000 to Feeding America, the U.S. hunger relief organization. Wealthspire made the donation as part of its COVID-19 response campaign. “Food insecurity has been exacerbated by COVID-19 in communities across the country, and this donation will help to support the ongoing fight against hunger,” said CEO Mike LaMena. “I am immensely proud of our team’s generosity. As individuals and as a company we’ve shown we are committed to making a positive impact on our local…
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office boca raton

Wealthspire Advisors Opens Boca Raton Office

In the News
New York, February 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today the opening of a new office in Boca Raton, FL. The office is located at 150 East Palmetto Park Road, Suite 525, Boca Raton, FL 33432. Wealthspire Advisors now operates 13 offices in 9 states. “Wealthspire is a growth-driven company and we are excited for the opportunity to expand our footprint to Florida,” said Wealthspire Advisors CEO, Mike LaMena. “The new office will allow us to better serve existing relationships in the region and connect with new clients who value local expertise. Being…
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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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wealthspire pathways

Wealthspire Advisors Launches Digital Wealth Management Solution, Wealthspire Pathways

In the News
New York, November 21, 2019 – Wealthspire Advisors, an independent investment advisor, today announced the launch of Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platform. Wealthspire Advisors’ goal in launching Pathways is to bring professional financial planning and investment management services to a broader group of clients, including those who are accustomed to using online interfaces. One of the biggest differentiators between Pathways and standard “robo-advisor” platforms is that clients have access to a dedicated Certified Financial Planner (CFP®). Advisors specializing in the platform…
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Align Impact

Wealthspire Advisors Engages Align Impact to Enhance its Impact Investing Offerings

In the News
New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm based in Santa Monica, CA, with offices also in Denver and New York City. “We are very excited to be working with Align Impact”, said Wealthspire Advisors Managing Director Glen Macdonald who is spearheading the firm’s impact investing initiatives. Macdonald added that “Align Impact has established itself as a leader in the impact space and has deep expertise across all the prominent impact investing themes”. Align Impact collaborates with wealth and investment advisors to service individuals, families, and foundations seeking…
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Sontag Advisory and Bronfman Rothschild Combine to Launch Wealthspire Advisors

In the News
NFP Announces New Brand Following Integration of Two Firms New York, October 30, 2019 — NFP today announced the launch of Wealthspire Advisors, representing the combined RIA of Sontag Advisory and Bronfman Rothschild. “Our new name emphasizes that we are one united firm,” said Howard Sontag, chairman of the combined firm. “The key to our future is enhancing client experiences and outcomes. Combining these two highly successful firms creates a great future for our clients and our team members.” Bronfman Rothschild was acquired by NFP in May. NFP first announced plans to acquire Bronfman Rothschild in March, noting that a new…
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