Be advised. This firm is no longer registered.

Wealthspire Advisors

Wealthspire Advisors (CRD# 168095) is a financial advisory firm headquartered in Potomac, MD. They manage $4,592,063,353 in 2,366 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,592
    MILLION
  • Total Number of Accounts
    2,366
    ACCOUNTS
  • Average Account Value
    $1,940,855
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

Financial Advisors at Wealthspire Advisors
No Advisor Found.
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