Be advised. This firm is no longer registered.

Wealthspire Advisors

Wealthspire Advisors (CRD# 158380) is a financial advisory firm headquartered in New York, NY. They manage $2,114,088,618 in 2,851 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,114
    MILLION
  • Total Number of Accounts
    2,851
    ACCOUNTS
  • Average Account Value
    $741,525
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MD, MN, MO, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA

Financial Advisors at Wealthspire Advisors
No Advisor Found.
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