Wealthspire Advisors

Wealthspire Advisors (CRD# 106181) is a financial advisory firm headquartered in New York, NY. They manage $14,321,155,536 in 4,586 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,321
    MILLION
  • Total Number of Accounts
    4,586
    ACCOUNTS
  • Average Account Value
    $3,122,799
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wealthspire Advisors
Showing 1 - 10 of 129 top financial advisors.
1
Abby R. Bare
CRD#: 4511808
10 Terrace Court, Suite 103, Madison, WI 53718

Abby Bare (CRD# 4511808) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 19 years of experience in the finance industry.

2
Laura S. Barry
CRD#: 2788548
330 E Kilbourn Ave, Suite 1219, Milwaukee, WI 53202

Laura Barry (CRD# 2788548) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 17 years of experience in the finance industry. Laura Barry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin J. Brady
CRD#: 6248277
521 Fifth Avenue, 15th Floor, New York, NY 10175

Kevin Brady (CRD# 6248277) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 8 years of experience in the finance industry. Kevin Brady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Scott N. Brody
CRD#: 2192336
12435 Park Potomac Avenue, Suite 500, Potomac, MD 20854

Scott Brody (CRD# 2192336) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 28 years of experience in the finance industry.

5
Michael J. Burke
CRD#: 2803808
12435 Park Potomac Avenue, Suite 500, Potomac, MD 20854

Michael Burke (CRD# 2803808) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 22 years of experience in the finance industry.

6
Amanda N. Campbell
CRD#: 6253753
8170 Maple Lawn Blvd, Suite 100, Fulton, MD 20759

Amanda Campbell (CRD# 6253753) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has 1 year of experience in the finance industry. Amanda Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Brion S. Collins
CRD#: 3120481
709b Milwaukee Street, Delafield, WI 53018

Brion Collins (CRD# 3120481) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 23 years of experience in the finance industry. Brion Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kevin Couper
CRD#: 5668395
521 Fifth Avenue, 15th Floor, New York, NY 10175

Kevin Couper (CRD# 5668395) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 12 years of experience in the finance industry. Kevin Couper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Crystal J. Cox
CRD#: 5933394
10 Terrace Court, Suite 103, Madison, WI 53718

Crystal Cox (CRD# 5933394) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 9 years of experience in the finance industry. Crystal Cox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jay A. Czarapata
CRD#: 3231731
330 E Kilbourn Ave, Suite 1219, Milwaukee, WI 53202

Jay Czarapata (CRD# 3231731) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 18 years of experience in the finance industry. Jay Czarapata has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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