Wealthspire Advisors
Wealthspire Advisors (CRD# 106181) is a financial advisory firm headquartered in New York, NY. They manage $18,872,379,313 in 7,156 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management18,872MILLION
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Total Number of Accounts7,156ACCOUNTS
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Average Account Value$2,637,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Marc Austin (CRD# 2061218) is an Investment Advisor Representative working at Wealthspire Advisors in West Hartford, CT and has over 33 years of experience in the finance industry.
Abby Bare (CRD# 4511808) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 21 years of experience in the finance industry.
Laura Barry (CRD# 2788548) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 19 years of experience in the finance industry.
Kevin Brady (CRD# 6248277) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 10 years of experience in the finance industry.
Scott Brody (CRD# 2192336) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 29 years of experience in the finance industry.
Michael Burke (CRD# 2803808) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 24 years of experience in the finance industry.
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.
Brion Collins (CRD# 3120481) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 25 years of experience in the finance industry.
Crystal Cox (CRD# 5933394) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 11 years of experience in the finance industry.
Jay Czarapata (CRD# 3231731) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 19 years of experience in the finance industry.