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
Justin Cone (CRD# 6634396) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 2 years of experience in the finance industry.
Adam Corder (CRD# 7549788) is an Investment Advisor Representative working at Wealthspire Advisors in Annapolis, MD and has 1 year of experience in the finance industry.
David Dickman (CRD# 7294191) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 3 years of experience in the finance industry.
Eric Dostal (CRD# 7352018) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.
David Edwards (CRD# 1343391) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.
Marianne Esche (CRD# 7601105) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has 1 year of experience in the finance industry.
Craig Fasano (CRD# 4799375) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 18 years of experience in the finance industry.
Samuel Fishelberg (CRD# 5879832) is an Investment Advisor Representative working at Wealthspire Advisors in Austin, TX and has over 12 years of experience in the finance industry.
Anorhon Gaudiano (CRD# 3190925) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.
Zachary Gering (CRD# 4819855) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.