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
Dillon Gorham (CRD# 7284371) is an Investment Advisor Representative working at Wealthspire Advisors in Chicago, IL and has over 2 years of experience in the finance industry.
Casey Hardy (CRD# 6889783) is an Investment Advisor Representative working at Wealthspire Advisors in Boca Raton, FL and has over 5 years of experience in the finance industry.
Trent Hofmeister (CRD# 7448029) is an Investment Advisor Representative working at Wealthspire Advisors in Salisbury, MD and has over 2 years of experience in the finance industry.
Megan John (CRD# 7437337) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.
Ryan Jordan (CRD# 7115023) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 2 years of experience in the finance industry.
Thomas Kavanagh (CRD# 6149605) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 9 years of experience in the finance industry.
Jack Keating (CRD# 7166555) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 4 years of experience in the finance industry.
Riley Keenan (CRD# 7375973) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 2 years of experience in the finance industry.
Matthew Kleiman (CRD# 6513426) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 6 years of experience in the finance industry.
Martha Kolbow (CRD# 2333609) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 3 years of experience in the finance industry.