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
Christine Nairne (CRD# 2894101) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has over 24 years of experience in the finance industry.
Kathryn O'connor (CRD# 7783292) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has 1 year of experience in the finance industry.
Jake Obringer (CRD# 7126659) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 2 years of experience in the finance industry.
Madelyn Oemig (CRD# 7782933) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has 1 year of experience in the finance industry.
Samantha Paul (CRD# 6497233) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has 1 year of experience in the finance industry.
Kayla Pavela (CRD# 7085183) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 4 years of experience in the finance industry.
Emily Perschbacher (CRD# 7261317) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has 1 year of experience in the finance industry.
Amanda Phillips-Desaverio (CRD# 7282750) is an Investment Advisor Representative working at Wealthspire Advisors in Denver, CO and has 1 year of experience in the finance industry.
Emily Platt (CRD# 7156088) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has 1 year of experience in the finance industry.
Mary Price (CRD# 7465875) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.