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
Tatiana Dadykina (CRD# 6559289) is an Investment Advisor Representative working at Wealthspire Advisors in Annapolis, MD and has over 8 years of experience in the finance industry.
Connor Darrell (CRD# 6412388) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 9 years of experience in the finance industry.
Michael Del Priore (CRD# 6221161) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 7 years of experience in the finance industry.
Michael Delgass (CRD# 5003603) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 16 years of experience in the finance industry.
Gary Desjardins (CRD# 2442280) is an Investment Advisor Representative working at Wealthspire Advisors in Salisbury, MD and has over 30 years of experience in the finance industry.
Scott Dillie (CRD# 5955708) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 11 years of experience in the finance industry.
Robin Dobbs (CRD# 5647272) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 14 years of experience in the finance industry.
John Dobson (CRD# 6989135) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 5 years of experience in the finance industry.
James Eichelberger (CRD# 1854268) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has over 35 years of experience in the finance industry.
Donald Farren (CRD# 4565496) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 23 years of experience in the finance industry.