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
Stephanie Forrester (CRD# 6644626) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 6 years of experience in the finance industry.
Jay Frank (CRD# 1583024) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 37 years of experience in the finance industry.
Joshua Frank (CRD# 6966685) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 5 years of experience in the finance industry.
Joseph Garrison (CRD# 4874637) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has 1 year of experience in the finance industry.
Jennifer Giemza (CRD# 5378321) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 16 years of experience in the finance industry.
Eran Goudes (CRD# 5745405) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 14 years of experience in the finance industry.
James Griesser (CRD# 1830999) is an Investment Advisor Representative working at Wealthspire Advisors in Annapolis, MD and has over 28 years of experience in the finance industry.
Rachel Haberman (CRD# 7072625) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 5 years of experience in the finance industry.
Gail Harris (CRD# 2662316) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 28 years of experience in the finance industry.
Raziel Hecht (CRD# 6344083) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 9 years of experience in the finance industry.