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
Cindy Pingel (CRD# 7071943) is an Investment Advisor Representative working at Wealthspire Advisors in Janesville, WI and has over 5 years of experience in the finance industry.
Aviva Pinto (CRD# 1558865) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 31 years of experience in the finance industry.
Oliver Pursche (CRD# 2402551) is an Investment Advisor Representative working at Wealthspire Advisors in Westport, CT and has over 19 years of experience in the finance industry.
Grant Ruder (CRD# 5423841) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 16 years of experience in the finance industry.
Katharine Schelhorn (CRD# 6651731) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 6 years of experience in the finance industry.
William Schwartz (CRD# 2744450) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 27 years of experience in the finance industry.
Joshua Shoshan (CRD# 3127659) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 24 years of experience in the finance industry.
Karen Smith (CRD# 5198623) is an Investment Advisor Representative working at Wealthspire Advisors in Saint Johns, FL and has over 16 years of experience in the finance industry.
Kevin Smith (CRD# 5098185) is an Investment Advisor Representative working at Wealthspire Advisors in Indialantic, FL and has over 17 years of experience in the finance industry.
Gary Sobelman (CRD# 1411148) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 38 years of experience in the finance industry.