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
Howard Sontag (CRD# 1142659) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 32 years of experience in the finance industry.
Martha Staniford (CRD# 1565505) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 27 years of experience in the finance industry.
Karl Stiegmann (CRD# 6783953) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 7 years of experience in the finance industry.
Bryan Stretton (CRD# 6355219) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 9 years of experience in the finance industry.
Erik Szabocsik (CRD# 5622317) is an Investment Advisor Representative working at Wealthspire Advisors in Annapolis, MD and has over 15 years of experience in the finance industry.
Rick Van Benschoten (CRD# 1772365) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 35 years of experience in the finance industry.
Edward Vonlange (CRD# 1334508) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has over 39 years of experience in the finance industry.
Charles Walker (CRD# 2578251) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has over 29 years of experience in the finance industry.
Michele Walthert (CRD# 4534313) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 21 years of experience in the finance industry.
Jay Weinstein (CRD# 1783142) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 29 years of experience in the finance industry.