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).

Current Firm Details
521 Fifth Avenue, 15th Floor, New York, NY 10175
https://www.instagram.com/wealthspireadvisors/
By the Numbers
  • Total Assets Under Management
    18,872
    MILLION
  • Total Number of Accounts
    7,156
    ACCOUNTS
  • Average Account Value
    $2,637,281
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wealthspire Advisors
Showing 81 - 90 of 143 top financial advisors.
81
Andrew Weissman, financial advisor New York NY
Andrew S. Weissman
CRD#: 5531013
521 Fifth Avenue, 15th Floor, New York, NY 10175

Andrew Weissman (CRD# 5531013) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 14 years of experience in the finance industry.

82
Juliette Williams, financial advisor Delafield WI
Juliette C. Williams
CRD#: 2783776
709b Milwaukee Street, Delafield, WI 53018

Juliette Williams (CRD# 2783776) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 27 years of experience in the finance industry.

83
John Wolff, financial advisor Reston VA
John H. Wolff
CRD#: 1846627
11911 Freedom Drive, Suite 700, Reston, VA 20190

John Wolff (CRD# 1846627) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 35 years of experience in the finance industry.

84
Devanshu Amin, financial advisor New York NY
Devanshu Amin
CRD#: 7785441
521 5th Ave 15th Floor, New York, NY 10175

Devanshu Amin (CRD# 7785441) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.

85
Camila Bentos, financial advisor New York NY
Camila S. Bentos
CRD#: 7604519
521 Fifth Avenue, 15th Floor, New York, NY 10175

Camila Bentos (CRD# 7604519) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.

86
Jonathan Berhane, financial advisor New York NY
Jonathan G. Berhane
CRD#: 6067692
521 Fifth Avenue, 15th Floor, New York, NY 10175

Jonathan Berhane (CRD# 6067692) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.

87
Madelyn Bowles, financial advisor New York NY
Madelyn Bowles
CRD#: 6810420
90 Park Ave, Suite 1700, New York, NY 10016

Madelyn Bowles (CRD# 6810420) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.

88
John Burns, financial advisor New York NY
John R. Burns
CRD#: 7457666
521 Fifth Avenue, 15th Floor, New York, NY 10175

John Burns (CRD# 7457666) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 2 years of experience in the finance industry.

89
Stephanie Carmel, financial advisor New York NY
Stephanie G. Carmel
CRD#: 7385495
521 Fifth Avenue, 15th Floor, New York, NY 10175

Stephanie Carmel (CRD# 7385495) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.

90
Samia Clookie, financial advisor Fulton MD
Samia L. Clookie
CRD#: 7341735
8170 Maple Lawn Blvd., Suite 1000, Fulton, MD 20759

Samia Clookie (CRD# 7341735) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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