Welcome to Wealthspire Advisors

Get to know Wealthspire Advisors a trusted name in the industry. Learn about their journey, explore their team, and see how they're shaping the future.

Wealthspire Advisors

United States

financial services

Company Overview

Founded

1995

Industries

financial services

Team Size

420

About Wealthspire Advisors

Wealthspire Advisors is a fee-based financial advisory firm based in Manhattan, New York. Founded in 1995 and rebranded in 2019, the firm operates as a fiduciary and manages over $29.4 billion in assets. With a team of over 370 professionals across more than 20 U.S. offices, Wealthspire focuses on client-centric financial planning without proprietary products or sales incentives.