A complete list of active advisors currently associated with WealthSpire Advisors
Warmer can help you find a great advisor at WealthSpire Advisors or one who fits your needs even better.
Wealthspire Advisors LLC is an SEC-registered investment adviser overseeing roughly $34.3 billion in regulatory assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals (including high‑net‑worth clients), corporate and pension/profit‑sharing plans, nonprofits and foundations, offering wealth management, portfolio management, financial planning, retirement‑plan consulting, and the selection and monitoring of other advisers. The firm applies an institutional‑style asset allocation framework modeled on endowments and foundations, implemented through a mix of mutual funds, ETFs, private investments, and allocations to unaffiliated separate account managers subject to centralized due diligence and monthly investment‑committee oversight. Wealthspire tailors services through client interviews and ongoing monitoring, supports held‑away retirement accounts via a third‑party platform (Pontera), and recently added bookkeeping and bill‑pay capabilities as well as a limited wrap‑fee option for certain legacy clients. Wealthspire’s brochure highlights an active acquisition and integration history — including the recent merging of subsidiary RIAs and a change in ownership in 2025 — and describes affiliated offerings beyond core advisory work such as trustee services and an affiliated trust company. The filing also discloses legacy private‑fund affiliations tied to an acquired firm and related conflict‑of‑interest arrangements (with no new investments being marketed to Wealthspire clients), a level of legacy private‑fund disclosure that is less common among peers of this size.
To learn more about the advisors currently working at WealthSpire Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse WealthSpire Advisors's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
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