Annapolis, MD Office
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WealthSpire Advisors
Enterprise
Firm-wide stats for WealthSpire Advisors
About
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.
Based on WealthSpire Advisors
Expertise
Based on WealthSpire Advisors
Location
900 Bestgate Road, Suite 200
Annapolis MD 21401
Advisors at this office
3
Advisors at this office
Adam C
Series 65
Annapolis, MD
WealthSpire Advisors
Adam Corder is a financial advisor at Wealthspire Advisors with a Series 65 designation and three years of industry experience. Prior to joining Wealthspire Advisors in 2022, he worked at The Nordic Inn and held research roles at the University of Chicago’s National Opinion Research Center and the US Census Bureau. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and utilizes a third-party platform to manage held-away retirement assets.
Erik S
CFP®, Series 66
Annapolis, MD
WealthSpire Advisors
Erik Szabocsik is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Wealthspire Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations, providing wealth management, financial planning, and trust-administration services. The firm employs a customized, relationship-driven investment approach focused on diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.
Tatiana D
CFP®, Series 63, Series 65
Annapolis, MD
WealthSpire Advisors
Tatiana Dadykina is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2018. Prior to joining Wealthspire, she worked at AXA Advisors LLC for three years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets across about 220 advisors and nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting services to individuals, corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework with centralized oversight.
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