Larkspur, CA Office

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.