Red Bank, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Location
1 Harding Rd Ste. 206
Red Bank NJ 07701
Advisors at this office
2
Advisors at this office
Jonathan B
CFP®, PFS™, Series 66
Red Bank, NJ
WealthSpire Advisors
Jonathan Bernstein is a CFP® and PFS™ with 24 years of industry experience. He is a financial advisor at Wealthspire Advisors and has previously worked at Purshe Kaplan Sterling Investments and co-owns Bernstein & Bernstein CPA's LLP, where he provides accounting and tax services. Bernstein also advises clients on life insurance as a producer outside of his advisory role. Wealthspire Advisors is an SEC-registered investment adviser serving individuals, high-net-worth clients, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation strategy using mutual funds, ETFs, private investments, and outside managers, with an active approach to client service and investment oversight.
Deirdre D
CFP®, Series 66
Red Bank, NJ
WealthSpire Advisors
Deirdre De Rosa is a Certified Financial Planner® at Wealthspire Advisors with eight years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, Bank of America, Merrill Lynch, and Fiduciary Trust Company. De Rosa has also been involved with RoundAngle Advisors LLC, focusing on financial planning and model portfolio trading. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a combination of mutual funds, ETFs, private investments, and separate account managers, with services tailored through client interviews and ongoing monitoring.
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