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 provides discretionary and non‑discretionary investment management, financial planning and consulting to individuals (including high net worth clients), trusts, estates, charitable organizations, and business entities. The firm primarily delivers these services through a wrap‑fee managed account program that bundles execution, custody and reporting, while also offering non‑wrap advisory arrangements and stand‑alone planning engagements. Investment decisions are guided by a strategic asset allocation framework and may employ individual equities, bonds, mutual funds, ETFs, third‑party managers and, when suitable, allocations to private investment funds following due diligence. The firm conducts ongoing monitoring and periodic reviews of accounts, allows clients to impose written investment restrictions, and services both discretionary and non‑discretionary mandates. The brochure discloses affiliations with parent‑company‑affiliated entities and mutual referral arrangements with firms such as Retirement Advisory, Newport Private Wealth Inc., and Fiducient Advisors LLC, signaling connections to retirement‑plan and related wealth services that are less common among multi‑team peers. It also discloses historical relationships with private funds managed by an affiliated manager, recent changes in parent company ownership, and policies restricting new investments in those affiliated funds, disclosures that underscore potential conflicts of interest and added governance or referral pathways relative to many peers.

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.