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Financial ADVSR advisor directory · SEC adviser records

Wealthspire Advisors financial advisors

Every SEC-registered investment adviser representative at Wealthspire Advisors, by the state and city of the office they work from.

220 registered advisors work at Wealthspire Advisors, in 14 states and 31 cities; the most are in New York, NY (59). 93 list the CFP designation and 0 are also registered broker representatives.

Search every Wealthspire Advisors advisor by name →Who joined and left Wealthspire Advisors →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Wealthspire Advisors payout grid vs. other firms →

Cities with the most Wealthspire Advisors advisors

New York, NY 59Potomac, MD 23Melville, NY 19San Rafael, CA 14Reston, VA 13Fulton, MD 10Madison, WI 10Delafield, WI 7Milwaukee, WI 7West Hartford, CT 6Annapolis, MD 5Boca Raton, FL 5Seattle, WA 5Beachwood, OH 4San Francisco, CA 4Chicago, IL 3Midlothian, VA 3Palm Beach Gardens, FL 3Salisbury, MD 3Westport, CT 3Appleton, WI 2Denver, CO 2Red Bank, NJ 2Arlington Heights, IL 1Austin, TX 1Boca Raton,, FL 1Indialantic, FL 1Larkspur, CA 1Reno, NV 1Saint Johns, FL 1

Wealthspire Advisors advisors by state

Wealthspire Advisors in New York 78

New York 59Melville 19

Wealthspire Advisors in Maryland 41

Potomac 23Fulton 10Annapolis 5Salisbury 3

Wealthspire Advisors in Wisconsin 26

Madison 10Delafield 7Milwaukee 7Appleton 2

Wealthspire Advisors in California 19

San Rafael 14San Francisco 4Larkspur 1

Wealthspire Advisors in Virginia 16

Reston 13Midlothian 3

Wealthspire Advisors in Florida 11

Boca Raton 5Palm Beach Gardens 3Boca Raton, 1Indialantic 1Saint Johns 1

Wealthspire Advisors in Connecticut 9

West Hartford 6Westport 3

Wealthspire Advisors in Ohio 5

Beachwood 4Solon 1

Wealthspire Advisors in Washington 5

Seattle 5

Wealthspire Advisors in Illinois 4

Chicago 3Arlington Heights 1

Wealthspire Advisors in Colorado 2

Denver 2

Wealthspire Advisors in New Jersey 2

Red Bank 2

Wealthspire Advisors in Nevada 1

Reno 1

Wealthspire Advisors in Texas 1

Austin 1

Questions

How many financial advisors does Wealthspire Advisors have?

220 investment adviser representatives are registered with Wealthspire Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 14 states and 31 cities. 93 list the CFP designation and 0 are also registered as broker representatives.

Where does Wealthspire Advisors have the most advisors?

New York, NY, with 59 registered advisors, then Potomac, MD (23). By state, New York has the most, with 78.

How do I find a Wealthspire Advisors financial advisor near me?

Pick your state below, then your city, to see every Wealthspire Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Wealthspire Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →