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Financial ADVSR advisor directory · SEC adviser records

Wealthspire Advisors financial advisors in Chicago, IL

Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Chicago, A to Z.

3 registered advisors work at Wealthspire Advisors in Chicago, out of 229 at the firm nationwide; it ranks number 181 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Wealthspire Advisors advisors in Chicago, A to Z

Every Wealthspire Advisors advisor →

Wealthspire Advisors advisors in other cities

New York, NY 60Potomac, MD 24Melville, NY 19San Rafael, CA 16Reston, VA 13Madison, WI 11Fulton, MD 10Milwaukee, WI 8Delafield, WI 7Boca Raton, FL 6West Hartford, CT 6Salisbury, MD 5Seattle, WA 5Beachwood, OH 4San Francisco, CA 4

Other firms in Chicago

All Chicago advisors →

Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95

Questions

How many financial advisors does Wealthspire Advisors have in Chicago?

3 investment adviser representatives are registered at Wealthspire Advisors offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 229 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Wealthspire Advisors one of the largest advisor employers in Chicago?

Wealthspire Advisors ranks number 181 in Chicago by registered advisors; Morgan Stanley has the most, with 557.

How do I check a Wealthspire Advisors advisor in Chicago?

Each advisor below 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. Advisors are listed at the city of the Wealthspire Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.