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RIA comparison · SEC Form ADV

BBR Partners, LLC vs Wealthspire Advisors

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

BBR Partners, LLC is the larger of the two, with $36B in regulatory assets to $34B at Wealthspire Advisors, 6% more than its rival, by their latest Form ADV filings. Wealthspire Advisors reports more individual clients (9,736 vs 203), while BBR Partners, LLC’s clients hold more on average (about $136 million each against $3.4 million). Both are based in New York, New York.

FigureBBR Partners, LLCWealthspire Advisors
Regulatory AUM$36B$34B
National rank#29#30
HeadquartersNew York, New YorkNew York, New York
Individual clients2039,736
High-net-worth clients2035,553
Average client assets$136 million$3.4 million
Accounts1,8759,973
Discretionary94% of AUM96% of AUM
Employees175397
Advisory staff53220
Clients per advisory employee444
Offices627
Form ADV filed2026-07-302026-04-30

BBR Partners, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Wealthspire Advisors

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Questions

Which is bigger, BBR Partners, LLC or Wealthspire Advisors?

BBR Partners, LLC, with $36B in regulatory assets under management against $34B at Wealthspire Advisors. Nationally they rank #29 and #30 among 5,657 independent wealth management RIAs.

How many clients do BBR Partners, LLC and Wealthspire Advisors have?

BBR Partners, LLC reports 203 individual clients (203 high-net-worth) with 53 advisory employees; Wealthspire Advisors reports 9,736 (5,553 high-net-worth) with 220 advisory employees.

How do BBR Partners, LLC and Wealthspire Advisors charge clients?

Only BBR Partners, LLC lists performance-based fees on Form ADV. Only Wealthspire Advisors lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do BBR Partners, LLC and Wealthspire Advisors offer?

BBR Partners, LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles, which Wealthspire Advisors does not. Wealthspire Advisors lists pension consulting, which BBR Partners, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: BBR Partners, LLC ↗, Wealthspire Advisors ↗. How to check a financial advisor →