Wealth manager, independent · McLean, VA
Spire Wealth Management, LLC
SEC-registered investment adviser · CRD 113908 · SEC 801-60468
At a glance
Spire Wealth Management, LLC is an SEC-registered investment adviser based in McLean, Virginia, with $4.5B in regulatory assets under management as of its Form ADV filed June 30, 2026. It reports 6,151 individual clients, 128 of them high-net-worth, holding an average of about $0.7 million each, and 145 employees. That ranks it 253rd among the nation’s 5,657 independent wealth management RIAs and 6th of 151 in Virginia. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 703-657-6060spireip.comAs filed on Form ADV
- Regulatory AUM
- $4.5B
- Rank among independent wealth managers
- #253 of 5,657
- Rank among all SEC RIAs
- #2,251 of 17,210
- Rank in Virginia
- #6 of 151
- Individual clients
- 6,151
- High-net-worth clients
- 128
- Accounts
- 15,272
- Discretionary
- 96% of AUM
- Employees
- 145
- Advisory staff
- 76
- Offices
- 48
Owners and executives on its Form ADV
- David L. BliskCEO
- Robert M. LordCOO
- Feisal A. MalikChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Spire Wealth Management, LLC is a hybrid RIA: 69 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Spire Securities, LLC.
- Spire Securities, LLC ↗CRD 144131
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity) and Pershing, which hold the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed June 2026) names Spire Securities as the broker-dealer its advisers are registered with.
IARs in their separate capacity may be licensed as registered representatives of Spire Securities, an affiliated broker-dealer and/or licensed as insurance agents or brokers.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 6,023 | $3.0B | 67% |
| High-net-worth individuals | 128 | $1.3B | 29% |
| Corporations or other businesses | 184 | $168M | 4% |
| Charitable organizations | 44 | $20M | <1% |
Disciplinary disclosures
Spire Wealth Management, LLC answers yes to 16 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Subscription fees
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗spireip.com ↗
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The full record on Spire Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 898 peers of its type and size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Virginia
All of Virginia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| AndersenMcLean | $6.3B | 550 |
| Heritage Wealth AdvisorsRichmond | $4.9B | 384 |
| The Ascent Group, LLCVirginia Beach | $4.8B | 4,177 |
| Wealthcare Capital Management LLCRichmond | $3.9B | 5,638 |
| The Burney CompanyReston | $3.6B | 1,880 |
| Bogart Wealth, LLCMcLean | $3.2B | 1,442 |
Background
Questions
How much does Spire Wealth Management, LLC manage?
Spire Wealth Management, LLC reports $4.5B in regulatory assets under management across 15,272 accounts, 96% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
How many clients does Spire Wealth Management, LLC have?
It reports 6,151 individual clients: 128 high-net-worth individuals and 6,023 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Spire Wealth Management, LLC headquartered?
Its main office is in McLean, Virginia. It reports 48 offices in total and 145 employees, 76 of whom perform investment advisory functions.
How does Spire Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; subscription fees; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Spire Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed June 30, 2026, it reports these amounts held: Fidelity ($3.5B); Charles Schwab ($930M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Spire Wealth Management, LLC a hybrid RIA with a broker-dealer?
Spire Wealth Management, LLC is a hybrid RIA: 69 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Spire Securities, LLC. Spire Securities, LLC clears through National Financial Services (Fidelity) and Pershing, according to its annual report filed with the SEC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Spire Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Spire Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 69 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Spire Wealth Management, LLC’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). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →