Wealthspire Advisors
New York, NY·SEC-registered · CRD #106181
Wealthspire Advisors is an SEC-registered investment advisory firm in New York, NY managing $34B across 11k client accounts, with 220 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$34B
Client accounts
11k
Advisory staff
220
Fee model
Fee-based
How Wealthspire Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wealthspire Advisors
How much does Wealthspire Advisors manage?
Per its most recent SEC Form ADV filing (04/30/2026), Wealthspire Advisors reports $34B in regulatory assets under management across roughly 11k client accounts.
How does Wealthspire Advisors charge?
Wealthspire Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wealthspire Advisors a fiduciary?
Yes. Wealthspire Advisors is registered with the U.S. Securities and Exchange Commission (CRD #106181), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wealthspire Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wealthspire Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wealthspire Advisors's public SEC Form ADV filing (CRD #106181, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wealthspire Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wealthspire Advisors? Claim this profile.