Wealthspire Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

106181

SEC number

801-49390

Firm type

RIA

Assets under management

$34.3B as of Apr 30, 2026

Website

www.instagram.com/wealthspireadvisors ↗

Phone

(212) 973-1200

Address

521 Fifth Avenue, New York, NY, 10175

Advisors at this firm

170 in our index · page 1 of 4

• Marc Elliot AustinCRD 2061218 · West Hartford, CT
  IA Registered
• Julie Ann BackCRD 1690127 · Seattle, WA
  IA RegisteredRegistration inactive
• Abby R BareCRD 4511808 · Madison, WI
  IA RegisteredRegistration inactive
• Laura Sue BarryCRD 2788548 · Milwaukee, WI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jonathan Evan BernsteinCRD 4445025 · Red Bank, NJ
  IA RegisteredRegistration inactive
• William Harry BockwoldtCRD 6246601 · San Rafael, CA
  IA Registered
• T. Steven BrantonCRD 5537359 · San Francisco, CA
  IA Registered
• Scott Nathaniel BrodyCRD 2192336 · Potomac, MD
  IA Registered
• Michael J BurkeCRD 2803808 · Potomac, MD
  IA Registered
• Belle BennettCRD 8009212 · Boca Raton, FL
  IA Registered
• Camila S BentosCRD 7604519 · New York, NY
  IA Registered
• Michael Joseph BongiornoCRD 7399966 · Melville, NY
  IA Registered
• Madelyn BowlesCRD 6810420 · New York, NY
  IA Registered
• Michael BuetiCRD 7620454 · Melville, NY
  IA Registered
• John R BurnsCRD 7457666 · New York, NY
  IA Registered
• Amanda Nicole CampbellCRD 6253753 · Fulton, MD
  IA Registered
• Christopher D CastellanoCRD 5594670 · Melville, NY
  IA Registered
• Brion Scott CollinsCRD 3120481 · Delafield, WI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Anthony Joseph CruzCRD 4146777 · Chicago, IL
  IA RegisteredRegistration inactive
• Stephanie G CarmelCRD 7385495 · New York, NY
  IA Registered
• Spencer CarverCRD 7415512 · New York, NY
  IA RegisteredRegistration inactive
• Patrick Callahan CeplenskiCRD 7852809 · Melville, NY
  IA Registered
• Tyrone B ClarkeCRD 7453753 · Palm Beach Gardens, FL
  IA Registered
• Samia Liane ClookieCRD 7341735 · Fulton, MD
  IA Registered
• Ethan L CopelandCRD 7831527 · Potomac, MD
  IA RegisteredRegistration inactive
• Adam P CorderCRD 7549788 · Annapolis, MD
  IA Registered
• Connor Joseph DarrellCRD 6412388 · New York, NY
  IA RegisteredRegistration inactive
• Michael J Del PrioreCRD 6221161 · New York, NY
  IA RegisteredRegistration inactive
• Michael Nicholas DelgassCRD 5003603 · New York, NY
  IA Registered
• Gary Paul DesjardinsCRD 2442280 · Fulton, MD
  IA Registered
• Smriti DhallCRD 4821430 · San Francisco, CA
  IA Registered
• Colin Breuvart DrakeCRD 4550311 · Larkspur, CA
  IA Registered
• Amanda DavisCRD 8194703 · Madison, WI
  IA Registered
• Ryan DeleonCRD 8125444 · Potomac, MD
  IA Registered
• Deirdre Ann DerosaCRD 6873139 · Red Bank, NJ
  IA RegisteredRegistration inactive
• Liam DesmondCRD 7943390 · Potomac, MD
  IA Registered
• John Michael DobsonCRD 6989135 · Delafield, WI
  IA Registered
• David Say EdwardsCRD 1343391 · New York, NY
  IA Registered
• James Kurz EichelbergerCRD 1854268 · Fulton, MD
  IA Registered
• Marianne C EscheCRD 7601105 · Reston, VA
  IA Registered
• Donald Brooke FarrenCRD 4565496 · Potomac, MD
  IA Registered
• Rachel A FrameCRD 7136010 · Boca Raton,, FL
  IA Registered
• Jay Morris FrankCRD 1583024 · Delafield, WI
  IA RegisteredRegistration inactive
• Mya Estell FedashCRD 7930145 · Fulton, MD
  IA Registered
• Kevin FlaaenCRD 8158122 · Melville, NY
  IA Registered
• Keely Rae FordCRD 8155144 · San Rafael, CA
  IA Registered
• Amanda Curry FoxCRD 6864506 · San Rafael, CA
  IA Registered
• Joshua Leonard FrankCRD 6966685 · Delafield, WI
  IA Registered
• Pyper FriedmanCRD 8126868 · Reston, VA
  IA Registered
• Anorhon M GaudianoCRD 3190925 · New York, NY
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.