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 3 of 4

• Michael Joseph MoriartyCRD 4223156 · New York, NY
  IA Registered
• Robert Michael MoyerCRD 5339178 · Midlothian, VA
  IA Registered
• Dominick Richard MatteoCRD 6809444 · New York, NY
  IA Registered
• William MckeeCRD 8229901 · New York, NY
  IA Registered
• Alexander Pierce MilleyCRD 7715492 · New York, NY
  IA Registered
• Matthew Scott MoserCRD 6990103 · New York, NY
  IA RegisteredRegistration inactive
• Marilyn Schwartz NapoliCRD 5501299 · New York, NY
  IA RegisteredRegistration inactive
• Howard Paul OffitCRD 2882299 · Potomac, MD
  IA Registered
• Jake ObringerCRD 7126659 · Reston, VA
  IA Registered
• Samantha Cecilia Paul-HackmanCRD 6497233 · Fulton, MD
  IA Registered
• Aviva Shrock PintoCRD 1558865 · New York, NY
  IA Registered
• Oliver PurscheCRD 2402551 · Westport, CT
  IA RegisteredRegistration inactive
• Charles Merryman PyferCRD 4000198 · San Rafael, CA
  IA Registered
• Greta PankeCRD 8144281 · West Hartford, CT
  IA Registered
• Kayla Marie PavelaCRD 7085183 · Madison, WI
  IA Registered
• Vincent Alex PecoraroCRD 7908272 · Melville, NY
  IA Registered
• Julia Marie PenwellCRD 6819608 · Seattle, WA
  IA Registered
• Sergei PerepechenovCRD 8055720 · San Rafael, CA
  IA Registered
• Emily PerschbacherCRD 7261317 · Delafield, WI
  IA Registered
• Stacey Nicole RosensonCRD 4379436 · New York, NY
  IA Registered
• Grant Michael RuderCRD 5423841 · Reston, VA
  IA Registered
• Lauren RathsackCRD 7528714 · Fulton, MD
  IA RegisteredRegistration inactive
• Nathaniel RichardsonCRD 7402159 · New York, NY
  IA Registered
• Oona RokytaCRD 8058117 · San Rafael, CA
  IA Registered
• Alix RosenbaumCRD 7932197 · New York, NY
  IA Registered
• Michael Jon SantoCRD 4196437 · Boca Raton, FL
  IA Registered
• Sheila Mie SchroederCRD 1173790 · San Rafael, CA
  IA Registered
• William Brian SchwartzCRD 2744450 · Potomac, MD
  IA Registered
• Jacob Yale ScottCRD 6725551 · Midlothian, VA
  IA RegisteredRegistration inactive
• Kevin Wallace SmithCRD 5098185 · Indialantic, FL
  IA Registered
• Gary Richard SobelmanCRD 1411148 · Potomac, MD
  IA Registered
• Eric Matthew SontagCRD 6011088 · New York, NY
  IA Registered
• Howard Vaughn SontagCRD 1142659 · New York, NY
  IA Registered
• Martha Simpson StanifordCRD 1565505 · New York, NY
  IA Registered
• Seth Lee StarrCRD 2030024 · New York, NY
  IA RegisteredRegistration inactive
• Karl Jacob StiegmannCRD 6783953 · Potomac, MD
  IA Registered
• Karin Maloney StiflerCRD 4927387 · Solon, OH
  IA Registered
• Elizabeth SummersCRD 6940790 · Milwaukee, WI
  IA RegisteredRegistration inactive
• Erik Anthony SzabocsikCRD 5622317 · Annapolis, MD
  IA RegisteredRegistration inactive
• Anthony Joseph SainclairCRD 7983198 · Fulton, MD
  IA Registered
• Charles D ScaralloCRD 7420754 · Melville, NY
  IA Registered
• Jonah SchachtelCRD 8148521 · New York, NY
  IA Registered
• Katharine Frances SchelhornCRD 6651731 · Reston, VA
  IA Registered
• Garrett R ScrantonCRD 7579786 · Potomac, MD
  IA Registered
• Stephanie Maria SelbachCRD 6644626 · Madison, WI
  IA Registered
• Liam SmithCRD 8183360 · Melville, NY
  IA Registered
• Lily Elizabeth SmithCRD 7740556 · Reston, VA
  IA Registered
• Benjamin James SnedikerCRD 7940536 · West Hartford, CT
  IA Registered
• Benjamin Cole SullivanCRD 7179953 · New York, NY
  IA Registered
• John F ThielCRD 6292141 · San Rafael, CA
  IA RegisteredRegistration inactive

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.