Wealthspire Advisors is an independent registered investment adviser and subsidiary of NFP Corp, currently overseeing approximately $29.3 billion in Assets Under Management* and firmly committed to serving clients in a fiduciary capacity. Though our size means we have a variety of clients, we work most extensively with high net worth and ultra-high net worth individuals and families. We lead with planning that is tailored to meet the goals and needs of our clients, we invest with a long-term approach that focuses on a disciplined strategy and avoids emotional decision-making, and we aim to simplify lives by coordinating seamlessly with outside advisors and building our client teams around a collaborative structure. 

* Reflects combined data as of 12/31/2024 for Wealthspire Advisors LLC and its subsidiaries.