Wealthspire is an independent advisory platform offering capabilities across individual wealth management, institutional advisory, and business management. As one of the most comprehensive and multidisciplinary platforms in North America, Wealthspire currently oversees more than $593 billion in assets under management or advisement.* Though our size means we serve a diverse client base, we work most extensively with high net worth and ultra-high net worth individuals and families. We lead with tailored planning, invest with a disciplined, long-term approach, and aim to simplify lives by coordinating seamlessly with outside advisors and building collaborative client teams.

* Reflects combined data as of 12/31/2025 for Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, Newport Private Wealth Inc., and affiliates.