Wealthspire Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 30, 2026, reports $34.3B in regulatory assets under management, 397 employees, 26 offices, and 9,973 accounts.
Assets Under Management
$34.3B
Employees
397
Offices
26 offices
Total Clients
9,973
Primary office
NEW YORK, NY
521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Source verified May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.7% of total clients.
Top client categories% of clientsClients
1
HNWI
55.7%
5,553
2
Individuals
41.9%
4,183
3
Charitable
0.9%
94
4
Corporations
0.7%
73
5
Pension Plans
0.7%
69
Additional categories (<0.1%)
Government<5 clients
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$34.3Bas of April 30, 2026
Discretionary96.3%
$33.0B
96% of total RAUM96.3%
Non-discretionary3.7%
$1.3B
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$34.3B
Total Accounts9,973
10Y AUM Change+$29.5B (+616.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees397
Clients per Employee25:1
10Y Employee Change+359 (+944.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.