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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust · Newport Trust · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-27-1995
- Office Locations
- 35
Office Locations
About Wealthspire Institutional, LLC
Fiducient Advisors is a fiduciary investment consultant providing customized investment management and unbiased guidance for retirement plan sponsors, endowments and foundations, and private wealth clients through its Wealth Office®. It also delivers OCIO support to RIAs and banks as an extension of their teams, backed by ongoing research and market insights.
Reported data analysis
What the numbers show
Between November 25, 2025 and July 24, 2026, reported AUM increased 44.2%, from $67.6B to $97.5B.
Across 5 reported observations, AUM increased 157.5% between April 8, 2022 and July 24, 2026, from $37.9B to $97.5B.
Of the latest reported AUM, 53.8% is discretionary and 46.2% is non-discretionary.
The firm reports 78 advisory representatives and 2,123 clients, or 27.2 clients per representative. That equates to $45.9M in reported AUM per client.
The profile lists 35 reported office locations and 31 years in operation. The source data was last updated on October 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wealthspire Institutional, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL EDMOND GOSS
DIRECTOR, President
- CRD
- #2557044
- Ownership
- Less than 5%
ROBERT JAY HILZENRATH
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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GREGORY F. ADAMS
Consultant
- CRD
- #5646424
Eileen Foley Allgrove
Principal
- CRD
- #2972086
Showing 2 of 116 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,462,188,996 | $56,962,203 |
| Non-Discretionary | $45,079,342,204 | $140,872,944 |
| Total | $97,541,531,200 | $78,599,139 |
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Separately Managed Accounts
SMA allocation detail is available
Wealthspire Institutional, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Wealthspire Institutional, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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