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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-16-1995
- Office Locations
- 40
Office Locations
About Wealthspire Advisors
Wealthspire Advisors is a planning-led RIA founded in 1995, serving retail and institutional clients with comprehensive financial planning supported by an internal team of investment experts. The firm focuses on portfolio construction and asset allocation across ETFs, public funds, fixed income and select alternatives, alongside tax, estate and retirement plan guidance. For distribution partners, its scale and centralized investment resources support consistent implementation across a multi-office platform.
Reported data analysis
What the numbers show
Between November 25, 2025 and April 30, 2026, reported AUM increased 33.1%, from $25.8B to $34.3B.
Across 5 reported observations, AUM increased 96.7% between November 3, 2022 and April 30, 2026, from $17.4B to $34.3B.
Of the latest reported AUM, 96.3% is discretionary and 3.7% is non-discretionary.
The firm reports 220 advisory representatives and 10,373 clients, or 47.2 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 40 reported office locations and 31 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wealthspire Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL J DEL PRIORE
Chief Compliance Officer
- CRD
- #6221161
- Ownership
- Less than 5%
MICHAEL EDMOND GOSS
DIRECTOR, President
- CRD
- #2557044
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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CRAIG ALEXANDER AMICO
Advisor
- CRD
- #5836515
Devanshu Amin
Advisor
- CRD
- #7785441
Showing 2 of 247 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,046,513,176 | $3,566,812 |
| Non-Discretionary | $1,276,464,512 | $1,802,916 |
| Total | $34,322,977,688 | $3,441,590 |
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Separately Managed Accounts
SMA allocation detail is available
Wealthspire Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Wealthspire Advisors's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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