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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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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 244 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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