CRD: 121254
Wealthspire Retirement Advisory
$38.6B Total AUM
$38.6B Disc. AUM
-18.0% 3Y CAGR
244 Employees
7,532 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-2003
- Office Locations
- 55
Office Locations
10 Terrace Court Suite 103 Madison WI
100 Reserve Road Suite B300 Danbury CT
1050 Maitland Center Commons Suite 360 Maitland FL
About Wealthspire Retirement Advisory
NFP (Wealthspire Retirement Advisory) supports retirement plan sponsors with ERISA 3(21)/3(38) investment services, fiduciary compliance and governance documentation, investment lineup analysis and monitoring, plan design and provider benchmarking, and target-date fund due diligence. Differentiators include proprietary Scorecard analytics, a seven-CFA investment committee, and multilingual participant education.
Team overview
43 AVG AGE
$277.8M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
4.9 yrs AVG TENURE
244 Employees
139 Advisory Reps
139 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
H
HANNAH ROSE DOWLING
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
JUSTIN LOUIS GOLDSTEIN
Advisor
- CRD
- #5779980
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 15 owners & executives
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J
JAMES V ADAM
Wealth Advisor
- CRD
- #4986401
Available
Available
Available
P
PHILIP CARL ANDERSON
--
- CRD
- #7110690
Available
Available
Available
Showing 2 of 153 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,609,440,509 | $5,126,054 |
| Non-Discretionary | $0 | -- |
| Total | $38,609,440,509 | $5,126,054 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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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