CRD: 121254
Wealthspire Retirement Advisory
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-23-2003
- Office Locations
- 57
Office Locations
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.
Reported data analysis
What the numbers show
Between December 23, 2025 and March 31, 2026, reported AUM decreased 67.3%, from $118.0B to $38.6B.
Across 5 reported observations, AUM decreased 51.0% between August 15, 2022 and March 31, 2026, from $78.7B to $38.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 139 advisory representatives and 7,532 clients, or 54.2 clients per representative. That equates to $5.1M in reported AUM per client.
The profile lists 57 reported office locations and 23 years in operation. The source data was last updated on March 31, 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
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wealthspire Retirement Advisory record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HANNAH ROSE DOWLING
--
- CRD
- --
- Ownership
- Less than 5%
JUSTIN LOUIS GOLDSTEIN
Advisor
- CRD
- #5779980
- Ownership
- Less than 5%
Showing 2 of 15 owners & executives
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JAMES V ADAM
Wealth Advisor
- CRD
- #4986401
PHILIP CARL ANDERSON
--
- CRD
- #7110690
Showing 2 of 155 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Wealthspire Retirement Advisory has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Wealthspire Retirement Advisory's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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