What Wealthspire Advisors does

Wealthspire Advisors is an independent registered investment advisor founded in 1995 and headquartered in New York, operating as an integrated wealth management platform serving high-net-worth and ultra-high-net-worth individuals, families, executives, business owners, attorneys, charitable investors, and institutional clients including endowments and foundations. The firm manages or advises on $580B+ in client assets through 1,200+ professionals located across 30+ offices in 17+ US states, plus Canada and the United Kingdom, supported by subsidiary brands Fiducient Advisors (institutional advisory and OCIO), Newport Private Wealth (Canadian private wealth), Ground Control Business Management (services for athletes, entertainers, and HNW individuals), and Wealthspire Trust (Tennessee-chartered trust company). Core service lines include comprehensive financial planning, investment management, retirement advisory, estate and tax planning, outsourced CIO services, and dedicated family office offerings for clients with average relationships exceeding $130 million.

The firm's technology stack is anchored by Addepar for analytics, reporting, and client experience, with no disclosed proprietary AI/ML or in-house model development. Revenue is generated primarily through recurring asset-based advisory fees on $580B+ in assets under management or advisement, billed on an annual basis with quote-based (not publicly disclosed) pricing tailored to client complexity and asset levels. Distribution is direct and relationship-driven, supplemented by a content marketing program (blog, whitepapers, podcasts, video, quarterly market commentary) and selective industry-conference presence. Growth has been overwhelmingly inorganic: the firm has executed at least 13 disclosed acquisitions since 2020, including Sellwood Investment Partners ($11B AUM), Axia Advisory ($1.9B), GM Advisory Group ($3B, later rebranded), Heron Wealth, Private Ocean, and multiple entertainment-business management firms via Ground Control.

In late 2025, Madison Dearborn Partners acquired Wealthspire, Fiducient Advisors, and Newport Private Wealth from Aon for approximately $2.7 billion. Post-acquisition, the firm launched an integrated platform (November 2025), the Wealthspire Institutional platform (December 2025), and the Wealthspire Family Office platform (March 2026), and continued an aggressive acquisition cadence into 2026 with both domestic and UK targets.

Name

Wealthspire Advisors

Legal name

Wealthspire Advisors LLC

Website

https://wealthspire.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Wealthspire Advisors is an independent registered investment advisor managing or advising on $580B+ in assets for high-net-worth individuals, families, executives, and institutional clients. The firm operates through 1,200+ professionals across 30+ offices in the US, Canada, and the UK, delivering financial planning, investment management, retirement advisory, OCIO, and family office services.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Wealth management services
• Investment advisory services
• Financial planning services
• Retirement plan consulting
• Family office services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices30 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Wealth Management Advisory Fees: Wealthspire generates revenue through financial advisory and wealth management fees, serving high-net-worth individuals, families, executives, business owners, attorneys, and institutional clients including endowments and foundations. The firm oversees $580B+ in assets under management or advisement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Wealthspire Advisors is an integrated registered investment advisor that delivers comprehensive financial planning, investment management, retirement advisory, outsourced CIO (OCIO), and family office services to high-net-worth individuals, families, executives, business owners, and institutional clients. The firm operates through multiple subsidiaries including Fiducient Advisors (institutional), Ground Control Business Management (athletes/entertainers), Newport Private Wealth (Canada), and Wealthspire Trust, overseeing $580B+ in assets under management or advisement with 1,200+ professionals across 25+ U.S. offices plus the UK and Canada.

Product overview

Wealthspire Advisors is an integrated wealth management platform offering a comprehensive suite of services through multiple business units. The core offering includes financial planning, investment management, retirement advisory services, and an OCIO platform. The firm operates through three main divisions: Wealthspire (wealth management for individuals and families), Fiducient Advisors (institutional advisory and retirement consulting), and Ground Control Business Management (specialized business management for athletes, entertainers, and high-net-worth individuals). Wealthspire Family Office provides coordinated advisory services for ultra-high-net-worth families combining all capabilities. The platform serves various client segments including individuals, executives, attorneys, business owners, women investors, charitable investors, and institutional clients across 14+ U.S. states.

Differentiator

Problem solved

Functional benefit

Brands

• Wealthspire Family Office: Integrated family office platform providing coordinated advisory services for ultra-high-net-worth families including tax, estate, family governance, and financial planning
• Wealthspire Institutional
• Wealthspire Retirement
• Ground Control
• ASPIRE by Wealthspire
• WE by Wealthspire
• Rising Gen
• Fiducient Private Client

Products and services

• Financial Planning Comprehensive financial planning services for individuals and families including investment strategy, retirement planning, estate planning, tax optimization, and risk management tailored to client goals.
• Investing Investment management services focused on portfolio construction, asset allocation, and diversification strategies for wealth preservation and growth across wealth, institutional, and retirement clients.
• Retirement Advisory Services Retirement plan consulting and investment advisory services delivered through Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory for corporate retirement plans and individual retirement accounts.
• Wealthspire Family Office Coordinated family office platform providing integrated tax, estate, family governance, and financial planning services for ultra-high-net-worth families with complex multi-generational needs, combining capabilities from Fiducient Private Client and Ground Control.
• Wealthspire Institutional Institutional advisory platform serving endowments, foundations, and retirement plans with outsourced CIO (OCIO) services, investment policy statement support, and fiduciary governance.
• Outsourced Chief Investment Officer Services (OCIO) OCIO services providing institutional investors with outsourced investment management, portfolio oversight, and fiduciary governance.
• Ground Control Business Management Business management services for high-net-worth clients, professional athletes, and entertainers including tax planning, bill pay, lifestyle management, tour accounting, and royalty administration.
• Fiducient Advisors Investment advisory and consulting services for institutional and private clients through Fiducient Advisors, including retirement plan consulting and investment advisory.
• Newport Private Wealth Canadian-based wealth management firm providing comprehensive advisory services for affluent clients in Canada.
• Wealthspire Trust Tennessee-chartered trust company providing fiduciary trust administration services for affluent and multi-generational families.
• Integrated Platform Across Wealth, Institutional, and Retirement Markets Unified platform integrating Wealthspire Advisors, Fiducient Advisors, Ground Control Business Management, Newport Private Wealth, and Wealthspire Retirement Advisory to serve clients across wealth, institutional, and retirement markets.

Quantifiable outcome

• $580B+ assets under management or advisement
• +2 more outcomes

Named customers5 records

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Seven partnerships are on record, tiered minor and core.

• Park Sutton AdvisorsminorOthersServed as financial advisor to Wealthspire Holdings LLC for the acquisition of Judith Heft & Associates.
• Harrington, Ocko & Monk, LLPminorOthersServed as legal advisor to Wealthspire Holdings LLC for the Judith Heft & Associates acquisition.
• Houlihan LokeyminorOthersServed as financial advisor to Sellwood Investment Partners in the acquisition by Wealthspire's Fiducient Advisors.
• Berkshire Global AdvisorsminorOthersServed as financial advisor to Wealthspire/Fiducient Advisors for the Sellwood Investment Partners acquisition.
• Fiducient AdvisorscoreStrategic or Co-development PartnerSubsidiary of Wealthspire providing institutional advisory and outsourced CIO services, managing significant client assets.
• Ground Control Business ManagementcoreStrategic or Co-development PartnerSubsidiary of Wealthspire providing business management services for athletes, entertainers, and high-net-worth individuals, specializing in tax planning and financial management.
• Newport Private WealthcoreStrategic or Co-development PartnerSubsidiary of Wealthspire providing private wealth management services, particularly serving Canadian clients.

Scale indicators14 records

Recent moves11 records

Expansion highlights6 records

Direct peers

• Hightower Advisors: Large U.S. RIA roll-up platform built through advisor and firm acquisitions, offering wealth management, retirement, and institutional services. Closely comparable to Wealthspire in business model, M&A-led growth, and PE-style ownership structure.
• Focus Financial Partners: Pioneer of the RIA roll-up model, partnering with hundreds of independent wealth management firms. Highly comparable given its M&A-driven expansion, scale, and PE sponsorship (Clayton, Dubilier & Rice).
• Mariner Wealth Advisors: PE-backed (Lovell Minnick) national wealth advisory firm offering financial planning, investment management, tax, and family office services. Comparable integrated platform and HNW/UHNW focus.
• Cetera Financial Group: Genstar Capital-backed network of independent broker-dealer and RIA firms serving individual investors and retirement plans. Similar multi-channel wealth platform and PE-backed consolidation strategy.
• Bessemer Trust: One of the largest U.S. multi-family offices serving UHNW families with investment management, wealth structuring, and family governance services. Directly comparable to the Wealthspire Family Office platform.
• Cresset Capital: UHNW-focused multi-family office offering investment advisory, private wealth, and family office services. Comparable target client segment and integrated service model.
• CAPTRUST: Large U.S. RIA specializing in investment advisory and OCIO services for institutional clients and private wealth. Closely comparable to Fiducient Advisors and Wealthspire Institutional.

Emerging players

• Sanctuary Wealth: Partnership-model wealth platform that recruits advisors and teams into a unified RIA. Comparable RIA roll-up thesis but smaller in scale than Wealthspire.

Broad incumbents

• Edelman Financial Engines: Large national RIA combining personal financial planning with workplace retirement-plan advisory. Comparable services overlap, particularly with Wealthspire Retirement Advisory, though broader mass-affluent positioning.
• LPL Financial: Largest U.S. independent broker-dealer and RIA custodian serving thousands of independent advisors. Adjacent competitor providing infrastructure and wealth management services, with significant overlap in target advisor base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wealthspireadvisors
• YouTubeyoutube.com/wealthspire
• Xx.com/Wealthspire
• Facebookfacebook.com/Wealthspire

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A11 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealthspire Advisors