Wealthspire Advisors
TL;DR
Wealth management and financial consulting adviser for individuals, businesses and nonprofits; predecessor Sontag Advisory was founded in 1995, with a New York office on Fifth Avenue.
$34.3 billion
Regulatory AUM
As of ADV filing 2026-04-30
9,973
Accounts / Clients
9,736 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
397
Team Size
employees, 220 advisory
31 yrs
Years Registered
First registered 1995
About Wealthspire Advisors
Wealth management and financial consulting adviser for individuals, businesses and nonprofits; predecessor Sontag Advisory was founded in 1995, with a New York office on Fifth Avenue.
Office: 521 Fifth Avenue, 15th Floor, New York, NY 10175.
Best for: Households wanting a large CFP-staffed team with no stated account minimum
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD106181
RegistrationSEC-registered
First registration1995
Regulatory AUM$34.3 billion
ADV filing date2026-04-30
Accounts9,973
Clients9,736 individual and high-net-worth clients
Employees397
Advisory employees220
Fee modelAdvisory fees; ADV 2A says representatives receive no commissions, never states fee-only
MinimumNo account minimum; recommended sizes by program, $100,000 on one platform (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CPA and CFA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 106181, as of ADV filing 2026-04-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 4 of 10
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.