WEALTHSPIRE ADVISORS LLC
Legal name: WEALTHSPIRE ADVISORS
CRD #106181 SEC #801-49390 NEW YORK, NY (212) 973-1200
SEC Registered
Total AUM
$25.8B
Discretionary
$25.2B
Employees
335
Clients
--
Accounts
8,760
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $25.8B | $25.2B | $586.5M | 335 | 300 |
| May 2025 | $25.8B | $25.2B | $586.5M | 335 | 300 |
| Mar 2025 | $25.8B | $25.2B | $586.5M | 335 | 300 |
| Sep 2024 | $21.7B | $21.3B | $356.4M | 294 | 300 |
| Apr 2024 | $18.9B | $18.5B | $343.1M | 259 | 300 |
| Mar 2024 | $18.9B | $18.5B | $343.1M | 259 | 300 |
| Nov 2023 | $16.8B | $16.5B | $307.9M | 250 | 300 |
| Sep 2023 | $16.5B | $16.2B | $307.9M | 250 | 300 |
| Mar 2023 | $16.3B | $16B | $304M | 250 | 300 |
| Nov 2022 | $17.4B | $17.2B | $294M | 214 | 37 |
| Oct 2022 | $17.4B | $17.2B | $294M | 214 | 37 |
| Jul 2022 | $16.4B | $16.1B | $294M | 214 | 37 |
| Mar 2022 | $14.3B | $14B | $294M | 184 | 37 |
| Oct 2021 | $12.7B | $12.1B | $566.5M | 144 | 20 |
| Jul 2021 | $10.9B | $10.8B | $185.1M | 144 | 18 |
| Mar 2021 | $10.9B | $10.8B | $185.1M | 144 | 18 |
| Jan 2021 | $10.6B | $10.4B | $249.7M | 131 | 14 |
| Jun 2020 | $6B | $6B | $0 | 48 | 14 |
| Mar 2020 | $6B | $6B | $0 | 48 | 14 |
| Jan 2020 | $5B | $5B | $0 | 43 | 11 |
| Oct 2019 | $5B | $5B | $0 | 43 | 11 |
| May 2019 | $5B | $5B | $0 | 43 | 11 |
| May 2019 | $5B | $5B | $0 | 40 | 11 |
| Mar 2019 | $5B | $5B | $0 | 40 | 11 |
| Feb 2019 | $5.3B | $5.3B | $0 | 44 | 12 |
| Dec 2018 | $5.3B | $5.3B | $0 | 44 | 12 |
| Apr 2018 | $5.3B | $5.3B | $0 | 44 | 12 |
| Apr 2017 | $4.8B | $4.8B | $0 | 38 | 1,100 |
| Jul 2016 | $4.1B | $4.1B | $0 | 40 | 1,200 |
| Apr 2016 | $4.1B | $4.1B | $0 | 40 | 1,200 |
| Jan 2016 | $4.1B | $4.1B | $0 | 40 | 1,200 |
| Mar 2015 | $4.2B | $4.2B | $0 | 35 | 1,200 |
| Dec 2014 | $3.9B | $3.9B | $0 | 32 | 1,200 |
| Mar 2014 | $3.9B | $3.9B | $0 | 32 | 1,200 |
| Mar 2014 | $3.6B | $3.6B | $0 | 32 | 1,100 |
| Nov 2013 | $3.6B | $3.6B | $0 | 32 | 1,100 |
| Sep 2013 | $3.6B | $3.6B | $0 | 32 | 1,100 |
| Jun 2013 | $3.6B | $3.6B | $0 | 32 | 1,100 |
| Jun 2013 | $3.6B | $3.6B | $0 | 32 | 1,100 |
| Apr 2013 | $3.6B | $3.6B | $0 | 32 | 1,100 |
| Jan 2013 | $3.3B | $3.3B | $0 | 31 | 1,100 |
| Aug 2012 | $3.3B | $3.3B | $0 | 11 | 1,100 |
| Apr 2012 | $3.3B | $3.3B | $0 | 11 | 1,100 |
| May 2011 | $5.9B | $1.4B | $4.5B | -- | -- |
| May 2011 | $5.9B | $1.4B | $4.5B | -- | -- |
| Apr 2011 | $5.9B | $1.4B | $4.5B | -- | -- |
| Apr 2011 | $5.9B | $1.4B | $4.5B | -- | -- |
| Apr 2011 | $5.9B | $1.4B | $4.5B | -- | -- |
| Feb 2011 | $5.3B | $1.2B | $4.1B | -- | -- |
| May 2010 | $5.3B | $1.2B | $4.1B | -- | -- |
| Mar 2010 | $5.3B | $1.2B | $4.1B | -- | -- |
| Mar 2008 | $5.3B | $1.1B | $4.2B | -- | -- |
| Mar 2007 | $4.2B | $843.3M | $3.4B | -- | -- |
| Mar 2006 | $3.4B | $629.1M | $2.8B | -- | -- |
| Dec 2004 | $2.8B | $534.8M | $2.3B | -- | -- |
| May 2004 | $2.8B | $534.8M | $2.3B | -- | -- |
| May 2004 | $2.8B | $534.8M | $2.3B | -- | -- |
| Mar 2002 | $2.4B | $319.6M | $2.1B | -- | -- |
DateNov 2025
Total AUM$25.8B
Discretionary$25.2B
Non-Disc.$586.5M
Employees335
Clients300
DateMay 2025
Total AUM$25.8B
Discretionary$25.2B
Non-Disc.$586.5M
Employees335
Clients300
DateMar 2025
Total AUM$25.8B
Discretionary$25.2B
Non-Disc.$586.5M
Employees335
Clients300
DateSep 2024
Total AUM$21.7B
Discretionary$21.3B
Non-Disc.$356.4M
Employees294
Clients300
DateApr 2024
Total AUM$18.9B
Discretionary$18.5B
Non-Disc.$343.1M
Employees259
Clients300
DateMar 2024
Total AUM$18.9B
Discretionary$18.5B
Non-Disc.$343.1M
Employees259
Clients300
DateNov 2023
Total AUM$16.8B
Discretionary$16.5B
Non-Disc.$307.9M
Employees250
Clients300
DateSep 2023
Total AUM$16.5B
Discretionary$16.2B
Non-Disc.$307.9M
Employees250
Clients300
DateMar 2023
Total AUM$16.3B
Discretionary$16B
Non-Disc.$304M
Employees250
Clients300
DateNov 2022
Total AUM$17.4B
Discretionary$17.2B
Non-Disc.$294M
Employees214
Clients37
DateOct 2022
Total AUM$17.4B
Discretionary$17.2B
Non-Disc.$294M
Employees214
Clients37
DateJul 2022
Total AUM$16.4B
Discretionary$16.1B
Non-Disc.$294M
Employees214
Clients37
DateMar 2022
Total AUM$14.3B
Discretionary$14B
Non-Disc.$294M
Employees184
Clients37
DateOct 2021
Total AUM$12.7B
Discretionary$12.1B
Non-Disc.$566.5M
Employees144
Clients20
DateJul 2021
Total AUM$10.9B
Discretionary$10.8B
Non-Disc.$185.1M
Employees144
Clients18
DateMar 2021
Total AUM$10.9B
Discretionary$10.8B
Non-Disc.$185.1M
Employees144
Clients18
DateJan 2021
Total AUM$10.6B
Discretionary$10.4B
Non-Disc.$249.7M
Employees131
Clients14
DateJun 2020
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees48
Clients14
DateMar 2020
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees48
Clients14
DateJan 2020
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees43
Clients11
DateOct 2019
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees43
Clients11
DateMay 2019
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees43
Clients11
DateMay 2019
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees40
Clients11
DateMar 2019
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees40
Clients11
DateFeb 2019
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees44
Clients12
DateDec 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees44
Clients12
DateApr 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees44
Clients12
DateApr 2017
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees38
Clients1,100
DateJul 2016
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees40
Clients1,200
DateApr 2016
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees40
Clients1,200
DateJan 2016
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees40
Clients1,200
DateMar 2015
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees35
Clients1,200
DateDec 2014
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees32
Clients1,200
DateMar 2014
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees32
Clients1,200
DateMar 2014
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees32
Clients1,100
DateNov 2013
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees32
Clients1,100
DateSep 2013
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees32
Clients1,100
DateJun 2013
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees32
Clients1,100
DateJun 2013
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees32
Clients1,100
DateApr 2013
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees32
Clients1,100
DateJan 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees31
Clients1,100
DateAug 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees11
Clients1,100
DateApr 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees11
Clients1,100
DateMay 2011
Total AUM$5.9B
Discretionary$1.4B
Non-Disc.$4.5B
Employees--
Clients--
DateMay 2011
Total AUM$5.9B
Discretionary$1.4B
Non-Disc.$4.5B
Employees--
Clients--
DateApr 2011
Total AUM$5.9B
Discretionary$1.4B
Non-Disc.$4.5B
Employees--
Clients--
DateApr 2011
Total AUM$5.9B
Discretionary$1.4B
Non-Disc.$4.5B
Employees--
Clients--
DateApr 2011
Total AUM$5.9B
Discretionary$1.4B
Non-Disc.$4.5B
Employees--
Clients--
DateFeb 2011
Total AUM$5.3B
Discretionary$1.2B
Non-Disc.$4.1B
Employees--
Clients--
DateMay 2010
Total AUM$5.3B
Discretionary$1.2B
Non-Disc.$4.1B
Employees--
Clients--
DateMar 2010
Total AUM$5.3B
Discretionary$1.2B
Non-Disc.$4.1B
Employees--
Clients--
DateMar 2008
Total AUM$5.3B
Discretionary$1.1B
Non-Disc.$4.2B
Employees--
Clients--
DateMar 2007
Total AUM$4.2B
Discretionary$843.3M
Non-Disc.$3.4B
Employees--
Clients--
DateMar 2006
Total AUM$3.4B
Discretionary$629.1M
Non-Disc.$2.8B
Employees--
Clients--
DateDec 2004
Total AUM$2.8B
Discretionary$534.8M
Non-Disc.$2.3B
Employees--
Clients--
DateMay 2004
Total AUM$2.8B
Discretionary$534.8M
Non-Disc.$2.3B
Employees--
Clients--
DateMay 2004
Total AUM$2.8B
Discretionary$534.8M
Non-Disc.$2.3B
Employees--
Clients--
DateMar 2002
Total AUM$2.4B
Discretionary$319.6M
Non-Disc.$2.1B
Employees--
Clients--