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We're pleased to announce that advisors Laura Barry, Ashley Iddings, Donna Levy, Amy Miller, and Martha Staniford have been named to InvestmentNews' $100M Club: Top Female Advisors 2025 list. View the full list of honorees here.* *InvestmentNews' $100M Club: Top Female Advisors 2025 report was based on data as of 12/31/2024 and was published on 9/9/2025.

New York, NY, August 19, 2025 – Wealthspire Advisors is proud to announce that Executive Vice President of Business Development, Rick Van Benschoten, CFP®, has been honored as a 2025 recipient of the prestigious Sam Snead Award by the Metropolitan Section of the PGA of America, along with former founding partner of Lenox Advisors, Michael Book. The award will be presented to both honorees at a special awards dinner this November. Established in memory of golfing legend Sam Snead—celebrated for

Wealthspire is pleased to be included in FA Magazine's RIA ranking for the seventh consecutive year!

Wealthspire Advisors (“Wealthspire”), an NFP company and independent registered investment advisor (RIA) firm with $28.98 billion1 in assets under management (AUM), is pleased to share that Frank Marzano, CFP®, CPA, managing director, was inducted into the 2024 Barron’s Advisor Hall of Fame. This achievement is only bestowed once every two years to advisors who have graced the esteemed financial publication’s annual Top 100 Advisor ranking for at least 10 years. Marzano was among ten advisors i

New York, April 18, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm headquartered in New York City, is proud to announce the inclusion of three of its financial advisors on the 2023 Forbes Best-In-State Advisors list, which highlights the nation’s top performing wealth advisors. These advisors bring almost seven decades of combined experience serving high and ultra-high net worth individuals and families and have deep roots supporting their loc

New York, November 3, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor headquartered in New York, NY, was named to the inaugural Forbes/Shook Top RIA Firms list of the top 100 firms in the nation. The Forbes/Shook Top RIA list, a ranking of America’s Top RIA Firms developed by Shook research, represents firms with cumulative assets totaling $730 billion. It is based on both quantitative data and qualitative criteria, such as revenue trends, asse

New York, September 19, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor based in New York, NY, has been named to Barron’s Top 100 RIA Firms List, which recognizes top firms across the nation. Barron’s independently ranks the top 100 RIA firms based on both qualitative and quantitative criteria, including the assets a firm manages and the revenue those assets generate, its regulatory record, staffing levels and diversity, technology spending, and suc

New York, September 6, 2022 – Wealthspire Advisors, an NFP company and independent registered investment advisor, announced that Assistant Vice President and Advisor Anora Gaudiano, CFP® received recognition as one of Financial Planning's 2022 Rising Stars. Financial Planning’s Rising Star awards celebrate early-career financial planners who embody the values of the profession and are on the trajectory to make a difference in the field. This year’s list of winners was selected from nominees who