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New York, NY – November 10, 2025 – Wealthspire Advisors LLC, an independent registered investment advisor with more than $580 billion in assets under management or advisement,1 today announced it has entered into an agreement to acquire RoundAngle Advisors, a Red Bank, New Jersey-based registered investment advisory firm. The addition underscores Wealthspire’s ongoing commitment to partnering with advisors who share its focus on strong client relationships, thoughtful planning, and personalized

New York, NY – November 3, 2025 – With the completion of the sale of five businesses from NFP/Aon to Madison Dearborn Partners on Oct. 30, 2025, Wealthspire has established itself as a newly-formed independent firm to serve clients across the wealth, institutional, and retirement markets. The firm brings together Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, Wealthspire Retirement Advisory (formerly a segment of NFP Retirement), and Ground Control Business Management, integr

New York, NY – August 26, 2025 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor with $31 billion in AUM1, today announced it has entered into an agreement to acquire Marin Financial Advisors, a long-trusted boutique RIA based in Larkspur, California, with more than $380 million in assets under management. The addition reflects Wealthspire’s continued commitment to seeking out like-minded advisors who prioritize longstanding client relationships, thoughtfu

New York, September 16, 2024 – Wealthspire Holdings LLC, parent company of Wealthspire Advisors LLC (“Wealthspire”), an NFP company and top-ranked1 independent registered investment advisor (RIA), announced today the acquisition of Judith Heft & Associates, a women-owned firm that provides high-touch lifestyle and bill pay services to affluent clients and their families. “Our clients’ expectations are evolving, and we want to expand our offering beyond traditional wealth management,” said M

Veteran Portfolio Manager and Former Bank of America Private Bank Managing Director Adds Expertise in both New York and South Florida Markets New York, June 11, 2024 – Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced the addition of industry veteran and portfolio manager Michael J. Santo to the team. Mike, who oversaw portfolios for public company executives, business owners, philanthropic organizations, and multigenerational households in prior

Addition of all-woman team expands the firm’s growing Midwest presence New York, May 8, 2024 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor firm headquartered in New York City, today announced that it has entered a definitive agreement to acquire Walden Wealth Partners LLC, a registered investment advisor firm located in Beachwood, Ohio. Its founders, Karin Maloney Stifler and Sarah Hannibal, each bring decades of experience serving multigeneratio

Acquisition adds Key Growth Leadership in Advisor Frank Marzano, strengthens firm’s East Coast footprint New York, September 26, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser (RIA), today announced a signed agreement to purchase GM Advisory Group, Inc. (GMAG), an RIA serving clients across the U.S. GMAG manages approximately $3.0 billion in assets, advises on an additional $3.3 billion in assets, and maintains a presence in Boca Raton, Florida, Ne