Articles from Wealthspire Advisors LLC

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, thoughtful planning, and delivering the highest level of service.

Wealthspire Advisors LLC (“Wealthspire Advisors”), an NFP company and top-ranked1 independent registered investment adviser, recently announced the launch of ASPIRE by Wealthspire Advisors, its national, community-centered platform designed to galvanize the firm’s charitable giving efforts. ASPIRE aims to make a meaningful impact by raising awareness and funds for charitable causes and industry-focused giving initiatives.

Wealthspire Advisors LLC (“Wealthspire Advisors”), an NFP company and top-ranked1 independent registered investment adviser (RIA), continues to further broaden its family office services business with the launch of Art InSpired, an initiative focused on promoting art through investor education on the financial appreciation of art and collectibles, hosted and sponsored events, and art-focused thought leadership. This follows a year of strategic growth and enhanced resources for the firm’s family office services with the launch of Wealthspire Trust LLC, the addition of family office accounting services, and the expansion of a team of wealth strategy professionals who specialize in estate planning, wealth transfer, and taxation.

Wealthspire Advisors LLC, an NFP company and top-rankedi independent registered investment advisor (RIA), announced today the release of the third season of its Great Aspirations podcast. “Life Amplified” is this season’s theme – featuring inspiring stories of individuals who have achieved life fulfillment through intuition, opportunity, and determination. Guests include real estate developer and abstract artist Abbott Stillman and Matthieu Pavon, winner of the 2024 Farmers Insurance Open on the Professional Golf Association (PGA) tour.

Wealthspire Advisors LLC (“Wealthspire”), an NFP company and top-ranked1 independent registered investment advisor (RIA), today announced its partnership with professional golfer Matthieu Pavon, winner of the 2024 Farmers Insurance Open, who is ranked 20th in pursuit of the FedEx Cup on the Professional Golf Association (PGA) Tour2.

Wealthspire Advisors LLC (“Wealthspire Advisors”), an NFP company and independent registered investment advisor (RIA) with $25.86 billion1 in assets under management (AUM), today announced the launch of its next-generation trust company, Wealthspire Trust LLC. Advisors at Wealthspire Advisors can now offer personal trust administration solutions through Wealthspire Trust, powered by fully integrated technology and coupled with Tennessee’s favorable trust laws.

Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno.