WEALTHSPIRE ADVISORS LLC
DBA: WEALTHSPIRE ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $34.32B |
| Discretionary | $33.05B96% of AUM |
| Non-Discretionary | $1.28B |
| Client Accounts | 9,973 |
| Avg Account Size | $3.4M |
| Employees | 397 |
| Peak AUM | $34.32BApr 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $34.3B | +33.1% | +27.3% | +25.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $34.32B |
| Discretionary | $33.05B |
| Employees | 397 |
| Client Accounts | 9973 |
| Client Range | More than 500 |
Contact & Location
Address
521 FIFTH AVENUE
NEW YORK NY 10175
Phone
(212) 973-1200
Filing History
71 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$33.0B
96.3% of AUM
Non-Discretionary
$1.3B
3.7% of AUM
Disc. mix ▼ 1.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserPension Consultant