Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, $28.98 billion2 in assets under management, 24 offices in 13 states across the U.S., and more than 120 advisors. In 2024, the firm was recognized as a top RIA firm by Barron’s, Forbes/Shook, and Financial Advisor Magazine.1 Offering financial planning, investment management, family office, and outsourced chief investment officer (OCIO) services, Wealthspire Advisors brings together experts in various aspects of wealth management to serve its clients. For more information, please visit www.wealthspire.com.