WR
Wealthspire Retirement Advisory
SEC RegisteredFulfill Your Financial Aspirations
Aliso Viejo, CAhttps://wealthspire.com949.460.9898
Assets Under Management
$25B+
Year Founded
1995
Employees
244
Office Locations
20 offices
Total Accounts
7532
About the firm
Wealthspire is an integrated platform that brings together multiple businesses across wealth management, retirement advisory, endowment and foundation advisory, and business management. The firm was founded in 1995 and has over 1,200 professionals managing or advising on $580B+ in assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Areas of expertise
Wealth ManagementRetirement AdvisoryEndowment And Foundation AdvisoryBusiness ManagementFinancial PlanningExecutive CompensationEstate PlanningCharitable GivingESGBusiness Sale And SuccessionLife Transitions
Services
Financial planning, executive compensation, life transitions, business sale and succession, estate planning, charitable giving and ESG, wealth management, retirement advisory, endowment and foundation advisory, and business management.
Who they serve
Individuals at various stages of life's path, including those with needs around financial planning, executive compensation, life transitions, business sale and succession, estate planning, and charitable giving.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,369 | $779M |
| High Net Worth Individuals | 768 | $1.7B |
| Charitable Organizations | 1,395 | $36.1B |
Leadership
Nicholas Dominic Dellavedova
PRESIDENT
Vincent Joseph Giovinazzo
CEO
Jami Ann Chapman
CHIEF OPERATIONS OFFICER
Veronica Diane Lee
SENIOR VICE PRESIDENT
Jeffrey Scott Elvander
CHIEF INVESTMENT OFFICER
Joel Barry Shapiro
VP ERISA COMPLIANCE
Jeffrey James Groves
CHIEF COMPLIANCE OFFICER
L.p. Madison Dearborn Capital Partners Vi-A
OWNER
L.p. Madison Dearborn Partners Vi-A&c
GENERAL PARTNER
Llc Madison Dearborn Partners
GENERAL PARTNER
Nfp Corp.
SHAREHOLDER
Brett Ronald Schneider
DIRECTOR
Nfp Intermediate Holdings B. Corp.
OWNER
Nfp Intermediate Holdings A. Corp.
OWNER
Llc Nfp Parent Co
OWNER
Llc Nfp Holdings
OWNER
Llc Nfp Ultimate Holdings
OWNER
Office locations
20 offices in 17 states
CA
Aliso ViejoHQ
MN
Plymouth
OH
Cleveland
PA
Warrington
FL
Maitland
CA
Santa Barbara
MA
Norwell
WI
Madison
VT
Richmond
CO
Denver
MN
Minneapolis
LA
New Orleans
MD
Bethesda
NC
Charlotte
OK
Oklahoma City
GA
Atlanta
IL
Chicago
NY
Plainview
MA
Boston
MI
Troy
Advisors at this firm
Showing 100 of 144
James V Adam
Investment Adviser Representative
Philip Carl Anderson
Investment Adviser Representative
Michael Jared Benson
Investment Adviser Representative
Judd David Berube
Investment Adviser Representative
Jamie April Bond
Investment Adviser Representative
Charles Tyler Brocato
Investment Adviser Representative
Carole Browne
Investment Adviser Representative
Colombo M Baldini
Investment Adviser Representative
Cynthia Gayle Banks
Investment Adviser Representative
Thomas Brian Bastin Mr.
Investment Adviser Representative
Susan Rebecca Bowersox
Investment Adviser Representative
Daniel Robert Bystrom
Investment Adviser Representative
George Elvin Chazulle
Investment Adviser Representative
Michael John Coakley
Investment Adviser Representative
Shamun Cole
Investment Adviser Representative
Jordan Richard Collins
Investment Adviser Representative
Raymond Nelson Corneau
Investment Adviser Representative
Deana Angulo Calvelli
Investment Adviser Representative
April Camp
Investment Adviser Representative
Anthony Allen Cardinal
Investment Adviser Representative
Lisa Conte
Investment Adviser Representative
Keenan Crosby
Investment Adviser Representative
Michael Winston Danzansky
Investment Adviser Representative
Easton Jeffrey Dickson
Investment Adviser Representative
Michael C Down
Investment Adviser Representative
Michael Joseph Dugan Jr
Investment Adviser Representative
Marcel James Dupre
Investment Adviser Representative
Joseph David Delaney
Investment Adviser Representative
Corwin Matthew Dickey
Investment Adviser Representative
Randall David Dunn
Investment Adviser Representative
Jessica Bonardi Espinoza
Investment Adviser Representative
Kristen Mansfield Echols
Investment Adviser Representative
Allison Odea Edmonds
Investment Adviser Representative
Steven L Festler
Investment Adviser Representative
Michael Vincent Filachek
Investment Adviser Representative
Michael Dennis Flynn
Investment Adviser Representative
Patrick Eugene Flynn
Investment Adviser Representative
Marc Feinberg Mr.
Investment Adviser Representative
Tanner Vincent Felts
Investment Adviser Representative
Brooks Finnegan
Investment Adviser Representative
Allison Flink
Investment Adviser Representative
Vincenzo Fragomeni
Investment Adviser Representative
Christian Funicelli
Investment Adviser Representative
Justin Louis Goldstein
Investment Adviser Representative
Dallin Deloy Griffin
Investment Adviser Representative
Carolina Garcia
Investment Adviser Representative
Carina Michelle Gascon
Investment Adviser Representative
Julie Adele Graham
Investment Adviser Representative
Jacob Gutke
Investment Adviser Representative
Robert Barry Hamilton
Investment Adviser Representative
James Daniel Hannan
Investment Adviser Representative
Clarence Leroy Haynes Jr
Investment Adviser Representative
Samuel Hearn
Investment Adviser Representative
Sarah Jamie Hodian
Investment Adviser Representative
Todd Reid Hoppock
Investment Adviser Representative
Clifton William Horner Jr.
Investment Adviser Representative
Zachary Harrison Hull
Investment Adviser Representative
Susann Kathleen Haas
Investment Adviser Representative
Ryan Richard Hamilton
Investment Adviser Representative
Jamie Ann Hayes
Investment Adviser Representative
Barbara Anne Healy
Investment Adviser Representative
Paula Ann Hendrickson
Investment Adviser Representative
David Paul Heroux
Investment Adviser Representative
Thomas August Heuer Mr
Investment Adviser Representative
Emily Hopkins
Investment Adviser Representative
Rizek Housari
Investment Adviser Representative
Mario Allen Iniguez
Investment Adviser Representative
Kristin Kay Jacobson
Investment Adviser Representative
Kenneth Walton Jenkins
Investment Adviser Representative
Kameron Alexander Jones
Investment Adviser Representative
Bradley Christopher Joyner
Investment Adviser Representative
William Ross Karlin
Investment Adviser Representative
Richard Robert Kruse
Investment Adviser Representative
Daniel Joseph Kallus
Investment Adviser Representative
Evan M Kassimir
Investment Adviser Representative
Geoffrey Vincent Keeling
Investment Adviser Representative
Daniel Glenn Killea Mr.
Investment Adviser Representative
Lindsey Kissel
Investment Adviser Representative
Alissa Jean Koebler-Purko
Investment Adviser Representative
Denise Eileen Leddy
Investment Adviser Representative
Beth B Long
Investment Adviser Representative
Eric Christopher Loyd
Investment Adviser Representative
Christopher David Langstaff
Investment Adviser Representative
Bradley Lewis Larsen
Investment Adviser Representative
Vincent Glen Learned
Investment Adviser Representative
John Lawrence Livingston
Investment Adviser Representative
Caroline A Macomber
Investment Adviser Representative
Jonathan Howard Maertz
Investment Adviser Representative
Peter John Marriott
Investment Adviser Representative
Marc Vincent McDowell
Investment Adviser Representative
Kaden McKell
Investment Adviser Representative
Faron Scott Miller Sr
Investment Adviser Representative
Eileen Patricia Mahoney
Investment Adviser Representative
Jared Ross Marx
Investment Adviser Representative
Lily Ann Matias
Investment Adviser Representative
Michael Ternan McGuire
Investment Adviser Representative
John Joseph McKenna III
Investment Adviser Representative
Natalie Ann Meziere
Investment Adviser Representative
Elizabeth Ann Mikkelson
Investment Adviser Representative
Daniel John Murray
Investment Adviser Representative
Regulatory & compliance
CRD number
#121254
SEC Number
801-66107
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $25,000 (waivable)
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
wealthspire.comPhone
949.460.9898Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealthspire Retirement Advisory has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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