WEALTHSPIRE ADVISORS

400 Broadhollow Road
Suite 301
Melville, New York 11747
Tel: 631-227-3900

About WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS, formally registered with the SEC as WEALTHSPIRE ADVISORS. The firm was established in 07/29/2008. They have over 3 offices throughout the country.

WEALTHSPIRE ADVISORS is a Melville, New York based Financial Planning firm with nearly $3,046,087,569 assets under management, offering retirement planning & investment advisory services to 2210 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147592
SEC#	801-69418
Assets Managed by Firm	$3,046,087,569
No. of Clients	2210
No. of Advisors	42

Fee Structure

A percentage of AUM
Fixed fees
Other (WRAP FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2210	$3,046,087,569
Individuals (other than high net worth individuals)	277	$77,638,296
High net worth individuals	337	$2,886,999,118
Pension and profit sharing plans	32	$51,998,179
Charitable organizations	10	$19,820,173
Corporations or other businesses	10	$9,631,803

More Retirement Planning firms in Melville, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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