Brand profile

Wealthspire Advisors

American independent registered investment advisor (RIA) firm, providing financial planning and wealth management services to individuals and institutions.

2 questions · 1 categories · As of Nov 12, 2026

Best category rank
#25
Financial Advisors · of 106
Questions
2
1 categories
Answers naming it
3/12
Of the answers measured on this brand's questions

Visibility by category

CategoriesCategory rankQuestionsScore
Financial Advisors#25of 106229.8

Ranking by question

Named alongside in Financial Advisors

Brands named in the same answers as Wealthspire Advisors in the last four weeks, counted in answers.

Named alongside in Financial AdvisorsBrands named in the same answers as Wealthspire Advisors in the last four weeks, counted in answers.Facet: named in 25 answersFacetFisher Investments: named in 14 answersFisher InvestmentsEdelman Financial Engines: named in 15 answersEdelman Financial EnginesEmpower: named in 10 answersEmpowerBetterment: named in 12 answersBettermentCreative Planning: named in 15 answersCreative PlanningSchwab: named in 13 answersSchwabXY Planning Network: named in 13 answersXY Planning NetworkNAPFA: named in 15 answersNAPFAMercer Advisors: named in 14 answersMercer AdvisorsVanguard: named in 9 answersVanguardGarrett Planning Network: named in 10 answersGarrett Planning NetworkRetirable: named in 6 answersRetirableFidelity: named in 8 answersFidelityEdward Jones: named in 10 answersEdward JonesBoldin: named in 4 answersBoldinAmeriprise Financial: named in 9 answersAmeriprise FinancialSavant Wealth Management: named in 5 answersModera Wealth Management: named in 3 answersModera Wealth ManagementMariner Wealth Advisors: named in 6 answersMariner Wealth AdvisorsNectarine: named in 3 answersNectarineRange (financial planning service): named in 4 answersRange (financial planning service)Abundo Wealth: named in 3 answersAbundo WealthWealthfront: named in 4 answersWealthfrontWealthspire Advisors: named in 3 answersWealthspire AdvisorsMoneta Group Investment Advisors: named in 1 answersMoneta Group Investment AdvisorsCerity Partners: named in 3 answersCerity PartnersIEQ Capital: named in 2 answersIEQ CapitalMorgan Stanley: named in 4 answersMorgan StanleyMark Zoril’s PlanVision: named in 2 answersMark Zoril’s PlanVision
  • Answers naming the brand
  • 1
  • 8
  • 25
  • Answers naming both
  • 1
  • 10
Named alongside in Financial AdvisorsBrands named in the same answers as Wealthspire Advisors in the last four weeks, counted in answers.Facet: named in 25 answersFacetFisher Investments: named in 14 answersEdelman Financial Engines: named in 15 answersEdelman Financial EnginesEmpower: named in 10 answersEmpowerBetterment: named in 12 answersBettermentCreative Planning: named in 15 answersCreative PlanningSchwab: named in 13 answersSchwabXY Planning Network: named in 13 answersXY Planning NetworkNAPFA: named in 15 answersNAPFAMercer Advisors: named in 14 answersMercer AdvisorsVanguard: named in 9 answersGarrett Planning Network: named in 10 answersGarrett Planning NetworkRetirable: named in 6 answersRetirableFidelity: named in 8 answersEdward Jones: named in 10 answersEdward JonesBoldin: named in 4 answersBoldinAmeriprise Financial: named in 9 answersSavant Wealth Management: named in 5 answersModera Wealth Management: named in 3 answersMariner Wealth Advisors: named in 6 answersNectarine: named in 3 answersNectarineRange (financial planning service): named in 4 answersRange (financial planning service)Abundo Wealth: named in 3 answersWealthfront: named in 4 answersWealthspire Advisors: named in 3 answersMoneta Group Investment Advisors: named in 1 answersCerity Partners: named in 3 answersIEQ Capital: named in 2 answersMorgan Stanley: named in 4 answersMorgan StanleyMark Zoril’s PlanVision: named in 2 answers
  • Answers naming the brand
  • 1
  • 8
  • 25
  • Answers naming both
  • 1
  • 10
  1. 12Pathstone
  2. 22Fisher Investments
  3. 32NAPFA
  4. 42Savant Wealth Management
  5. 51BBR Partners
  6. 61Edelman Financial Engines
  7. 71EP Wealth Advisors
  8. 81Facet
  9. 91Garrett Planning Network
  10. 101GW&K Investment Management
  11. 111Hightower
  12. 121IEQ Capital
  13. 131MAI Capital Management
  14. 141Mercer Advisors
  15. 151Modera Wealth Management
  16. 161Moneta Group
  17. 171Moneta Group Investment Advisors
  18. 181Waverly Advisors
  19. 191XY Planning Network
Named alongside
BrandAnswers naming the brandNamed alongside
Facet25XY Planning Network (9), Creative Planning (9), NAPFA (9)
Fisher Investments14Creative Planning (8), Facet (7), Edelman Financial Engines (7)
Edelman Financial Engines15Creative Planning (9), Facet (8), Edward Jones (8)
Empower10Facet (5), Betterment (5), Edelman Financial Engines (4)
Betterment12Facet (6), Empower (5), XY Planning Network (4)
Creative Planning15Facet (9), Edelman Financial Engines (9), Mercer Advisors (8)
Schwab13Vanguard (7), Facet (7), Edward Jones (6)
XY Planning Network13Garrett Planning Network (10), NAPFA (10), Facet (9)
NAPFA15XY Planning Network (10), Facet (9), Garrett Planning Network (8)
Mercer Advisors14Creative Planning (8), Facet (6), Edelman Financial Engines (6)
Vanguard9Schwab (7), Fidelity (5), Facet (4)
Garrett Planning Network10XY Planning Network (10), Facet (8), NAPFA (8)
Retirable6Facet (4), Mercer Advisors (4), Creative Planning (3)
Fidelity8Vanguard (5), Schwab (5), Empower (3)
Edward Jones10Edelman Financial Engines (8), Schwab (6), Ameriprise Financial (6)
Boldin4Facet (2), Empower (2), Fidelity (2)
Ameriprise Financial9Edward Jones (6), Schwab (6), Facet (5)
Savant Wealth Management5NAPFA (5), XY Planning Network (4), Garrett Planning Network (4)
Modera Wealth Management3XY Planning Network (2), Facet (2), Garrett Planning Network (2)
Mariner Wealth Advisors6Creative Planning (6), Edward Jones (5), Edelman Financial Engines (5)
Nectarine3XY Planning Network (2), Facet (2), Garrett Planning Network (2)
Range (financial planning service)4Facet (4), XY Planning Network (3), Garrett Planning Network (3)
Abundo Wealth3XY Planning Network (2), Facet (2), Garrett Planning Network (2)
Wealthfront4Empower (3), Betterment (3), XY Planning Network (2)
Wealthspire Advisors3NAPFA (2), Savant Wealth Management (2), Fisher Investments (2)
Moneta Group Investment Advisors1XY Planning Network (1), Facet (1), Garrett Planning Network (1)
Cerity Partners3Creative Planning (2), Mercer Advisors (2), Morgan Stanley (2)
IEQ Capital2XY Planning Network (1), Range (financial planning service) (1), Facet (1)
Morgan Stanley4Vanguard (2), Creative Planning (2), Edward Jones (2)
Mark Zoril’s PlanVision2Abundo Wealth (2), XY Planning Network (1), Vanguard (1)

Sources cited when this brand is named

Sites the answers naming this brand cited in the last four weeks. Counts are citing answers.

Sources cited when this brand is named
RankSourceCiting answers
1wsj.commedia2
2bestfeeonlyfinancialadvisors.com1
3blog.guardiawealth.com1
4facebook.comsocial1
5financialadvisorreportcard.com1
6investmentnews.com1
7investor.govpublic1
8moderawealth.com1
9napfa.org1
10novakfinancialpartners.com1

Named by surface, by question

For the brand's best questions: of each surface's 1 answers, how many named it.

Named by surface, by question
QuestionsGoogle AI OverviewsChatGPTClaudeGeminiGoogle AI ModeMicrosoft Copilot
1Which firms are best for fee-only financial planning?100001
2Which wealth management firms are best for high-net-worth clients?010000

Where it is ranked

Best rank of the brand or its branches in each region.

United States and Canada

New York City · #1Chicago, IL · #28
  1. #1New York City
  2. #28Chicago, IL