Wealthspire Forms 350-Member Consulting Division, Wealthspire Institutional

Wealthspire has formed Wealthspire Institutional, a new division for retirement advisory and endowment and foundation consulting, offering both traditional and 3(38)/outsourced chief investment officer fiduciary services. The division includes approximately 350 professionals serving clients nationwide. 

According to Wealthspire, the integrated capabilities will deliver enhanced scale, deeper research resources, and expanded fiduciary and stewardship support to clients, addressing their needs for cost efficiency, governance and long-term asset stewardship. 

Mike Goss will serve as both chief revenue officer of Wealthspire, responsible for the firm’s go-to-market strategy across private wealth, retirement advisory, endowment and foundation consulting, and business management, and president of Wealthspire Institutional, overseeing platform development, client experience and strategic growth.  

“Wealthspire Institutional gives our clients the benefit of true scale without sacrificing the personalized and attentive service they expect from us,” Goss said in a statement. “I believe our combined talent and resources exponentially strengthen the advice and experience we deliver, positioning us to support organizations of all sizes. It’s an exciting moment for our clients and for our team.” 

Wealthspire launched last month following the consolidation of Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, Wealthspire Retirement Advisory and Ground Control Business Management. The Fiducient Advisors brand will be retired in 2026, according to Wealthspire. 

The organization oversaw more than $580 billion in assets under management or advisement as of June 30 across wealth management, retirement and endowment advisory, and business management services. According to the announcement, the firm will continue to look for partnerships with “like-minded RIAs,” along with ongoing acquisition activity to expand its reach and capabilities.