RIA · Independent channel
Wealthspire
Includes the history of Fi3 (acquired May 2026) · Sellwood (acquired April 2026) · Axia (acquired April 2026)
Wealth manager whose Fiducient Advisors unit makes institutional acquisitions (Wealthspire Institutional, CRD 106720).
- Website
- wealthspire.com
- Regulator record
- SEC IAPD
Recorded arrivals
3
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$5.4B
Reported practice assets · 3 of 3 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals 3
Teams joining Wealthspire in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| May 5 | Acquisition | Fi3 AdvisorsIndianapolis, IN | Fi3RIAacquired by Wealthspire, May 2026 | $1.2B | InvestmentNews |
| Apr 22 | Acquisition | Sellwood Investment PartnersPortland, OR | SellwoodRIAacquired by Wealthspire, Apr 2026 | $2.3BPer Form ADV | Press Release |
| Apr 7 | Acquisition | Axia AdvisoryIndianapolis, IN | AxiaRIAacquired by Wealthspire, Apr 2026 | $1.9B | InvestmentNews |
Departures 0
Teams leaving Wealthspire in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.