Based in Potomac

530 employees, including 33 in the Bethesda area


Why It’s Great to Work Here: “Many of us have grown up in this organization … We are passionate about learning, growing and sharing our expertise.” —Ashley Iddings, managing director, Potomac office

Cool Perks: Beyond the typical medical/dental/vision, Wealthspire offers a plan for up to $20,000 for adoption, donor and surrogacy services and family building benefits … Emergency backup child and elder care … Tuition reimbursement.

Work-Life Balance: All employees can put together hybrid and flexible schedules.


Office Layout: The space shifts as necessary thanks to the hybrid work schedule, with dedicated desks for those in the office every day, and reservable spots for workers who come in as needed.

Office Culture: “The office has a family feel, and everyone is welcoming and supports each other. Leadership’s door is always open, and they continuously ask for feedback and make changes as needed. The environment is safe and judgment-free.” —Kelly Crosby, senior office coordinator, Potomac office

The Last Word: “Wealthspire encourages different points of view … We’re given flexibility to get our jobs done.” —Crosby