Spire Investment Partners LLC

Spire Investment Partners LLC

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7901 Jones Branch Drive. STE 800

McLean, VA 22102

(703) 748-5800

spireip.com

Clearing firm: Charles Schwab, Fidelity Clearing and Custody Solutions, National Financial Services LLC, Pershing LLC, TD Ameritrade

No. advisers: 103

No. franchises: 40

Year founded: 1997

Year end: Dec. 31

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Additional data available to subscribers:
  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Offers robo-advisory platform?
  • If not, when plans to offer a robo-platform
  • Robo-advice services offered
  • How robo-platform developed
  • Charge for robo-advisory services?

For More Information

CEODavid L. Blisk
Recruiting ContactLauraMarie Ross
7037485837
E-mail
Compliance ContactSue McKeown
(703) 657-6062
E-mail
Marketing ContactBob Lord
7037485812
E-mail
Technology Operations ContactAllen Eickelberg
(703) 748-5800
E-mail

Recruitment & Staffing

2018 2017 2016
No. of reps1037095
No. of producing reps6642
No. of reps producing $100K-$499K /year1918

Payout grid is available to Data Center subscribers only.

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2017 2016 2015
Total revenues$26,295,590$19,141,492$21,039,312
Commission revenues$7,831,089$5,473,919$5,449,771
Fee revenues$18,464,501$13,667,573$15,589,541
Total revenues: Other000
2017 2016 2015
Total account assets000
Fee-based assets000
Total account assets: Other000
Average assets per rep00

Top independent broker-dealers reveal their payout tables

January 22, 2017 - The 2017 InvestmentNews independent-broker-dealer directory is based on information provided by 90 eligible firms. To be considered for future listings, contact INResearch@investmentnews.com. Visit InvestmentNews.com/bddata for more-complete profiles....

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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