Blake Ryan Barr
Financial advisor at Wealthspire Advisors, LLC · Seattle, WA
Last updated 2026-10-10
Claim your profileBlake Ryan Barr is a financial advisor at Wealthspire Advisors, LLC in Seattle, WA, CRD 5642032. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2011-12-19.
Registration
- CRD number
- 5642032
- Registration status
- Active
- IAPD registration
- 2011-12-19
- Industry Experience
- 14 years
- Work Experience
- 17 years
- States registered
- WA
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 2009-02 to Present · Fidelity Brokerage Services · Merrimack, NH
- 2018-07 to Present · Fidelity Personal and Workplace Advisors · Boston, MA
Current employment
- Wealthspire Advisors · New York, NY
Wealthspire Advisors, LLC
- Regulatory AUM
- $34,322,977,688
- Registered advisors
- 237
- Offices
- 69
- Clients per advisor
- 42.1 (Low)
- Average AUM per client
- $3.4M (Moderate)
- High-net-worth client ratio
- 55.7% (High)
Wealthspire Advisors, LLC: advisors, services and reported ETF investments
About
Blake Ryan Barr is a CFP® financial advisor at Wealthspire Advisors, operating as Wealthspire Advisors, LLC in Seattle, WA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 14 years of industry experience and 17 years of reported work history. Reported roles include Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services.
Wealthspire Advisors, LLC's firm-level Form ADV reports 237 advisors across 69 offices; approximately 42.1 clients per advisor, average assets per client of $3,441,590, and regulatory AUM of $34.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $14.7B across 428 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Blake Ryan Barr personally.
Reported ETF positions
Wealthspire Advisors reports 428 ETF positions worth $14.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $2.1B |
| VEA — Vanguard FTSE Developed Markets ETF | $1.1B |
| VOO — Vanguard S&P 500 ETF | $792.8M |
| IJH — iShares Core S&P Mid-Cap ETF | $613.9M |
| VXUS — Vanguard Total International Stock ETF | $551.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Wealthspire Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $4M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | LRGF — iShares U.S. Equity Factor ETF | $4M | Top 99.7% | Addressable AUM $10.7T · Peer conviction 80.3% |
| Residual Alpha | TMFC — Motley Fool 100 Index ETF | $9.8M | Top 99.6% | Residual alpha +2.26% · Residual Sharpe 0.11 |
| Diversification Benefits | CIBR — First Trust NASDAQ Cybersecurity ETF | $3.1M | Top 96.0% | Replicability (R²) 66.9% · Residual Sharpe 0.12 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Wealthspire Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
Location
1700 Westlake Ave N, Ste 325, Seattle, WA 98103
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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